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Dynamic Forms (Tutorials 40,41) - How to ‘filter’/’validate’ data on Submit
Last Post 2009-07-01 10:26 PM by Lee Sykes. 1 Replies.
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GeeDubUser is Offline
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Posts:9

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2009-06-30 06:01 AM  

I am trying to move beyond what you described in tutorials 40 and 41, but I am stuck.  I have achieved
· a message that is displayed on Submit,
· an email that is sent to the user on Submit, and
· an email that is sent to (eg our office) on Submit

To set the scene, and using your homeowner/mortgage example, if a user selects ‘Homeowner with Mortgage’, options to enter ‘Balance’ and ‘Monthly payment’ are presented.  Alternatively, if the user selects  ‘Homeowner with No Mortgage’ the options would be: ‘Value of property’, etc

And that works perfectly on my form; only what is selected is visible.

My challenge is to restrict the information on the submit message (it too will have the relevant data) and on the two emails to the information that has been ‘filtered’ by the Question Events.  For example, if the user had selected ‘Homeowner with Mortgage’ they would only see a ‘Homeowner with Mortgage’ heading along with the ‘Balance’ and ‘Monthly Payment’ details.  They would see nothing relating to the option(s) that they chose not to select.

I can’t find mention of how to do this anywhere and would really appreciated being pointed in the right direction.

And here is a related question; one to do with validation. Pressing on with the example: in the case of a user selecting ‘…… with Mortgage….’ I want ‘Balance’ to be a required field; if they select “…no mortgage…” I want “Value of property” to be required.   I don’t want error messages being thrown up for areas/questions that users have not been near.  Currently I can achieve an all-required or nothing-required solution.

Please, how can I make the validation conditional on the answer to the Initiation Question?

Lee SykesUser is Offline
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2009-07-01 10:26 PM  
1) I have not tried that, but when you create the form completion event and send the e-mail, have you tried creating a completion event where if they fill out a form field than it will send an e-mail? - so you could potentially setup a few e-mails using completion events that are sent only when certain fields are filled out.

From there in your email template you just add the fields that are required into the template

2) Good question, I am unsure of the answer - for that one I would contact datasprings direct - let me know what you find as I'm sure I will need to do this one day as well!
Lee Sykes
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