Completing task on first step, but send pdf by precondition

Anne-Marie Fleet

March 26, 2019 12:44

I have a form that does not require additional tasks after being filled out by the initating user, but should always sends a email with the pdf of the ceompleted for to another user. If however certain conditions are met, a second user needs to  receive the same pdf, but  with a different message. 

Both receiving users do not want to logon to "complet" a task, so it must be completed on the very first step. What would ne the best way to proceed.

 

Thanks !

 

 

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• Official comment

  

  Prajakta

  March 26, 2019 19:06

  For this, please add a hidden Email control for email address in your form. Then use a business rule to set the second user's email address in this hidden control based on whether the precondition is met or not. Finally, use templatized value of that email control in the To: field of Additional Email Doc Action Wizard and configure the wizard to send submission PDF with required subject and message. Now the email will be sent only if an email address is set in the hidden email field, which will happen only when the condition is met. 
  
  I hope that made sense.
  
  Thanks,
  Prajakta

   
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  Anne-Marie Fleet

  March 26, 2019 19:40

  I basically had that already setup that way, but does this mean there is only one step? 

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  Prajakta

  March 26, 2019 20:02

  Yes, you don't have to create a multi-step flow. In fact, this should be just a single form with two doc action emails in it.

  Thanks,

  Prajakta

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