PeterGacek
4 years agoQrew Cadet
How to Add an Email/Save Button To a Form
I'm having a few issues that I'm trying to solve for a few different apps both around email buttons and sending form information.
First, I have a Job Site Inspection Form that I wanted to create a button for that would allow the form to be emailed to a user from a drop down. I know how to configure the email drop down, but wasn't sure how to create a button based off that drop down and not just create a notification off of the "Save & Close" button.
The second is for a CRM I'm working on and a quote request form within it.
I was wondering if there was a way to replace the Save & Close button on a form or if I can change it to "Save & Send". Basically I need a way for the user to save the form and also a way for the user to send the form to multiple users including themselves on CC when a checkbox is selected.
I've figured out the notification to send a copy of the form upon clicking the "Save & Close" button and know I can add additional stipulations like if a checkbox is selected but I'm having a hard time stringing it all together.
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Peter Gacek
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First, I have a Job Site Inspection Form that I wanted to create a button for that would allow the form to be emailed to a user from a drop down. I know how to configure the email drop down, but wasn't sure how to create a button based off that drop down and not just create a notification off of the "Save & Close" button.
The second is for a CRM I'm working on and a quote request form within it.
I was wondering if there was a way to replace the Save & Close button on a form or if I can change it to "Save & Send". Basically I need a way for the user to save the form and also a way for the user to send the form to multiple users including themselves on CC when a checkbox is selected.
I've figured out the notification to send a copy of the form upon clicking the "Save & Close" button and know I can add additional stipulations like if a checkbox is selected but I'm having a hard time stringing it all together.
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Peter Gacek
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