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Feature Friday

[NEW] Submission Rule Builder

Now automatically tag and assign your forms' submissions in the GRM® based on form fields!

The GRM® has been upgraded to feature some important new additions to the Submission Rule Builder! With the power of Rule Building, you can now automatically tag and assign your forms' submissions in the GRM® based on the selections made in your form.

Here's how to do it:

Assignments

Within the GRM®, you can now automatically assign a submission to a specific user based on a field's value. This means that your forms will automatically determine and assign the appropriate person in your organization who needs to follow up on a submission.

How to Set Up Assignments

  1. Add any text field, checkbox, radio button, or select menus that will determine how the submission will be assigned.
  2. From the Editor View, click Add Ons and then Conditional Notifications.
  3. Click Add Rule and, in the "If" section, select the Field in the left dropdown box and then the Value that it must equal (or contain) on the right.
  4. In the "Then" section, select "Assign to" and then select the user to be assigned to the submission.
  5. For additional rules, click Add Rule and repeat Steps 3-5 for each condition and click Save.

Tags

You can also use the submission rule builder to automatically tag a submission in your GRM® allowing you to easily determine appropriate follow-up actions.

How to Set Up Tags

  1. Add any text field, checkbox, radio button, or select menus that will determine how the submission will be assigned.
  2. From the Editor View, click Add Ons and then Conditional Notifications.
  3. Click Add Rule and, in the "If" section, select the Field in the left dropdown box and then the Value that it must equal (or contain) on the right.
  4. In the "Then" section, select "Tag Submission with" and then select the user to be assigned to the submission.
  5. For additional rules, click Add Rule and repeat Steps 3-5 for each condition and click Save.

Notifications

As before, you can also send Email Notifications based on certain conditions.

How to Set Up Conditional Notifications

  1. Add any text field, checkbox, radio button, or select menus that will determine how the submission will be assigned.
  2. From the Editor View, click Add Ons and then Conditional Notifications.
  3. Click Add Rule and, in the "If" section, select the Field in the left dropdown box and then the Value that it must equal (or contain) on the right.
  4. In the "Then" section, select "Send Email Notification to" and then select the user to be assigned to the submission.
  5. To customize the email itself, click the arrow next to "Custom Email Settings"
  6. For additional rules, click Add Rule and repeat Steps 3-5 for each condition and click Save.

Example Use Cases

The Submission Rule Builder is a powerful feature that will enable governments to automate several unique processes and workflows. Some example use cases to get the most out of the feature include:

  • Purchase Orders (Assign Tag based on cost of order)
  • Employment Application (Assign to hiring manager based on job chosen)
  • Personnel Action Form (Assign Tag Special Review if termination or large raise requested)
  • And many, many more...

If you have any questions around the Rule Builder and how to get setup, please reach out to your SeamlessGov Success Manager or contact support@seamlessdocs.com.
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