Name of Feature/Request: Add a feature prompting a “Task” or something similar to send automatically once a Form is submitted - Workflow Trigger possibly?
What financial, time savings, or quality of life improvements will occur from this: “We are looking for a function that can send a “task” or “to do item” to our customers once a form is completed. For example, I have created a Pre-Registration Form that all current families will be receiving so that they can register for the next school year, but this form also allows for them to apply for any discounts that we offer. In order for them to receive this discount, they need to submit a recent paystub or something that has current dates to show proof that they are still employed. With that being said, something that can be sent to them immediately after they submit their forms with an upload button. Secondly, on the HR side, we are looking for something very similar, but needs to be customizable for each form. Some forms need more than 1 upload button. For example, our consent to background check form, we are looking for a “task” or “to-do item” to be sent to them immediately after the form is submitted where they can upload their DL . Another example will be for our W9. An upload button/section for their Social Security Card or EIN. Lastly, along the lines of the the Pre-Registration, Consent for Background, and W9 would be the I-9 forms. This form requires for the new hire to submit (2) forms of identification so 2 upload buttons/sections would be needed. In addition to this, we are looking for a “task” or “to do item” to be sent to the HR manager with the I-9 Employer Form to be filled out. The I-9 documentation requires for both the new hire and employer to fill out sections, however the task we are looking for would be for the HR manager to be notified when the new hire filled out their section and now it is time for the Employer (HR) to fill out their section of the I-9.”
Attempted Solutions So Far: Using Forms currently and the customers and completing and submitting the form back. The responses to the forms automatically upload to the Customer’s Hub which the customer can also view in their Portal. There is no trigger in Workflows currently that relates to Forms. There is no trigger that allows for a subsequent Form to get automatically sent to the customer to be filled out after the initial form is completed and submitted.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Sending customers a Form which includes questions to fill out and submit.
StrivenID: 3368503