Create Template-based automations with Template Events. Automate the transfer, email, or tagging of Forms created from a selected Template with Template Events.
On the GoFormz web app, you’ll create and manage your Template Events in the Templates tab. Access the Actions menu and select Template Events to navigate to the Template Event details for the corresponding Template.
If your selected Template doesn’t have any associated Template Events, you’ll need to add a trigger to create a Template Event. For Templates with existing Template Events, the existing event’s details will appear.
Add a trigger to create a new Template Event
In Template Events, your trigger is made up of the users and activity you choose for your Template Event. When you click Add Trigger, you’ll choose what specific users and user activity will trigger your Template Event with your When this happens details.
The details you choose for When this happens make up your Template Event’s trigger details. This trigger tells your Template Event to initiate when a user completes a specific activity.
Your options for users include anyone, a specific user, or members of a Group. When you choose users for your Template Event, each time your chosen users complete your chosen activity it’ll trigger your Template Event.
If you're using a Team-tier account, you'll only be able to use the anyone option. Triggering a Template Event whenever a specific user or Group completes an activity requires an Advanced-tier account.
🗒️ Note: Check the Do not run again after Form has been reopened option if you only want your Template Event to run for a Form’s initial completion.
Determine what activity you want to trigger your Template Event with the right-hand menu in the When this happens section. Available user activities include Completes Form, Receives a Transferred Form, or Has a Public Form Submitted.
💡 As an example, you could set your When this Happens details (or trigger) to Anyone and Completes Form. With these details selected, your Template Event will initiate every time anyone completes a Form using the corresponding Template.
Configure what happens using the Do the following details. Your available options include email, transfer, and tag.
If you're using a Team-tier account, you'll only be able to use the email option. Tagging and transferring Forms with Template Events requires an Advanced-tier account.
If you choose Email, each time your Template Event is triggered an email sends using the details you provide. For the email action you’ll define your email details, and whether you want to include a PDF as an attachment.
Your email details include To, CC, and BCC. These options function the same as a standard email delivery service. You’ll manage your message’s content in the email editor panel.
The Editor and Preview buttons toggle between the email message editor, and a preview of how your email will display for your recipient.
Include Template variables to use data from your received Forms in your sent email.
Transfer
The Transfer action sends copies of Forms matching your trigger details to your designated user or Groups.
The Transfer to menu provides a drop-down list of the available users and Groups to whom your generated Forms can be transferred.
Check the Only run event one time box to initiate your Template Event only the first time that your trigger event occurs.
Tag
Automatically organize your received Forms using Form tags when you choose the Tag option.
In the Tag field enter your Form tags separated using commas. You’ll find your tagged Forms in the Forms tab of the GoFormz web app.
💡 As an example, if your When this Happens trigger initiates and you’ve set two Do the Following actions to Email and Tag the received Form, your recipient will receive a copy of the Form, and you’ll find a tagged copy in the Forms tab.
Once you’ve established your Template Events, you’ll return to this Template Events page to manage Template Events for each of your Templates.
Manage your existing Template Event
If you access a Template’s Actions menu and your selected Template has Template Events, you’ll navigate to the Template Events detail configuration page. Here you'll manage your existing Template Events and add Template Events to your Template
Click an existing trigger in the Triggers in-use table on the left-hand side of the Template Events page. With these details opened, you’ll be able to view and edit the details for your selected Template Event.
Your options for managing your existing Template include your trigger (or When this Happens details) and your action (or Do the Following details).
After you’ve completed the desired updates click Save Changes in the upper right-hand corner.
Related topics
Learn about the GoFormz mobile app.
Create a Group to enhance your Template Events.