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Boost Email Interactivity with Formatted Checkbox Choices

Updated: Jan 1

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Introduction:

Streamline your workflow by embedding checkbox values directly into email notifications from Laserfiche forms. This method simplifies the process of gathering responses and ensures important information can be correctly embedded into an email notification after the form is processed.


Use Cases:


  • Acceptance/Rejection Reasons: When multiple reasons can be selected to accept or reject a form, including these reasons in an email notification to the submitter provides a clear understanding of the decision.


Test Version: Laserfiche Forms Professional Version 11.0.2311.50564


Setup: Download codes from Bait and Tackle "Format checkbox selections for email notifications".


Format checkbox selections for email notifications - Modern Designer


  1. Add a checkbox field with multiple choices.

  2. Add a Multi Line field.

  3. Copy and paste the first Advanced Calculation from "Format checkbox selections for email notifications" into the Advanced Calculation area.


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  4. Adjust the variables accordingly to reflect your Checkbox variable name and each option to select.

  5. Replace "your full explanation here" with your sentences.

  6. Create a second Multi Line field to remove the last comma.

  7. Copy and paste the second Advanced Calculation from "Format checkbox selections for email notifications" into the Advanced Calculation area.

  8. Embed the second Multi Line field variable into an email task to provide a clean formatted explanation of all selections.



    Using formatted checkbox selections in email notifications enhances clarity, organization, and engagement. This feature ensures recipients can quickly and easily understand the selected options, prioritize important information, and maintain a structured approach to communication. Whether in educational settings, business environments, or customer interactions, this approach improves the overall effectiveness and efficiency of email notifications.


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