This guide will explain how to update the "From Email" address on the Formyoula Email Connection based on a Select field option value.
We will use Field Update Workflow fields to update the email address on the Text field, and we will use merge field functionality to update the From Email field on the email connection.
Drag and drop the Select, Text, and Field Update Workflow fields. Rename the Select and Text field as shown below.
Click the pencil icon of the Select field. Add Select options as shown below. Save the changes.
Click the pencil icon of the Text field. Enable the “Read Only” option and save the changes.
Click the pencil icon of the first Field Update Workflow field. Set “Rule Criteria” and “Field Updates” as shown below. Save the changes.
Rule Criteria:
Case Type || equals || Support
Field Updates:
From Email || value || [email protected]
Click the pencil icon of the second Field Update Workflow field. Set “Rule Criteria” and “Field Updates” as shown below. Save the changes.
Rule Criteria:
Case Type || equals || Billing
Field Updates:
From Email || value || [email protected]
Create Email connection:
Go back to the Dashboard. Click on “(Add)” under the “Connections” column or click on the “Create a Connection” button, or select “Add/Edit Connections” from the “Actions” available list.
Select “Email” from the available connections list and click “Create Connection >>”.
Please paste the field ID of the Text field in the From Email field as shown below.
It will update the “From Email” in the email connection once the Field Update Workflow field updates the Text field. Save the changes.
Try the form.
When you select a Case Type the Field Update Workflow field will update the “From Email” Text field on the form.
And the merge field will update the “From Email” field on the Email connection. And it will trigger the email from the updated email address.
For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂