With Focus Growth, you can setup Conditionals which allow for automated communication such as text or email as well as placing individuals into workflow queues or change their status in your ChMS. Please note that depending on which ChMS you integrate with Focus Growth the language may differ but the interface will match your ChMS.
Conditionals For Online Forms
To add conditionals to your online form fields, click on your form name --> from the form dashboard --> click on 'Conditionals' in the upper right.
On this screen you will see a list of any conditionals that have been created or click on 'Create A Conditional' to set up your conditionals.
Step through the following instructions to create your conditionals.
1. Name the Conditional
2. What Person does this apply to (this relates to your ChMS primary or spouse). **Would Child show up here too?
3. Set the conditions to when "Any" or "All" the conditions have been met (from the drop down)
4. Drag and drop the fields that relate to the conditions you want to assign an action to.
You may add as many conditionals as you need.
When your conditionals are set, then you will want to work on the results (actions you want to happen).
1. Click on the 'Results'
2. Drag and drop the results for the above conditionals. For this example will we will select "Email".
Email was selected from all the result options and Focus Growth will prompt you to setup the email details: From, Subject, Message (rich text field for formating) and then click 'Save'. You may add as many results as your conditionals need.
Once you have all of your conditionals and results setup, then click save. You may setup as many conditional/results as you need for your workflows.