Responses based on options selected in a Google Form

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Nigel Spears

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Nov 5, 2015, 8:44:35 AM11/5/15
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In completing one of the Google Forms that I have created, the respondent is presented with certain options. On the form, their choice directs them to the next appropriate page, often bypassing other steps/pages on route. I would like to send a PDF response that is tailored to match their input and effectively ignoring the elements that have been skipped.

The "option" selection that would trigger the different responses is made when the respondent completes a multiple choice question in the Google Form. This data is therefore available in the corresponding Google Sheet.

I can't workout which which stage/block in the Ultradox is used to refine/filter the selection; thereby ensuring that, once the row is loaded, the route followed will be determined by the respondents choice.

I think I am clear about the process That is: If the user selects option 1, Ultradox activates route 1. If they select option two, Ultradox activates route 2 etc. The advisers have 9 options that they can choose.

In my Ultradox, I am using the suspend and resume facilities. I am assuming that any filtering process would be applied immediately after the suspend and before the automatic email, prompting the resume is sent.

Your comments and guidance would be welcome.

Nigel

Daniel Florey

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Nov 5, 2015, 8:48:58 AM11/5/15
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You can turn on/off the building blocks based on a variable. Just click on the on/off switch and enter the condition, e.g. 
${if option="First option"}true${else}false${end}
You may want to use the skip blocks to skip multiple blocks based on an option.

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Nigel Spears

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Nov 6, 2015, 4:33:18 AM11/6/15
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Thanks Daniel,

Would it make sense to create an Ultradox Sub-flow to manage the specifics of each option, instead of using "skip" or will that then cause problems with the suspend/resume elements of my main workflow? Each of the sub-flows would need to remain connected to the master Google Sheet and update the status column/field as necessary.

Thinking about this logically, the suspend/resume would be in the sub-flow and not in the workflow. Once the sub-flow has been triggered, all emails and PDFs etc. and the interaction with the adviser seeking the approval of the draft documents, are specific to that sub-flow. The main purpose of the top-level workflow is to select the appropriate sub-flow based on the conditions. I can create create 9 different sub-flows and adjust the email text and documentation as required. I just need to ensure that everything relates back to the correct line in the Google Sheet, particularly as the user has the option to amend and update the data if they find any errors when they review the draft.

Nigel

Nigel Spears

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Nov 6, 2015, 6:40:28 AM11/6/15
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Creating the subflows seems to be partially working. The input data is triggering the correct subflow and the related email is created. What is not happening is that the subflow doesn't seem to know wich record to process and it simply reverts to the first one on the Sheet. How do I ensure that the subflow knows that it is to process line/row 22 or 76 or 1001 and not line/row 1 only. I have tried tto use suspend in the main workflow to record the line but I suspect my problem is that I haven't told the subflow wwhich record tto select and work with.


On Thursday, November 5, 2015 at 1:44:35 PM UTC, Nigel Spears wrote:

Daniel Florey

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Nov 6, 2015, 6:45:41 AM11/6/15
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Please pass the row number as parameter to the subflow.
Add input parameters to your subflow, add a variable called rowNumber and use this variable in your update etc. blocks.

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Daniel Florey

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Nov 6, 2015, 6:46:26 AM11/6/15
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We can do a quick remote session if you need help with this...

Nigel Spears

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Nov 6, 2015, 12:32:56 PM11/6/15
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Hi Daniel,

Sorry but I've been in meetings for most of the afternoon. I will send you a link to the test model that I am working on for you to have a look at. I can't edit the live version because the advisers need daily access. Do I need an output parameters block at the end of the main Ultradox and then an input parameters block at the beginning of the sub-flow?. Also, I am assuming positioning in the flow is important. The Ultradox help section says that the output should be at the end of the workflow and that is where I have placed it. But, I am thinking that, if it is required, it should be before the sub-flow block. Let me know what you thing when you get the chance. If necessary, I'd be happy to collaborate.

You should still have a link to the main "School Visits" folder. I will use that Ultradox as the model for the 9 sub-flows I will need to create. Each one will include a suspend and resume routine and the contents of the emails and reports etc. will vary. However, they will all relate to a single on-line Google Form and associated Google Sheet.

Thanks in advance.

Nigel

Nigel Spears

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Nov 7, 2015, 10:30:45 AM11/7/15
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Hi Daniel,

Tried various options but I am still not able to get the subflow to use the same target line in the spreadsheet as the main ultradox. I note that you had a look last night; any suggestions gratefully received.

Nigel


On Thursday, November 5, 2015 at 1:44:35 PM UTC, Nigel Spears wrote:
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