Intelligence

Intelligence is a great automation tool to use within forms assigning certain actions to automatically create or update records.

Intelligence is a great automation tool to use within your forms. You are able to assign Intelligence to certain actions and automatically create or update records.

In this article, we’ll be showing:

Where to find Intelligence

Intelligence has its very own tab within our toolbox on our form builder. To find Intelligence, first go on to our form builder. This can be a new or existing form.

form builder

The Intelligence icon can be found under the functions icon

intelligence icon

Once you click on the Intelligence icon, the toolbox will change so you can start to create your Intelligence.

blank intelligence

How to create and set Intelligence up

Now you are on the Intelligence tab, you are able to create an new one. Click on the plus button in the top right hand corner of the tab

plus-1

Once you click on this, a new Intelligence set up with appear

set up

Starting at the top, you are able to copy, delete or minimise your set up

copy-1

Under this, you will need to give a name to your Intelligence

name-2

Next you can select an action to take. You can either select ‘Update a Record’ or ‘Create a New Record’

action to take

You can select when to take this action. This can either be when a ‘Response Submitted’ , ‘Response Updated’ or ‘Response Submitted or Updated’

take this action when

You can also select what form to take this action on. This will show you all your forms available on your current account.

form to take action on

Next to can pick what to match. This can be either ‘Response ID’ , ‘Form Field Answer Value’ or ‘Fixed Value’

what to match

If you select ‘Response ID’, an extra field will appear called ‘This Form Element to Match on Target Form’

Response ID

If you select ‘Form Field Answer Value’, 2 extra fields will appear called ‘This Form Element to Match on Target Form’ and ‘Target Form Element to Match’

Form Field Answer Value

If you select ‘Fixed Value’, 2 extra fields will appear called ‘Fixed Value to Match’ and ‘Target Form Element to Match’

Fixed Value

Next are the conditions.

conditons

You can select to either ‘Action’ or ‘Do Not Action’ when your conditions are met

action-1

do not action

Click on the plus button to the right hand side to add your conditions. Simpler to logic, you can use a when formula.

formula

Under conditions, you can select how to modify the value. This can either be ‘Set Value’ , ‘Add’ or ‘Subtract’

how to modify

You can select how your target form element answer update.

element answer

Also you can your value type. You can either select ‘Answer Value’ , ‘Fixed Value’ , ‘Special Value’ or ‘Function Value’

value type

Under you can select a value. If you select ‘Fixed Value’ you can input your own value. If you ‘Answer Value’ , ‘Special Value’ or ‘Function Value’ you can select from certain options.

value

Lastly, you can add more actions to perform from your target form.

action to perform

If you click on the plus button, it will add in a new set up for you to select how to modify the values again.

modify