Select Form Inbox Follow Up from the list of Automations:
Choose the form for which you would like to create follow up messages:
You can set up to three conditions which will trigger the Inbox message to be created. The message will be created if any of the specified conditions are met. The responses to each question that you specify will also be included in the Inbox message.
You can also select whether the Inbox message should be created as soon as the Form is completed, or when the Job is completed. This is mainly useful when creating Follow Up messages for Forms on Assets, as selecting the “On Job Completion” option will combine all the messages that would have been generated for that Job into a single message. For example, say you inspected 50 Fire Extinguishers at a client’s premises, and 10 of them required some sort of follow-up action based on your form responses. Using the “On Job Completion” option will result in a single message with details of those 10 Asset Forms, instead of 10 separate messages.
Click Next to create the Automation.
Now, when you complete a Form which matches the conditions you set up (and complete the Job, depending on the option selected), the message will arrive in your ServiceM8 Inbox ready to be converted to a job.
