Sending notifications using tabbed dataforms

Tabbed dataforms comprise a parent (home form) and child forms, which are extensions of the parent. Here is an example of the Employee dataform with four tabs: Employee Benefits, Employee 401k, COBRA, and State Continuation. This is a tabbed set of dataforms.

When sending notifications using email templates, you have options to include fields from a tabbed set:

On the Addresses step
On the Conditions step

On the Addresses step

On the Addresses step, when adding a new address in the Source list, the recipient source can be:

The triggering dataform selected in Step 1 Initial
Tabbed dataforms that are children of the triggering dataform
Ad-Hoc email address that you type in the Address field
Or an email address selected from the Address Source Procedure. This option will only appear if an Address Source Procedure has been selected.

Tabbed dataforms

In the Source column, when a tabbed dataform is selected, the Address field displays a selector for user and email type fields that are on the dataform from the tabbed set. The Source list includes all tabbed forms included in the tabbed set. The tabbed dataforms appear immediately after the triggering form in the list and are preceded by a dash (–). The example shows -Form One, which is a child dataform of the parent, Tony Test Form.

On the Conditions step

Items in the Add section denote more granular triggering conditions. For Field Source, you can choose all active child dataforms included in the tabbed set when the triggering form (Table Name selected in Step 1 Initial) is the parent form.

In the example, Employee is the parent form. The child forms display immediately after the parent. The child dataform names are prepended with a dash (–): -Employee Benefits, -Employee 401k, -COBRA, -State Continuation.