will.good Posted May 29, 2024 Posted May 29, 2024 Hi, We're wondering if it's possible to have a form emailed into a HB request which can then be reported on? We'd need this to map over certain fields within the email to custom fields, which I think might be the tricky part here. I'm thinking potentially this could be achieved by a workflow by looking at if the description contains x,y,z and then updating the custom fields based on that?
James Ainsworth Posted May 29, 2024 Posted May 29, 2024 Hi @will.good Thanks for your post. Just a couple of questions. 1 hour ago, will.good said: have a form emailed into a HB request It this "form" just formatted text in the body of the email? Is the email updating an existing request or does this email create a new request?
will.good Posted May 30, 2024 Author Posted May 30, 2024 Thanks @James Ainsworth We are thinking primarily updating an existing request, the text would be just formatted in the email body Cheers
James Ainsworth Posted May 30, 2024 Posted May 30, 2024 We do capture the source email that creates a request and the information in that email can be used in the workflow. However, this isn't the case for emails sent to an existing request. Would Google Forms be an option for you?
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