Destination Rules: An “IF/THEN” workflow for data delivery.

imageDestination Rules Rule.

I love talking with our clients and one reason why is the great feedback on feature requests. One of the most frequent requests I’ve heard over the past 6 months was for the ability to trigger a certain Destinations only when a specific answer was chosen in a form. A simpler way of describing this would be an “if-then” statement for Destinations. If a person is filling out a form chooses “X”, then send an email to “Y”. This is a great idea and am glad to report that now you can do just that thanks to Destination Rules!

Previously, every Destination you set up for a form in Device Magic had to fire each time that form was submitted on a device. This is no longer the case with Destination Rules. Let’s look at an example of a situation where Destination Rules come in handy.

When to use Destination Rules.

Let’s say you have a vehicle inspection report which needs to be completed at the end of each day. Normally, nothing is wrong with the vehicle and the report simply needs to be filed. However, when there is an issue with the vehicle, a copy of the report needs to go to a supervisor so they know about the problem and appropriate action can be taken. I’ll walk you through how you can set up this up using Destination Rules.

Creating a Destination Rule.

We’ll use a very simple form example for a Vehicle Inspection. Here is what the form looks like on the device:

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Let’s say you only want to send the report to a supervisor if the “Vehicle Condition” value is “Fail”:

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Let’s see how you would set that up in the Destination section for the form on the Device Magic Dashboard. First, create a new Destination:

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Next, as an example, let’s make this Destination a plain text email:

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Under “Destination Options” we’ll give this Destination a description so we know more about it on the summary page:

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Under “E-mail Options”, enter the email address for the supervisor and click the blue button under “Destination Rules”. In this example I’m using my own email address.

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Now, we’ll set up the Destination Rule to only deliver when “Vehicle Condition” in the form equals “Fail”:

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Finally, click the green “Create Destination” button at the bottom to save and create the Destination we just set up. Now, whenever the form is filled out an email will ONLY be sent to the supervisor when the “Vehicle Condition” in the form is “Fail”.

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This is a very simple example and there are many more complex ways to set up Destination Rules.  Here is a link to learn even more about Destination Rules.

Written by Device Magic’s Senior Account Manager, Brett Long.

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