Overview

The Two-way Email pop-up appears when a Submitter submits an Incident Submission Form. A Submitter can bypass the Two-way Email pop-up depending on your configuration settings.

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions.

Required Information/Setup

Before Configuring the Two-way Email pop-up, you must add a Submitter property to a Form. For more information on adding a Submitter property to a Form, please refer to the Enable the Confidential Submitter Property article.

• Enable the Confidential Submitter Property

If you would like to utilize Two-Way Email with the Submitter property, you must set up email settings. For more information, see the following articles.

• Email Settings Overview
• Create an Email Setting
• Enable Two-way Email

Navigation

1. From the Home screen, click on the System icon.

System Icon

2. From the Admin Overview screen, click on the Configurable Forms tile under the Applications Management section.

Configurable Forms Tile

3. From the Admin Configurable Forms screen, enter a keyword in the Search field to narrow the Forms list and click a Form Name.

Form Name

4. From the Edit Configurable Forms screen, scroll and find the Submitter property on the Form.

Submitter Property

5. Hover your cursor over the Submitter property and click the Edit icon that appears.

Edit Icon 

Configuring the Dynamic Two-way Email Pop-up

1.  The Edit Component Display pop-up will appear.

Edit Component Display Pop-up

2. There are two ways to bypass the Two-way Email pop-up:

• Email is Required: 
  • Enable the Submitter Email is Required toggle switch and Two-way Email. Users will automatically be enrolled in the Two-way email feature if the Submit Email is Required toggle switch is enabled.

Submitter Email is Required Toggle Switch

• The Submitter is required to enter their email address on the Confidential Submissions Form.

Email Address Field

• After submitting the Form, the Two-way Email pop-up will be bypassed.

• Email is not Required w/ Email:
  • Disable, the Submitter Email is Required toggle switch.

Submitter Email is Required Toggle Switch

• Enable the Two-way Email feature.
• The Submitter selects the No toggle switch on the Remain Confidential section on the Form.

Remain Confidential Section

• The Submitter enters their email address in the Email Address field on the Form.

Email Address Field

• After submitting the Form, the Two-way Email pop-up will be bypassed.

3. There are two ways to display the Two-way Email pop-up:

• Email is not Required w/o Email:  
  • Disable, the Submitter Email is Required toggle switch.

Submitter Email is Required Toggle Switch

• The Submitter selects the No toggle switch on the Remain Confidential section on the form.

Remain Confidential Section

• The Submitter leaves the Email Address field on the Form blank.

Email Address Field

• After submitting the Form, the Two-way Email pop-up will appear with alternate title text (e.g., the word Confidential is removed).

Two-way Email Pop-up

• Confidential Submitter:
  • The Submitter selects Yes on the Remain Confidential section on the Form.

Remain Confidential Section

• After submitting the Form, the Two-way Email pop-up will be displayed.

Two-way Email Pop-up