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    • Automatic response to new complaint
    Question

    Automatic response to new complaint

    • Forum|Forum|2 months ago
      November 21, 2025
    • 1 reply
    • 46 views

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    Thinker
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    • Nick Davies
    • Thinker

    I am using IQM Pro version 7.7.0.0 and would like to set up and automatic email response when a complaint submitted through web reporting meets a given criteria, is this possible?

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      1 reply

      Sam Jackson
      Ideagen Employee
      Forum|alt.badge.img+5
      • Sam Jackson
      • Ideagen Employee
      • Forum|Forum|2 months ago
        November 23, 2025

      Hey ​@Nick Davies,

      Just to clarify, automatic responses are possible, but it depends on how your Web Reporting is set up.

      1. If users log in (Authenticated Web Reporting)

      If the person submitting the complaint is logged into IQM, you can send them an automatic acknowledgement.

      You’d do this by:

      • Enabling the relevant message (e.g. Occurrence Created) in Messaging.

      • Setting the recipient to Occurrence Reporter

      • (Optional) Adding criteria in Messaging → Conditional Recipients using the core fields:

        • Type

        • Mandatory?

        • Location

      This will email the submitter automatically when their complaint meets those criteria.

      2. If users do not log in (Pre-Authenticated Web Reporting)

      In this mode the system does not know who the reporter is, even if you capture their email on the form.

      So automatic responses to the submitter aren’t possible.

      Most customers handle this by adding an acknowledgement step into their workflow, e.g. a stage action to send a confirmation email.

      Quick clarification

      Are your Web Reporting users logged in, or submitting without authentication?
      That determines which option will work for you.

      Thanks,

      Sam

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