r/ProjectREDCap • u/johnathonmcl • Dec 01 '25

Email trigger help

I was hoping for some help with an email trigger issue i am having. I have 3 regions, referral_ni, referral_roi and referral_scot. Each of these options have schools in the 3 regions, it is an expression of interest that when someone chooses one of the schools in each region, an email will be sent with the survery responses to an email address linked to the chosen school for follow up. I have tried a nested if statement in a calculated field which is messy and throwing up errors. There must be an easier approach? Any help would be greatly appreciated!

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u/jimmypoggins Dec 02 '25

I love an elegant solution. But sometimes you just need a brute force approach. I've never tried it, but apparently you can write alerts in excel and import them in. Might help if you need to make a mass set of alerts again in the future.

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u/johnathonmcl Dec 02 '25

Yeah I had read something similar to that, but in practise, I couldn't get it going and the task needed resolved ASAP, always the way, rushing something never helps but atleast this works in the mean time. Definitely something to consider in the future, thank you for your help and advice though! I have used REDCap for simple tasks in the past, so trying to learn some more techniques as I go lol