Email Workflow Event

Email workflow events allow you to send an email when a form is submitted. This article explains the available configuration options for the email, including recipients, subject line, email body, attachments, and generated PDFs.

TABLE OF CONTENTS

• Email Workflow Event
• Main Configuration
• Advanced Configuration
  • Email Configuration
  • PDF Configuration
• Custom Values
• Getting Help

Email Workflow Event

The Email workflow event is the simplest workflow event type. It sends an email to the configured recipient email addresses when the workflow runs.

Main Configuration

Label: The label helps you identify this workflow event when viewing it in the workflow screen or elsewhere in the platform.

Email Address: The To, CC, and BCC email addresses that will receive the email.

Email Subject Line: The subject line shown on the email. This can help recipients identify the email and its purpose.

Run Conditionally: Email workflow events can be run conditionally. For more information, see the Conditional Logic article.

Advanced Configuration

Email Configuration

Email configuration allows you to customise the content of the email body and include attachments.

Exclude Attachments: Removes attachment links from the email body. Attachment links are created by Signature, Files, and Camera elements.

Use email templates: Email templates are configured in the Email Templates menu and allow you to customise the email body. For more information, see the Email Templates article.

Include Custom Attachment: Custom attachments can be added to the email event by including an API route in the email event. For more information, see the Custom Email Attachments article.

PDF Configuration

If you want to include a PDF as an email attachment, click the + Add PDF button.

PDF File Name: The name of the PDF attachment. This can be changed to better support your existing business processes.

Exclude Elements: Allows you to remove elements from the PDF that may not be relevant to the email recipient.

Display Submission ID: Adds the submission ID as a footer on each page of the PDF.

Display External ID: Adds the external ID as a footer on each page of the PDF.

Include calendar booking details: This option is only shown when a calendar booking event has been configured. It adds the calendar booking details to a new page at the end of the PDF.

Include payment details: This option is only shown when a payment event has been configured. It adds the payment details to a new page at the end of the PDF.

Include approval form content: This option is only shown when an approval flow has been configured. It adds the details of any approval forms to a new page at the end of the PDF.

Page break on form pages: Creates page breaks in the PDF that match the page breaks in the form.

Custom Values

The Email Address, Email Subject Line, and PDF File Name can include content from the form submission.

To add form content, use the following format:

{ELEMENT:<element_name>}

Replace <element_name> with the name of the element you want to use. The element name can be found in the advanced section of the element details.

For example, you can use the Email element as the subject line of the email.

Getting Help

If you need any assistance with Email Workflow Events, please reach out through the Report Issue menu or email support@oneblink.io.