Email Events

Modified on Mon, 22 Jan 2024 at 11:48 AM

Workflow has a number of events that can be run during the Draft Event, Submission Event, and Approval Event stages

Email + PDF

Enter an email address can be one of the simplest and easiest submission events to implement. Adding an email address to the Email + PDF submission event ensures that any time the form is submitted an email will be sent to that address. The email will contain a structured PDF of the submission data and links to any attachments that were included in the submission. 

  • Exclude Elements
    • This allows you to remove elements from the PDF that may not be relavent to this recipient.
  • Email Address 
    • The To, CC and BCC email addresses that will receive the email and PDF
  • Email Subject Line 
    • The email subject can be specified allowing easy identification of the email. 
  • PDF File Name 
    • The name of the PDF can also be changed to more easily conform to any existing processes. 
  • Use email templates
    • Email templates are configured in the email templates page and allow you to completely customise the email body.
  • Include Custom Attachment 
    • Custom attachments can be added to the email event by including an API route in your email event form more information check out the article linked above.
  • Display Submission ID in PDF
    • Turning this on will ensure the submission ID is added as a footer to each page of the PDF
  • Include payment details in PDF
    • Turning this on will add a page break after the form content and include the payment receipt information
  • Page break on form pages
    • Turning this on will create a page break in the PDF that reflects the page breaks in the form itself.
  • Run Conditionally 
    • All workflow events can be run conditionally, for more information on conditional logic check out the conditional logic article linked above.
  • Custom Values 
    • The Email Address, Subject Line and PDF File Name can be customised with content from the form. To do this add {ELEMENT:<element_name>} and replace the <element_name> with the Name of the element you want to use (this can be found in the advanced section of the element details). In the example below we are using the Email element as the subject line of the email.


The email action is the same as the Email + PDF, only without the additional PDF. With the ability to add content from the form into the body of the email using the email templates, the PDF is not always required. 

Get Help

If you have any question or would like assistance with setting up your Email actions please contact us via this support portal or email We are happy to assist in any way we can.

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