When creating workflows for forms, the simplest place to start is by creating an email. In this article, we cover the Email Workflow events and the configuration options available to customise the emails and PDFs they generate.
TABLE OF CONTENTS
The email workflow event is the simplest type of workflow event. It will send an email to the configured email address(s). Below are the configuration options for your email event.
Main Configuration
Label: This is the Label of your workflow event. It will easily allow you to distinguish the event from others when viewing them 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 email subject can be specified, allowing easy identification of the email.
Run Conditionally: All workflow events can be run conditionally. For more information on conditional logic, check out the conditional logic article linked above.
Advanced
Email Configuration
The email configuration allows you to modify the content of the email body and include attachments to the email.
Exclude Attachments: This setting allows you to remove 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.
Include Custom Attachment: Custom attachments can be added to the email event by including an API route in your email event. For more information, check out the article linked above.
PDF Configuration
PDF File Name: The name of the PDF can also be changed to more easily conform to any existing processes.
Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient.
Display Submission ID: Turning this on will ensure the submission ID is added as a footer to each page of the PDF.
Display External ID: Turning this on will ensure the external ID is added as a footer to each page of the PDF.
Include calendar booking details: This option is only shown if you have a calendar booking event configured. It will include the details of the calendar booking on a new page at the bottom of the PDF.
Include payment details: This option is only shown if you have a payment event configured. It will include the details of the payment on a new page at the bottom of the PDF.
Include approval form content: This option is only shown if you have an approval flow configured. It will include the details of any approval forms on a new page at the bottom of the PDF.
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.
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.
Get Help
If you have any questions or would like assistance with setting up your Email actions, please contact us via this support portal or email support@oneblink.io.
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