Sending an email after a user submits a form

You can send email notifications to managers or other users by adding an activity to the Submit button in a form.

About this task

You can send one or more email on a Submit action, or send one email to multiple email addresses.

Procedure

  1. Click the Stages tab.
  2. Open the Properties panel for a Submit button in any stage.
    To open the Properties panel, select a form item widget. The panel displays on the right side of the screen.
  3. In the Activities menu, select Send an Email.
  4. In the Properties panel, you can:
    • Manually add the email address of the recipient, a subject line, and a message, if required.
    • Populate each of the fields in the Properties panel with information from the form. Under each field, click Insert Item and select a form item from the list.
    • Address an email to everyone in a predefined role by clicking Insert Item > Roles, and selecting the role that you want.
  5. Click OK to save your changes.