Add an Approval Event to a Form

Approval events run when the final step in an approval flow has been approved.

Instructions

1. Navigate to Forms and select a form
   
2. Click the Workflow tab
   
3. Select Approval Events and click Add Approval Event
   
   
4. If the approval flow contains approval forms, you can enable the Include approval form content option to include the approval form data in the event
   
5. Configure the remaining event fields
   
   
   • Event Type: Select the submission event type
     • Note: The available fields will differ depending on the Event Type chosen.
   • Label: Add an optional label to the event
   • Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient
   • Email Addresses: Enter the email addresses to send the email to after the submission is approved. Learn about how to add a custom value to the Email Address field. 
   • Email Subject Line: Enter the desired subject line of the email
   • PDF File Name: Add a name for the PDF attachment
   • Use email template: Toggle on to select an existing email template from the drop-down menu
   • 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: Toggle on to 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: Set conditional parameters for the submission event
6. Click Save
   
   

Related Articles

• Add an Approval Flow to a Form