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Submission Events Overview

Clara Siegele
  • Updated

When a form is submitted, the form data is automatically saved to a cloud data store.

 

In addition to this, you can also add other submission events that are performed after a form is successfully submitted. To set these, select the Submission Events tab in the forms section of the console.

The Submission Events option on a Forms workflow tab.

 

Draft Submissions

Submission Events can also be set up to run on a saved draft.  To implement this click the Add Draft Event option. This will ensure that this event only occurs on a draft submission. 

The workflow tab's add draft event button.

Note: You may need to first set up Draft Data Retention in order to enable drafts. 

 

Submission Event Types

  • Email + PDF: Enter an email address to have a PDF document emailed, containing all of your form submission data.
  • CivicPlus Pay: Quickly connect payment options to your Productivity solutions. Build transactional experiences for your users that are quick, safe, convenient, and familiar with the built-in CivicPlus Pay integration. 
  • HCMS. With Productivity's integration to the CivicPlus HCMS, create and manage all your content and data from our single, unified and integrated platform. 
  • Power Automate. Use Productivity's Power Automate connector to integrate your form submission data with hundreds of enterprise backend systems and services, including multi-step logic, approvals, and workflow. 
  • Custom Webhook: Productivity will send a request to this URL on successful form submission. This is an advanced feature used for integration purposes.
  • Micro Focus Content Manager: Use Productivity's Micro Focus Content Manager integration to post your form submission data to your Micro Focus backend system containers and assign actions.

 

Resource

Comments

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2 comments

Date Votes
  • Valerie McKito

    How do you customize the Subject Line to include fields from the form? For instance, the name of the person submitting the request. I know it's something like {ELEMENT:First_Name} but can't find a hint anywhere.

    0
  • William Lawrence
    • Edited

    Try to use {ELEMENT:<field name>} by replacing <field name> such as {ELEMENT:Email} or {ELEMENT:Project_Name}. I believe this is where you cannot use spaces and need to use _ instead.

    0

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