Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add an Email Submission Event to a Form

  • Updated:

Submission events run when the user clicks the submit button after completing a form. This article walks through how to add a submission event to a form using the Email + PDF or Email event types. Learn more about Submission Events. 

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Forms and select a form
    Select form.
  3. Click the Workflow tab
    Workflow tab.
  4. Select Submission Events and click Add Submission Event
    Add submission event button.
  5. Select Email + PDF or Email as the Event Type
    Email or email and pdf event type options.
  6. Add the Email Addresses by typing them into the field and hitting Enter. You can include multiple email addresses and can also choose to CC or Bcc email recipients. 
    Email address fields.
    Note: Learn how to use Submission Data Injection to send an email to the user who submitted the form.
  7. Complete the remaining Submission Event fields, as needed
    Submission event fields.
    Note: Fields will differ depending on the Event Type chosen. Several fields allow form element or submission data injection. Select the plus sign next to the field for available values. 
    • Label: Add an optional label to the submission event
    • Email Subject Line: Enter the desired subject line of the email
    • Run Conditionally: Set conditional parameters for the submission event
    • Advanced
      • Email Configuration
        • Exclude Attachments: This allows you to remove attachments from the email that may not be relevant to this recipient
        • Use email template: Toggle on to select an existing email template from the drop-down menu
        • Include custom attachments: Add a custom URL or Hosted API to the submission event
      • PDF Configuration
        • Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient
        • PDF File Name: Enter the desired name for the PDF attachment
        • Display submission ID in PDF: Turning this on will ensure the submission ID is added as a footer to each page of the PDF
        • Display external ID in PDF: Include the External Id/Receipt Id in the footer of the PDF
        • Include payment details: Toggle on to add a page break after the form content and include the payment receipt information
        • Include calendar booking details in PDF: If you have added a calendar booking event to the form, you can toggle on the option to include the information in 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
        • PDF Page Size: Select A4 or US Letter as the PDF size
  8. Click Save
    Save workflow.

 

Supporting Articles

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.