Approval events run when the final step in an approval flow has been approved.
Instructions
Navigate to Forms and select a form
Click the Workflow tab
Select Approval Events and click Add Approval Event
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
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
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
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
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
Click Save
