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
Navigate to Forms and select a form
Click the Workflow tab
Select Submission Events and click Add Submission Event
Select Email + PDF or Email as the Event Type
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.
Note: Learn how to use Submission Data Injection to send an email to the user who submitted the form.
Complete the remaining Submission Event fields, as needed
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
Click Save
