Data Classification

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A reusable email data-classification configuration is available on the Forms Developer Tools page. The Data Classification feature allows you to apply a classification to emails generated as part of a form workflow or approval process. When configured, the classification adds the relevant markings to the top and bottom of the email body and inserts the corresponding classification metadata into the email headers.

For example: You could create a Data Classification that adds the word “Official” to the top of your emails.

Important Note:

While Data Classifications are added to individual forms, the configuration is used across the entire account, meaning if a classification is updated, it will be updated across all forms using that classification.

Instructions

  1. Sign in to your site

  2. Navigate to the Forms tab and select the applicable form or create a new form
    The Forms tab in the left navigation menu with a form selected on the page.

  3. Navigate to the Developer Tools tab
    The Developer Tools tab on the form builder navigation screen.

  4. Scroll down to the Data Classification section
    Data classification options for email workflow events and approvals in the form interface.

  5. Click Manage to add an email classification
    Data classification section a Manage button highlighted.

  6. Click Add Classification
    Manage Email Classifications screen with a highlighted Add Classification button.

  7. Add a Label and select the Environment you want to add the classification to
    Creating email classification with highlighted label and environment option.

  8. Enter Email top and tail wording and configure the Email Headers, as needed
    Email header configuration section with fields for header name and value.

  9. Click Save
    The Save button on the email template page.

  10. You can now select your Email Classification from the drop-down

    Email classification section highlighting the option for official data classification.