CREATING AN EMAIL FORM WORKFLOW

GoFormz Workflows let you automatically email a PDF versions of your completed forms. To set up GoFormz to automatically email completed forms, follow the steps below.

  1. Initiate workflow creation. Navigate to the Workflow Tab and click the Create button in the top right corner.

2. Select the Email Completed Form workflow recipe. In the Add Workflow dialog box that appears, select the Email Form recipe from the dropdown and click Next. An empty workflow will appear on your screen with the following steps: Form Completed trigger, Export Form to PDF, and Send Email.

3. Optionally, change the name of your new workflow. Click the icon to the right of the default name and type in the new one. While this is not necessary, we strongly recommend making your workflow name more specific than the default “Email Form”. For instance, you may want to include the name of the form template to which this workflow applies.

4. Set up the Form Completed trigger. Select the desired form template from the Template dropdown. In the example below, we chose the "Sample Work Order". This means that the workflow will initiate whenever a form created from this template is completed. Click Next when you are done.

5. Set up the Export Form to PDF action. Specify which form Pages should be exported to the PDF. Use dashes to specify page ranges and commas to separate page ranges and numbers; for instance, “1,3-5,8” means that pages 1, 3, 4, 5, and 8 would be exported. Leave this field blank if you want to export all form pages. Click Next when you are done.

6. Set up the Send Email action. This action will email your PDF. The following fields must be specified for this step:

  • To: Email addresses of the intended recipient(s). Seperate multiple email addresses with Commas.

  • Subject: Subject of your email. If blank, it will default to "Message from GoFormz"

  • Body: Message of your email. Toggle between Editor and Preview to make and view changes.

  • Attachments: Do not change this field! This field determines which PDF is emailed and is automatically set to be the PDF that is outputted by the Export Form to PDF step.

From Display Name and Reply To Email can be set in the Advanced settings of this step.

7. Save and activate the workflow. If you want the workflow to go into effect as soon as you save it, activate it by clicking the Inactive slider in the top right to change it to Active. Finally, click Save in the top right to complete your workflow creation.

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