Set up a “Send an email when a transferred Form is received” Workflow to automatically send an email as a result of a Form transfer. You can set your trigger to activate either each time a Form is transferred for any Template, or for only a specific Template.
You can also set your trigger to activate if the Form is transferred to a specific user or group.
In this Workflow you’ll add message body text during your Send Email action. If you want to reference Form or metadata information in your message body, include Workflow variables.
Access the Workflow Recipes Library in the Workflows tab of the GoFormz web app by clicking Create to begin.
Select the Send an email when a transferred Form is received Workflow recipe.
You’ll navigate to the Workflow Recipe Builder.
Click the pencil icon next to the default Workflow name.
Enter a Workflow name.
Note: GoFormz recommends that you include the Template name used in the Workflow in your Workflow name.
Establish your Receives Transferred Form trigger.
To do this, configure your Transferred To and Template details.
Select the user-based trigger from the Transferred To drop-down menu.
Your options include triggering your action based when a Form is transferred to Anyone, or a Specific User or Group.
Select a Template from the Template drop-down menu.
This initializes your Workflow when a transfer occurs involving a Form created from your specified Template.
Establish your Export Form to PDF action.
To do this, select the Included Pages and Filename.
Included pages is where you select the Form pages you want exported to PDF.
Note: If you want to export all Form pages, leave this field blank.
Enter a name for your PDF in Filename.
Note: If you choose not to name your PDF, your PDF will adopt the name of the corresponding completed Form.
Establish your Send Email action.
Note: Use Workflow Variables to reference Form and metadata options in your action.
To is where you provide the email address(es) of your intended recipients. Separate multiple email addresses using commas.
Indicate the email subject in the Subject field.
Note: If you leave this field blank, your subject line defaults to "Message from GoFormz".
Manage the message of your email in Body.
Toggle between Editor and Preview modes to view and apply changes.
The Attachments field determines the PDF that is emailed and output in the Export Form to PDF step.
Note: Do not change the Attachments field.
Modify your From Display Name and Reply To Email can be set in the Advanced settings.
Click the Activation Slider.
The Workflow Activation status displays as Active or Inactive.
Want to verify that your Workflow is set up correctly?
If you want to verify that your Workflow is correctly set up, complete the Workflow trigger you set up in Step 3 above.
Next, check the Workflow Jobs page in the GoFormz web app.
Here you’ll see if your Workflow succeeds. If your Workflow is successful, you’ll see an email delivered to the specified email address.