Feature Request: Attach CSV File to notification email in approval workflow

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    Darren Hulem
    Asked on August 01, 2022 at 09:09 AM

    Hi, I am looking to build forms, and have a workflow that will send .csv results to an email address if that possible?

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    Ross
    Answered on August 01, 2022 at 09:28 AM

    Hello Darren Hulem,

    Thanks for reaching out to Jotform Support. Unfortunately, the feature you're looking for isn't available at Jotform right now since PDF can only be attached in notifications email as shown in the screenshot below:

    1659359717_62e7d1e53a5b6_chrome_BluFqyRL

    However, as a workaround, you may manually download form submissions as CSV and send it through email. On how to download form submissions as Excel, CSV, or PDF, check out the steps and screencast below:

    1. In the Form Builder page, click on the Downward Arrow icon beside the Form Builder on the top left side of the screen.
    2. Click/select Tables.
    3. In the Tables page, click on "Download All" button on the top right side of the screen.
    4. Click/select Download as CSV.

    1659359917_62e7d2ad53470_2.gif

    I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it. In the meantime, let us know if you have any other questions.