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The Send Email element allows you to send an email to anyone at any point in your flow. You can notify the requestor when their request has been approved or denied, or notify people who aren’t part of the approval process but would like to hear about the end result of the request.
From the Approval elements, drag and drop the Email element to the flow canvas.
Click on the Mail icon next to the Email element to configure it. You’ll see three tabs: Email, Recipients, and Advanced.
This is where you can change and personalize the Email Subject and customize the Email Content.
Here, you can change the Sender Name, Reply-to Email, and the Recipient Email.
The Reply-to Email should be your email address, your colleagues, or whoever is tasked with responding to emails when someone replies after their approval/denial.
If you wish to send an email to the requestor, select Recipient Email as the email field. Otherwise, enter the email address of the recipient.
In the Advanced tab, you can send uploads as attachments, attach submission as PDF document or attach a file. The system accepts PDFs, image files, or Word files. Note that you can only attach one file to an email.
If you scroll down, you may also find an option to Hide Empty Fields or to change the Sender Email. The default is email@example.com, but you can add a different email if you wish.
To add a sender email address, follow the instructions from the following guides:
Test the sending email by clicking on the Test Email button at the bottom right side of the window. Otherwise, click on the Save button to finish.
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Are there maximum file sizes that can be sent? I have a PDF and the Submission PDF to be sent and it is not sending? Why would that be?
I want to setup our approval flow to email the requestor when their form submission has been approved or denied. When I open the Recipients tab and scroll down to the Recipient Email box, there is no option to select the Email form field. In fact, it says "This form doesn't have any appropriate fields to add." Why am I seeing this? Our form does in fact have the Email field within it.
Can we add another state in the flow
In progress new state can it be added?
Is it possible to remove the default recipient email that pulls from the form and insert a custom email?
Hi, is there anyway you can store email addresses so that you do not have to manually type them each time you send a form? Can you add email addresses and then select which address you wish to send the form to?
I want to send two different emails both with PDF attachments using the PDF Editor. 1st email is an approval notification to the person who submitted the form that includes a PDF attachment of an agreement, the other is an internal email that includes a PDF attachment of details from the submitted form. When I tested the approval flow, only the 1st email includes a PDF file, the other email does not and I'm not sure why.
I want to add an email field that advises the initiator their request has been approved (or denied). Given I will have more than one initiator, what is the syntax for the reply email so that the correct person gets the reply? Your notes above are not very clear.