iFormBuilder Data

An email report can be set up two different ways, through an Email Alert or through the Email element.  The below instructions will walk you through setting up each of these.

PLEASE NOTE: Using either of these options will send an HTML formatted email of the record to the recipient(s) once the record has been successfully uploaded to the server. 

What's covered:

• How do I set up an email alert?
• How do I email a record via the Email element?

How I set up an Email Alert?

The Email Alert is different from the Email element in that the Email Alert allows you to set up a static list of email addresses to be notified each time a record is submitted or edited for a particular form.

Click here for detailed instructions on setting up an Email Alert.

How do I send an email via the Email element?

The Email element allows you to collect email addresses out in the field and send the collected records to those email addresses once the data is synced. 

Click here for detailed instructions on setting up the Email element.