iFormBuilder Common Questions
Table of Contents
What is an Email Alert?
The email alert is different from the Email element in that an 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.
Post-processing occurs when the record is completed and synced, allowing communication from the device to the server that the record is coming through, and once all the data is saved in the data table on the server, post-process actions like sending email notification(s) and post data endpoints will occur.
Post-processing can also occur on the server after each record creation and record update. Email notification will be sent as long as you have the email element field with a valid email address (and 'Send Email' checked in Form Builder) or Email Alert setup.
PLEASE NOTE: If you have an email element on the subform (or lower) level with "Send Email" checkbox checked and you submit the record including the parent, only the subform record information will send in the email.
How do I set up an Email Alert?
Before starting, be sure you are setting up the Email Alert on the parent form. Alerts and Post-Processing are executed from the parent form and subform configurations are ignored.
To add an Email Alert to your form, please follow the instructions below.
STEP 1. Under the Forms tab, click Form Assignment.
STEP 2. Choose the form for which you want to add the Email Alert, and click Assign.
STEP 3. In the Email Alert section, add the email addresses you want to send the records to.
PLEASE NOTE: Be sure to separate each email address with a comma as shown in the screenshot above. The character limit for each field is 1,000. A message showing "Input size limit has been reached" will appear if you reach the 1,000 character limit.
STEP 4. Select the 'Subject' configuration you want. The default is "New Record (Email Alert Configuration)" which is based on the email alert configuration you can set up if you have a dedicated database. The other options will be element name in the form and the value will be the subject line. Only Text, Text Area, Option List Elements or Unique ID will be available to use.
STEP 5. Scroll down to the bottom of the page and click Update.
iFormBuilder Tip: Dynamically populate the subject of the email by following the instructions HERE.