form builder elements

What's covered:

• What is the Email element?
• How do I add the Email element to my form? 

What is 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, not saved. 

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.

The email subject is configured in the Email Alert section. The default is "New Record" which is set up in the Email Alert configuration section for dedicated databases.

To send notifications after the creation or editing of records, this will need to be done on the server. Post-process occurs on the server after each record creation and record update, 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: The Email element can be paired with an Option List of email domains or you can all the user to enter the domain manually as necessary.

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 add an Email element to my form?

To add an Email element to your form, please follow the instructions below.

STEP 1. With your form loaded in the Form Builder, click the Email button from the left-hand menu. 

STEP 2. On the right-hand side, you'll see the element properties. Enter the name of your element.  

PLEASE NOTE: If you check the Based on Label option, it will create a data column based on the Label on the element.

STEP 3. From the Input Properties tab, click the Send Email checkbox. When selected, a copy of the record will be sent to the email address stored in this field. This is optional.

STEP 4. Under the Option List tab, select Option Lists.

STEP 5. From the Inline Option List Manager, you have the choice to either create a new Option List with your email domains or select an existing Option List. In this example, we'll be using an existing Option List.

Select your Option List and click Assign Selected.

 STEP 6. Save your form.