Trigger email notifications from form using validations

Configure form fields to send an email notification to users when the business condition configured for the form field is successful.

For example, the material request email notification is sent to the inventory manager for motor spares replacement when the mobile user submits the inspection round form.
Note: This functionality is available for both standalone and embedded forms.

To trigger email notification from form field:

  1. Click the Dynamic Forms button on the left panel and click the Dynamic Forms option.
    Note: You can also expand the Menu and click the Dynamic Forms option.
  2. In the Home screen, enter the name of the form in the Search Forms field or select a form from the Drafts or Categories section.
  3. Click on the form field.
  4. In the Edit Form Fields section, turn ON the Send Email toggle switch.
    Note: To add the image to the instructions section of the form on the mobile application, select the form in the Sub-Form Name field.
    Figure 1. Trigger email from form
  5. Enter the validation in the Conditions field.
  6. Enter the static text or field reference like {{FIELDKEY}} in the Send To field.
  7. Enter the Subject and Message Body values.
  8. Click Save.