...
The form/workflow URL in the above HTML example can be constructed dynamically in a business rule. See this rule example.
| Note |
|---|
Javascript is not allowed in the display message. Plain text, html and control templates are allowed. Anything else will break the message and nothing will be displayed. |
...
Enter destination email addresses in the To: Reply to: Cc;, Bcc: fields. The email can be sent to multiple addresses separated by a comma or a semicolon. The "To:" email address is required. All other email fields are optional.
Tip The tenant admin can configure the from email address on the tenant admin's Edit Tenant page. If you want an email to show a different From:address than what is configured on the Edit Tenant page, enter that address in the From: field. You can enter a static address or use templates to make the the address dynamic. The From address replaces the default no-reply@… , an address configured on the Edit Tenant screen or any settings in web.xml or frevvo.xml config files for In-house customers.
You can even use the standard internet address convention, for example: From: frevvo Client Services <services@frevvo<services@frevvo.com>com>, so that your emails appear in people's inboxes looking like this:
- Customize the email body and Subject text in the Message field. You can use HTML and templates.
- Send the form/workflow data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG. Select the blank option from the dropdown to exclude this attachment in the submission.
- Attach an XML data document using the Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the email.
- Files uploaded to your form/workflow are included if the Attachments checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/workflows, choose the action you want to take from the Send Generated PDF Forms control,
Check All to send all the mapped PDFs. This is the default value.
Check None to send none of the mapped PDFs
Check Select to display a list of all the mapped PDFs associated with your form/workflow. Click the ones you want to be part of the submission. Click again to deselect.
...
Send to Google Drive
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...
The Save to Filesystem wizard is used to connect forms/workflows to the frevvo Filesystem Connector. The connector saves submissions in a specified location and can be configured to create metadata files for importing your submissions into a document Management system.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...
Connecting your forms/workflows to your SharePoint site is easy with the Save to SharePoint wizard. Your tenant must be configured for SharePoint in order for this wizard to display.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...
After the user submits the form, the data will be written into a new row in the Google spreadsheet. This wizards steps you through the process of logging into your google account and locating the spreadsheet you where you want to save the submissions.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...
Manually set document URIs
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
...