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Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/flow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email tab to configure your email. Refer to How to setup Multiple Document Actions for an example. |
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Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/flow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email tab to configure your email. Refer to How to setup Multiple Document Actions for an example. |
To use the wizard, click Doc Action in the toolbar at the top of the form and select the Additional Email Tab. See Email Integration for further details on configuring the content of the email.
How to set up Multiple Document Actions
It is important to remember that doc action wizards are single select by design. The Additional Email wizard can be used to send an email if you are configuring more than one doc action on a form/flow.
Let's say you have a workflow where you want to
- Save a copy of the form to Google Drive
- Email a copy of flow pdf to the IT department
Set up the Save to Google wizard. Then use the Additional Email tab to configure the email to the IT department.
Doc URI Wizards
The doc URI wizards enables you to manually set a URI to which the data will be sent when your form is submitted. The Google Spreadsheet wizard provides additional assistance in setting up the login to your google account and in selecting the spreadsheet.
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