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Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. The wizards are accessible from the form/flow designer toolbar via the  icon labeled what does the user see for Form Actions or the icon labeled what happens to my data for Doc Actions. The action settings are summarized in the form properties Form Info tab. 
An email notification is sent to the tenant administrator or the flow administrator(s) (if configured) when a Form Action post, DOC URI or DOC Action fails and the submission does not reach it's intended destination. When the form/flow is submitted, the user sees the message "Thank You! Your submission has been received." and then the appropriate admin is notified via email. The email is sent when the following Form/Doc actions are configured in a form/flow: This is not applicable to the email doc action since it is asynchronous and the notification would fail if the service were unavailable. Refer to each topic for more information. | Info |
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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. |
The form action wizards configure what users will see when they submit your form. 
Using these wizards you can: - Close the form window
- Display a message to the user in the existing form windows
- Forward to a nicely formatted web page that you have created elsewhere
- Forward to Paypal if your form has sold items to the user
- Post the form data to a service and then forward the user to a web page
The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically create what the users sees rather than hard coding this. See the section on using templates in form/doc/error actions for full details. You can only configure one Form action for a form/flow. This is as designed. |
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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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