You may want a field in your mobile form that only allows a valid email response. Using a Short Text field you can require an email address (ie: XXX@XXX.com). The email entered in this field will automatically be pulled into the Email Recipients list at the end of the form. Now you won’t have to re-enter a client’s email address before completing your Submission.
You can do this in these easy steps:
- Add a Short Text field to your form.
- If not already open, click the gear icon on the left to view the Field Settings.
- Change the Style to Email under the Advanced drop down.
- Save or Publish to device to see it in action!
Now if you attempt to enter anything other than a valid email address in the field, an error will popup notifying that a valid email address is required.
You also have the option to always send an email to an address entered in this field. This will ignore what you have configured in the "Email Options" area. Even if you have your Email Options set to either "Cannot email the PDF to anyone" or "Can email the PDF to themselves only," this field will still send the PDF to the user.
Please note: the size limit for emailing a PDF Submission is 25 MB.
How can I have this email field auto-populate with the original submitter's email address in a workflow so that they are sent a copy of the final submission?
Currently, only the final submitter is getting a copy of the completed submission. If I allow a system default value in a short text field, the check box to always email submissions goes away.
Sorry its taken me so long to respond. What I'd do is have a short text field that's set to default to the username (which will always be an email address). Then, on a subsequent screen, I'd create another short text field styled as email (the user doesn't need to see this field, since it's repetitive) and set that to always email. Make sure that second field has the same name as the first field. Under More in the field settings, find the Receipt Label field and enter MIRROR. This is the backdoor mirror feature, which will copy what's in the first field into the second. That should do it!
Let me know if you encounter issue with this setup. Thanks!
How come I don’t have an email settings option under settings? I want to auto send a submission but I don’t even have this option.
I’ve called and filled out help forms with no reponse.
Good question! To set up auto-email options, you will want to navigate to your Apps page, click the name of your related App, scroll down to the Settings section, and find Email Options to click the Settings button.
Here is a link to a related Help Center topic, which also includes details on how to choose sending options for the auto-generated PDF.
I understand from my colleague in Support that you have an active ticket open with them, and their latest reply was sent yesterday around 5pm EST. I have shared details from your comment with them. Please feel free to respond to their latest reply, and they will be happy to directly troubleshoot this matter with you.
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