As part of the upcoming 3.9 release of the Active Wizard, we’ve added a new email module to the product. The email module provides a new ‘email form’ answer action in the wizard admin. This allows administrators to configure an email address that the form should be sent out to. Here’s what the admin screen looks like:
The address source lets the admin configure where to send the email – it can be admin defined (just type an address in the box), or the address can be supplied by the user filling out the form (user input). Delivery options let the administrator configure what portion of the email the rule is configuring (only one email is sent). A rule can define the To, CC, or From fields in the email. Delivery timing allows the administrator to specify when the email is sent – any combination of when the form is submitted, approved, or rejected is supported.
When the email is sent, the recipient will receive an email with the form PDF and any supporting documents attached to the email. The text of the email is configurable via an XML file. Here’s an example email sent after form submittal:
The email module can be very useful when using the streamline mode of the wizard. Since users do not log in to the system, this gives administrators a good way to send users an email when a form is submitted, approved, and/or rejected.
To see the Email Module in action, check out the following demos:
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