DocumentationAEM as a Cloud ServiceUser Guide

Configure the Send Email submit action for an Adaptive Form

Last update: Wed Jun 26 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Developer

The Send Email Submit Action enables you to send an email to one or more recipients upon successful submission of the form. This Submit Action enables you to create an email that can include form data in a predefined format. For instance, consider the following template where customer name, shipping address, state name, and ZIP code are retrieved from the submitted form data:

 ```
 Hi ${customer_Name},

 The following is set as your deafult shipping address:
 ${customer_Name},
 ${customer_Shipping_Address},
 ${customer_State},
 ${customer_ZIPCode}

 Regards,
 WKND

 ```

Advantages

Some advantages of configuring an Adaptive Form with Send Email submit action are:

  • It enables quick communication as form data is directly sent to designated email reciepients.
  • It helps in streamlining the workflow by directly integrating form submissions into email notifications.
  • It helps organizations customize the email content, thus making it suitable for specific communication needs.

Configure send email submit action steps-to-configure-send-email-submit-action

To configure the Submit Action:

  1. Open the Content browser, and select the Guide Container component of your Adaptive Form.

  2. Click the Guide Container properties Guide properties icon. The Adaptive Form Container dialog box opens.

  3. Click the Submission tab.

  4. From the Submit Action drop-down list, select Send email.

    Action configuration of Send Email

  5. Specify sender’s email id in the From textbox.

  6. Add the email id of the recipient in the To textbox. You can add multiple recipients by clicking the Add button.

  7. [Optional] Add the recipient for CC and BCC by clicking the Add button.

  8. Specify a subject line in the Subject textbox.

  9. Add an email template to configure send email submit action.

    • You can specify the path to the external email template saved in your AEM assets by using the External Template Path option.
    • You can also add a custom email template for the form submission in the Email Template textbox.

  10. [Optional] The Send Email Submit Action provides the option to include attachments and a Document of Record (DoR) with the email.

  11. Click Done.

Best Practices best-practices

  • It is recommended to keep the email content clear and concise. Users should understand the purpose of the email and any actions they need to take.
  • It is recommended for all form fields to have unique element names, even if they are placed on different panels within an Adaptive Form.
  • When using AEM as a Cloud Service, outbound email requires encryption. By default, outbound email functionality is disabled. To activate it, submit a support ticket to request access.
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