Email Notifications

Action Form is to able send email notifications to single or multiple recipients with the Send email notifications to list of recipients option, identified with the green arrow on Figure 1.

Enable Email Notifications

  1. To enable the email notifications option, select the Send email notifications to list of recipients option, identified with the green arrow on Figure 1, to open the email template.

    • The Email Notifications template is identified on Figure 2.
Figure 1: Identifies Email Notifications Option

Email Notifications Template

The email notifications template allows you to send a standard email. The template includes standard email form fields such as From, Email Recipients, Email Subjects and Body, identified on Figures 2 and 3. Figure 2 identifies the Heading section and Figure 3 identifies the Body section of the template.

Figure 2: Identifies Email Template Heading Fields



The Body section is used for entering the body of the email message. To enter the body of the message you will need to select the Edit Template link, identified with the blue arrow on Figure 3.

Figure 3: Identifies Email Template Body

Email Template Fields

The Email Notifications template includes field properties for creating a standard email. They are specified in the bullet list below.
  • From
    The From field is for entering the senders email address. You can leave this field blank to use the system default. You may also use tokens, for example [FirstName].

  • Email Recipients
    The Email Recipients field is for entering the recipients email address. You can enter multiple email addresses separated by a semicolon(;). You may also enter tokens in this field, for example [FirstName].

  • Email Subject
    The Email Subject field is for entering the title of the email message. You may also use tokens in this field, for example [FirstName].

  • Body
    The Body field is a large text area used for entering the body of the email message. You will need to edit this section using the Template Editor. The Template Editor is opened with the Edit Template link, identified with the blue arrow on Figure 3.

Email Template Editor

The Email Template editor is opened with the Edit Template link, identified with the blue arrow on Figure 3, below the Body text area of the Email Notifications option. The editor allows you to enter the body of your email message, using the Basic Text box Editor or the Rich Text Editor.
  • Basic Text Box Editor
    The Basic Text Box Editor, identified with the blue arrow on Figure 4, allows you to enter a basic email message. You are able to write a simple message in the text box provided. You can edit the contents currently in the text box to reflect the fields on your action form or you can remove all the contents and write your own. When you are done, click on the Save button at the bottom of the Editor.
Figure 4: Displays Basic Text Box Editor



  • Rich Text Editor
    The Rich Text Editor allows you to customize the body of your email message using the menu tool bar, identified with the green arrow on Figure 4. The Rich Text Editor radio button, identified with the blue arrow on Figure 5, populates the Rich Text Editor template. The template provides controls for resizing the text box if necessary. The template also have modes for viewing and editing the email message; the Design, HTML and Preview modes.

    • Design
      The Design mode, identified with the yellow highlight on Figure 5, allows you to customize your email message. It allows you to format text, apply paragraph and css styles, spell check your email message, customize your links, layout and appearance, including other options.

    • HTML
      The HTML mode, identified with the orange highlight on Figure 5, allows you to view or edit the HTML tags applied to the body of the email message. When you apply formats in the Design menu, the formats appear as HTML tags in the HTML mode.

    • Preview
      The Preview mode, identified with the green highlight on Figure 5, allows you to view the email message. This is how users see the message when you send it.

    Figure 5: Displays Rich Text Editor Template


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