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Workflow Forms: Manage a form's post submission action (i.e., success message & email)

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When a user submits a workflow form, you can display a custom success message on the screen. In addition, you also have the option to email the user a copy of their submission, with a customized introduction that can contain additional info or instructions.

Admin users can customize these options in each workflow form's settings.

  1. Go to Admin > Workflow Forms and click on the form's edit () icon in the Actions column.
A form's edit icon in the Actions column
  1. Under the Info & Fields tab, scroll down to the Post Submission Action panel.
  2. In the Success Message text box, edit the message that displays on the screen when a user successfully submits the form.
  3. If you would also like to send the user a confirmation email summarizing their submission, set the Email Form Contents to User option to Email content to the user's email address specified in form.
    • Otherwise, set this to Do not email form contents to the user. When disabled, the user will still see the on-screen success message.
  4. If you enabled the post-submission email notification, you can use the Custom Email Intro Text to display additional info or instructions at the top of the email.
  5. Click the Save button.
The Post Submission Action options