Skip to content

Email Notifications

Keep your team informed when forms are submitted. Advanced Forms supports both simple direct notifications and complex workflow-driven communications.

Direct Email Notifications (FormType Only)

The simplest way to send an email when a form is submitted.

Configuration

On the Form Type edit screen, look for the Notification panel.

  1. Email Addresses: Enter a comma-separated list of email addresses (e.g., [email protected], [email protected]).
  2. Email Body: A Lava template for the email content.

Default Template

If you leave the body blank, a default table view of all questions and answers is sent.

Available Merge Fields

  • {{ FormEntry }}: The submission object.
  • {{ FormType }}: The form definition.
  • {{ FormEntry.PersonAlias.Person.FullName }}: The submitter's name.
  • {{ FormEntry.ElementEntries }}: The list of answers.

Workflow-Based Email Notifications

For more control (custom branding, conditional recipients, attachments), use Workflows.

Setup

  1. Create a Workflow triggered by the form submission (see Workflow Integration).
  2. Add a System Communication action or an Email action to the workflow.
  3. Use the FormEntry context to populate the email.

Notification Email (Workflow Action)

The Advanced Form and Advanced Form Pack workflow actions have a built-in Notification Email setting. * Purpose: Sends an email to the Assigned Person when the workflow pauses to wait for them to fill out the form. * Content: "You have been assigned a form to complete. Click here to start."

Configuration Details

Triggering Logic

  • Direct Emails: Sent immediately when a Form Entry status changes to Submitted.
  • Form Packs: Direct emails are not supported for Form Packs. You must use a Workflow Trigger to send notifications for full packs.

Formatting

The default email uses a clean HTML table structure. You can customize this using standard Lava to match your organization's branding.

<h3>New Submission: {{ FormType.Name }}</h3>
<p>Submitted by: {{ FormEntry.PersonAlias.Person.FullName }}</p>
<hr>
<ul>
{% for entry in FormEntry.ElementEntries %}
  <li><strong>{{ entry.FormElement.Name }}:</strong> {{ entry.FormattedValue }}</li>
{% endfor %}
</ul>