Send email notifications with PDFs

In Flowfinity, you can set up automatic email notifications to be sent from the field as soon as a user submits a form. In addition to sending email notifications with completed mobile form details, you can configure Flowfinity to attach a PDF summarizing the information.

Example

A technician records the information associated with a work order they are completing. Upon submitting the work order to the office, the customer gets an email instantly, with a PDF attachment of the work order details to keep for their own records.

Flowfinity - Send email notifications with PDFs

Instructions

  1. Customize the application
  2. In the Form section, click on the '+' sign in the upper right corner to create a new layout.
    Flowfinity - Send email notifications with PDFs
  3. Provide an appropriate name for the layout (e.g. Send to Customer).
  4. Specify an image, header, and footer to be visible on the PDF (if necessary), then click ‘Save’
    Flowfinity - Send email notifications with PDFs
  5. Back in the Form section, go through each field and indicate its visibility in the new layout. This will decide which fields are shown in the PDF
    Flowfinity - Send email notifications with PDFs
  6. In the Notifications section, click on the ‘Add notification’ button
    Flowfinity - Send email notifications with PDFs
  7. Specify the information for the 'From', 'To', and 'General message properties’ sections of the email
    Flowfinity - Send email notifications with PDFs
  8. In the message configuration section, click on the ‘PDF attachments’ tab
    1. Select the layout you created earlier to indicate that a PDF formatted with this layout should be attached in the email notification
      Flowfinity - Send email notifications with PDFs
    2. Edit the formula used to generate the PDF file name
  9. Edit the operation that is used to report the work order (eg. Report Work) to trigger the automatic email notification with a PDF attachment to be sent out
    1. Visit the Operations section from the top menu and click the operation to launch the menu and select 'Edit Operation'
      Flowfinity - Send email notifications with automatically generated PDFs
    2. In the ‘Trigger notifications’ section, check the check-box to indicate that the notification you created should be triggered when the operation (Report Work) is performed
      Flowfinity - Send email notifications with PDFs
  10. Save the operation, and publish the application