Need Support? Let’s guide you to the right answer or agent.

Custom Email Distribution list

Enable custom email distribution to engage other users with a form. It is difficult for the form originator to forward an item to their cross shift to follow up on. Enabling a distribution / linking for the form requests would enable us to better route the results of the survey request or RFI / Field Queries to other users or actions that are not part of the primary workflow.

  • Nate Philp
  • Apr 12 2022
  • Already exists
  • Apr 12, 2022

    Admin response

    Thank you for submitting your idea. We believe this is already available through the multi assign widget in the forms designer.

    By adding that widget as a part of the form, it can be used as a secondary assignment, i.e. a distribution list. At any stage of the workflow, users can share the form with other users or roles to ensure that all relevant parties are informed. Note that this only includes users and roles that are already a part of the project and not external email addresses.

    If you need more information on the multi assign widget, please refer to this video:

    https://youtu.be/ZmPBTsfd8a8?list=PLwivaFFXYOsEt4ZJtsX5nzZd6fJQ327S9&t=338

    There are other videos in that series that explain other aspects of the forms designer.


    If this is not what you were looking for, please create a comment with further clarification and we will be happy to re-evaluate your idea.