Intake form notification

[Vaishali 11]

I have a requirement where when an intake form is submitted....whatever is filled in the fields on the form should go to the user who submitted the form as a notification. Also if the user has uploaded an attachment the attachment should also get attached to the email. Is it possible to do?

If yes, how this can be done?

Thanks in advance!!

[Ankur Bawiskar]

@Vaishali 11 

so what did you start with and where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Aniket Bhanse]

Hi @Vaishali 11 

This looks achievable. You can simply create a new notification and put the trigger condition as "Record Inserted" and in the "What it will contain" section, you can specify the email body as per your need. You can select fields so that the field values will be populated there.

Please mark it helpful if this helps you in some way.

Thank you.

[Vaishali 11]

Hi @Aniket Bhanse what should be the table for the notification? Please note as soon the intake form is submitted we are creating a HR case with all the details and not a ritm.

[Ankur Bawiskar]

@Vaishali 11 

Then answer is simple.

Notification on HR Case table

Where are you stuck?

you can print all the variable information in the email

If my response helped please mark it correct and close the thread so that it benefits future readers.