The Email Address element allows the user to enter an email address. The user can manually enter an email address or choose from existing users. If the user is using a tablet of smartphone, they can also choose from their contact list.
Explanation
Below are the steps to demonstrate how to set up the Email Address element.
- Open a new or existing form using the Form Builder.
- Add the 'Email Address' element.
- The screen to edit the element will open automatically.
- For general settings, we refer you to this article.
- Under Input Method, you can specify whether the end user can enter an email address or if it is pre-filled from the Form Builder. You will see the following options:
- User input
- Read-only user
- If you choose 'Read-only email address,' you can enter an email address under 'Value'.
- Check 'Use aliases' if you want the value to be filled by another input field with an alias.
- If you choose 'User input,' you will get some additional options:
- You can specify a 'Placeholder text.' This is useful for the end user to know what is expected of them.
- You can indicate whether the element is mandatory for the end user to fill in."
- You can specify whether the end user can only select users who are part of the teams they belong to.
- If you leave this option unchecked, the end user can choose from any user within the organization.
- You can choose to share the document with the selected email address.
- You can also choose to send an email to the email address.
- You can optionally compose a message to be sent to the email address. In this message, you can also use aliases.
When you choose this option, you are sharing a link to the completed document. Through the link, the recipient can view the content of the document or download the PDF.
- In the 'Settings' of the element, you can also give the element an alias, allowing you to reuse the value later in your forms.
- Press 'OK' when you are finished.