Form notifications and linked workflows

Email notifications on submission, plus the per-form workflow links surfaced in the builder.

Each template can fire notifications and workflow actions when a submission is completed. Both are configured inside the FormBuilder, below the elements list.

Email notifications

In the builder, find the Notification Settings card. Fields:

  • Send email notifications when completed (master switch).

  • Notification message (textarea) — the body that appears in the email.

  • Recipients — a Creatable multi-select. Pick existing realm members or type a free-form email address (validated as a real email).

Heads up — Free-typed email recipients aren't verified to be inside your organisation. Double-check before saving — a typo or misuse sends the entire submission body to an unintended recipient.

Linked workflows

Below the notification card, the Linked workflows section surfaces pre-built workflow templates relevant to this form (e.g. an "escalation" template when one of your choice questions has options like Severe, Critical, etc.).

Click a suggested workflow to set it up — it pre-fills with the current form's trigger and the relevant action. See Workflow templates.

Note — Linked workflows are separate from email notifications. A form can have both — emails for routine routing, workflows for conditional logic / multi-step escalations.

Last updated 21 May 2026 · by Carerealm · Suggest a feature or change to this article
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