You can now modify email forwarding for new workflow entries and allow users to choose recipients from a list (i.e. select teammates to share with) or add an email address to their choice (i.e. send form to a customer's email):

Let's go over the two options!

Allow users to select recipients from list

This option allows you to create a frequently used list of emails to send entries to. You can add all the branch managers for example.

To activate the option:

  1. Click the desired Workflow
  2. Click the options button and select settings
  3. Click entries recipients
  4. Check the allow users to select recipients from list box
  5. Create your list and click confirm. Done!

Allow users to add email recipients

This option comes in handy if you would like employees to be able to send information to clients or external vendors.

To activate the option:

  1. Click the desired Workflow
  2. Click the options button and select settings
  3. Click entries recipients
  4. Check the allow users to add email recipients. 

Example cases:

Invoice your customer directly from the field:

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