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DocumentationAEM as a Cloud ServiceUser Guide

Configure the Send Email submit action for an Adaptive Form

Last update: Sat Aug 09 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Experience Manager as a Cloud Service

CREATED FOR:

  • User
  • Developer

The Send Email Submit Action enables you to send an email to one or more recipients upon successful submission of the form. This Submit Action enables you to create an email that can include form data in a predefined format. For instance, consider the following template where customer name, shipping address, state name, and ZIP code are retrieved from the submitted form data:

 ```
 Hi ${customer_Name},

 The following is set as your deafult shipping address:
 ${customer_Name},
 ${customer_Shipping_Address},
 ${customer_State},
 ${customer_ZIPCode}

 Regards,
 WKND
 ```

Advantages

Some advantages of configuring an Adaptive Form with Send Email submit action are:

  • It enables quick communication as form data is directly sent to designated email reciepients.
  • It helps in streamlining the workflow by directly integrating form submissions into email notifications.
  • It helps organizations customize the email content, thus making it suitable for specific communication needs.
Foundation Component

To configure a Send Email Submit Action for Foundation Component:

  1. Open the Adaptive Form for editing and navigate to Submission section of the Adaptive Form Container properties.

  2. From the Submit Action drop-down list, select Send email.

    Action configuration of Send Email

  3. Specify sender鈥檚 email id in the From textbox.

  4. Add the email id of the recipient in the To textbox. You can add multiple recipients by clicking the Add button.

  5. [Optional] Add the recipient for CC and BCC by clicking the Add button.

  6. Specify a subject line in the Subject textbox.

  7. Add an email template to configure send email submit action.

    • You can specify the path to the external email template saved in your AEM assets by using the External Template Path option.
    • You can also add a custom email template for the form submission in the Email Template textbox.

  8. [Optional] The Send Email Submit Action provides the option to include attachments and a Document of Record (DoR) with the email.

  9. Click Done.

Core Component

To configure the Send Email Submit Action for Core Component:

  1. Open the Content browser, and select the Guide Container component of your Adaptive Form.

  2. Click the Guide Container properties Guide properties icon. The Adaptive Form Container dialog box opens.

  3. Click the Submission tab.

  4. From the Submit Action drop-down list, select Send email.

    Action configuration of Send Email

  5. Specify sender鈥檚 email id in the From textbox.

  6. Add the email id of the recipient in the To textbox. You can add multiple recipients by clicking the Add button.

  7. [Optional] Add the recipient for CC and BCC by clicking the Add button.

  8. Specify a subject line in the Subject textbox.

  9. Add an email template to configure send email submit action.

    • You can specify the path to the external email template saved in your AEM assets by using the External Template Path option.
    • You can also add a custom email template for the form submission in the Email Template textbox.

  10. [Optional] The Send Email Submit Action provides the option to include attachments and a Document of Record (DoR) with the email.

  11. Click Done.

Universal Editor

To configure the Send Email Submit Action in Universal Editor:

  1. Open the Adaptive Form for editing.

  2. Click the Edit Form Properties extension on the editor.
    The Form Properties dialog appears.

    note note
    NOTE
    • If you do not see the Edit Form Properties icon in your Universal Editor interface, enable the Edit Form Properties extension in the Extension Manager.
    • Refer to the article to learn how to enable or disable extensions in the Universal Editor.

  3. Click Submission tab and select Send email submit action.

    Send Email Universal Editor

  4. Specify sender鈥檚 email id in the From textbox.

  5. Add the email id of the recipient in the To textbox. You can add multiple recipients by clicking the Add button.

  6. [Optional] Add the recipient for CC and BCC by clicking the Add button.

  7. Specify a subject line in the Subject textbox.

  8. Add an email template to configure send email submit action.

    • You can specify the path to the external email template saved in your AEM assets by using the External Template Path option.
    • You can also add a custom email template for the form submission in the Email Template textbox.

  9. [Optional] The Send Email Submit Action provides the option to include attachments and a Document of Record (DoR) with the email.

  10. Click Save&Close.

Best Practices best-practices

  • It is recommended to keep the email content clear and concise. Users should understand the purpose of the email and any actions they need to take.
  • It is recommended for all form fields to have unique element names, even if they are placed on different panels within an Adaptive Form.
  • When using AEM as a Cloud Service, outbound email requires encryption. By default, outbound email functionality is disabled. To activate it, submit a support ticket to request access.
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