Database Design Documentation
Database Design Documentation
The Send Custom Email Action Button lets you create templates to send emails that contain values saved in your database. Users can directly press this Action Button to send emails to specific email addresses.
This feature is useful for sending interview invitations, order confirmations, or purchase details to vendors.
Navigate to the Design Mode on your Form Page and click Form Tools > Send Custom E-mail under the Custom Buttons section.
In the pop-up window, you can design the email template using HTML formatting and the variables. Check all supported variables here.
Click on the preview button 
to confirm the custom email.
If you decide to use our default template instead, use 
will discard all the changes you've made.
Furthermore, you can attach a URL, Excel, PDF, or Mail Merge file of the record, or other attachments.
If you attach the URL of the record, please ensure that the recipients have Access Rights to the entry. Otherwise, they'll see a blank page when they access the database through the entry URL.
Remember to "Save" before exiting the window.
In the advanced settings, you can check the option to Automatically run when saving. By default, custom emails are sent Automatically run only on initial entry creation.
To send emails automatically every time a record is saved (including creation and modifications), please uncheck this setting.
If the Excel or PDF file of this record is included, it may need more time to complete this action. Checking Running in asynchronous mode in advanced settings can shorten your waiting time but cannot guarantee when the email will be sent.
Note: It is NOT suggested to add an asynchronous button into a combined button.
In the advanced settings, you can choose whether to Show message when execution is successful. It is recommended to keep this option checked. If unchecked, it may be difficult to confirm success during long execution times.
You can also check the option to customize the message. After checking, you can enter a custom message in the field that appears below. Please note the character limit.
You can add a tracking pixel to confirm if the recipient has read the email. Please refer here for more information.
After sending a custom email, you can click on the mail icon to view the custom email history.
If you want to delete the Action Button, you can refer to this article.
Alternatively, if you need additional settings for the Action Button, such as restricting user access rights to use the Action Button, you can refer to this article.
