If you have a Form Action set up for your report, to send to a customer when it is completed, then you only need to add another recipient within the Action itself.
- Form Actions
- Can I send a Form as an Email PDF attachment when submitted?
- Can I send a Report as the body of an email?
In the Web Portal, go to Forms > Existing Templates > select the edit arrow for the form template > Actions > Email or Email PDF action that you have connected to the form.
Scroll to the bottom of the page and select Add Recipient.
When the new Recipient fields appear, you can then select from the dropdown where you would like a copy of the report to send. If you want it to send to the User who completed the form, then you can select User Email in the bottom of the dropdown list. If you want it to send to a specific email address every time, then you can select Other, and then enter the email address in the new field that appears.
