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.
You can check Automatically run when saving in advanced settings if you want to automatically execute this Action Button after saving.
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.
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.
