Set up email follow-ups

It is possible to configure Formflow in such a way that the system automatically prompts the submitting user about missing values over email. This is useful in situations where submissions may come from parties who will not be accessing the web UI at all.

In this scenario, a submission will be marked as "completed" automatically when all required fields are present in the extracted payload.

Submission flow

If, after extraction, there are required values missing, an email is sent back to the submitting user.

A reference to the missing fields will be provided. The user may reply to the email how they like: as an itemised response, or as a freeform reply.

The email is re-processed and additional data points are added to the submission.

The submission is marked as completed once all required fields are set, and it will be exported to Ledger as a new quote. The user will receive a "success" email.

The email loop will not be triggered if all required values are present immediately: in that case the submission will instantly be marked as completed. This will also happen in case there are no required fields set.

Configuring follow-ups:

Go to Formflow Settings. Locate the custom configurations section, and add a new property enableFollowUp and define it as true, for example:

[
  {
    "type": "ledger",
    //
    // other 'settings' omitted...
    //
    "enableFollowUp": true,
    "export-by-default": true
  }
]