Start a conversation

Workflow Step Type - Send Existing Form (Externally)

If you wish to send a read only view of a form to an external address, you can do so through the workflow step type called "Send existing form (externally)". This will display the completed contents of a form in an external user's web browser without them needing an HRWize account.

When doing this, you should be careful to not include any sensitive information in the form and to be careful which email addresses you send the form to through the workflow as you won't be able to recall the email once it has been sent out through the system.

For example, we set up a workflow where:

The first step is to send out a form to the employee's manager. After that, the second step is to send this completed form on to an external email address of my choosing. In this step, you will need to reference the workflow step the form has been completed on with the form in step field and then manually enter your external emails as recipients for the completed form.

The email that is sent out the external email address will include your custom text and branding and also a view button where the user can click to view the form in their web browser.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. HRWize

  2. Posted
  3. Updated

Comments