---
title: "Send Email"
slug: "send-email-crescendo"
tags: ["Send Email"]
updated: 2025-01-02T09:23:07Z
published: 2025-01-02T09:23:07Z
canonical: "help.symphonysummitai.com/send-email-crescendo"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send Email

The **Send email** utility in Form Designer offers a streamlined approach to email communication directly from within the form interface. This functionality enhances efficiency by enabling users to quickly send emails without the need to switch to external email clients or applications. Integrated seamlessly with form data, the utility allows for dynamic population of email content and recipients, ensuring that messages are relevant and personalized.

Sending an email to the end user to request more information about the logged-in request, or an approver seeking action on a specific request pending their approval, are common scenarios where the **Send Email** utility in Form Designer proves invaluable.

Let's explore the following use-case.

| **Use Case** **User Persona:** **Application Designer** | **Solution** |
| --- | --- |
| At ZACME, In a customer support department, agents often encounter complex issues that require input or assistance from other team members or departments. However, Agents waste time in the process of switching between the main application and external email clients like Outlook or Gmail. This manually process include drafting emails, searching for the appropriate recipients, and ensuring all necessary information is included. | To overcome this Sam, the App designer has Integrated Send Email utility within the main incident form that allows the agent to select predefined escalation templates or compose a custom email directly within the form interface. The agent can select appropriate recipients either individual users, or groups or even send email to custom email address. The Send Email utility also automatically populates the email with relevant details from the form submission, such as the customer's name, account information, and a summary of the issue. This reduces the chance of errors and ensures all necessary information is included. |

To configure Send Email in Form Action, perform the following steps:

1. Drag and drop **Send Email** Utility into Actions / Other Actions.
2. Hover onto the added **Send Email** utility chip and click on vertical ellipsis.

Following menu items are displayed.
  - [Configuration](/summit-platform/docs/form-actions-send-email#configuration)
  - [Rename](/summit-platform/docs/form-actions-send-email#rename)
  - [Remove from action](/summit-platform/docs/form-actions-send-email#remove-from-action)

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/send%20email.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

Figure: Actions

## Configuration

To Configure a Send Email utility as Form Action, select Configuration on the Actions / Other Actions and perform the following steps:

Send Email configuration screen is displayed, select appropriate information in the required fields.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/send%20email%20configration.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)Figure: Send Email Configuration

****Configure the properties of send email action here****

This section enables the App Designer to configure the properties of CC and BCC in **Send Email** Form Action.

- **Include CC**

Enable this to allow the consumer to include recipients in the CC list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Include%20CC.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D) Figure: Include CC Once enabled the consumer will be able to add the users in the **CC** field within the **Recipients Selection** while sending email in the Form Action. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/CC(1).png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D) Figure: Consumer View of CC
- **Include BCC**

Enable this to allow the consumer to include recipients in the BCC list. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/include%20BCC.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D) Figure: Include BCC Once enabled the consumer will be able to add the users in the **BCC** field within the **Recipients Selection** while sending email in the Form Action. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Send%20Email%20bcc.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D) Figure: Consumer View of BCC

****Configure the recipients' list****

Select the type of recipients to use on Send Email form.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/recipient%20list.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D) Figure: Recipients

**Users**

These are specific users who are identified by their unique usernames or email addresses from the user master table.

For example, sending an email to john.doe@zacme.com or user123@zacme.com.

Select **Users** in the **Recipients** field. An additional field **Filter User by Criteria** is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1(34).png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

Select a value from **Filter User by Criteria** field. Following are the field values to choose from.

- **Load users based on Sub Domain**

Select this option to view list of users based on the sub domain while sending email from the request or issue. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Load users based on Sub Domain.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)
- **Load users based on Field**

If you select this option, then another **Filter By Field** dropdown is enabled which consists **Customer** and **Vendor Location** as dropdown values. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/based on field.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

In the Consumer screen consider the following:

In **Manage Incident** form if you select the **Customer** field, and when you select **Send Email** on Form Action from Manage Incident page. Then users are displayed based on the customers mapped to the Tenant.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/consumer.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

**User Groups**

Select User Groups to send mail to the predefined groups such as HR Group, Change Authorizers Group, etc.

For more information, refer [static group](https://help.symphonysummitai.com/summit-platform/docs/configure).

**By Roles**

Select **By Roles** to send mail based on the assigned roles.

For more information, refer [Dot Walking](https://help.symphonysummitai.com/summit-platform/docs/dot-walking).

**Groups based on User Properties**

Select **Groups based on User Properties** to send email to users based on specific properties or attributes of users.

**Dynamic Groups**

Select **Dynamic Groups** to send email based on the dynamic field values. These groups are based on field values of the form.

**Approvers**

Select **Approvers** to send email based on the Approvers. These approvers will get direct communication based on the Workflow. To configure, refer [Workflows](https://help.symphonysummitai.com/summit-platform/docs/overview-workflow-designer). These are individuals or groups for approving requests.

For example, with Work Order requests there could be various stages of approval like,

- Manager Approval
- Department Approval
- Stakeholder Approval and so on

The Send Email utility facilitates direct communication with these approvers by enabling users to send emails directly to them through Workflows.

**Custom Email Ids**

Select Custom Email Ids that are not listed in the user master table.

Example: Add an email address such as "sales@acme.com" that is used to send email to sales team.

Send Email Form Action on a Request:

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/consumer%20view.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

****Configure notification templates****

**Allow user to select from notification templates**

Enables App Designer to activate **Allow user to select from notification templates** option. Upon enabling user will be having an option to choose from a pre-existing set of notification templates when composing an email.

For more information, refer [Notification Designer](https://help.symphonysummitai.com/summit-platform/docs/notification-designer-overview).

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/allow%20user%20to%20select%20from%20notificatoin%20template.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

> [!NOTE]
> **Note**
> 
> Only Active notification templates that are created for the respective module is displayed.
> 
> Enable this control for the Consumer to select the Template on Send Email in Form Action.

Upon enabling, consumer can select the template on **Send Email** in Form Action. All the Notification Templates on the list are based on Module and Medium level.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/notification%20template%20selection.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

**Allow Attachments**

Enable attachment functionality to empower users to include files with their emails when utilizing the 'Send Email' feature within Form Actions.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/allow%20attachments.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D) Figure: Allow Attachments

Upon enabling, consumer can choose an **Attachment** and attach to Email, below is the view of Send Email.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/attachment.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

Click **Submit** to successfully save the configuration and return to the Action configure property window. Once the configuration is successful, configured actions is represented with green check icon.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configured%20send%20email.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)Figure: Send Email Form Action

## Rename

Avoid opening the configuration properties to rename the utility. Instead, use the readily available **Rename** Action displayed by clicking the vertical ellipsis icon.

To Rename Send Email form action, perform the following steps:

1. Click vertical ellipsis icon.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/rename%20send%20email(1).png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

Figure: Rename Send Email
2. Select **Rename**.
3. Enter a new Name and click outside window to apply the name effect.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/actions%20rename.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

Figure: Renamed Send Email Form Action

## Remove from action

A Send Email action can be removed from the action bucket (quick or other) by clicking on the vertical ellipsis icon and selecting **Remove from action**.

To remove the Send Email, perform the following steps:

1. Click vertical ellipsis and select **Remove form action**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/remove%20from%20action(3).png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A27%3A39Z&se=2026-10-31T13%3A27%3A39Z&sr=c&sp=r&sig=0ooBchMgwzq3AfoyLqVNhi1kTVwhqEtSo1jAfz6nfV8%3D)

Figure: Remove Send Email from Action
2. Click **Save** on the Actions configure properties window to apply the configuration changes, or click **Cancel** to discard any changes made.