Complete Post-submission actions

Select email admin, email customer, save in admin, create CRM lead, generate reference or redirect to thank-you.

What this guide covers

Select email admin, email customer, save in admin, create CRM lead, generate reference or redirect to thank-you. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

1. Open Secure recipient link → Website Design Brief.
2. Go to the relevant website brief step section containing Post-submission actions.
3. Enter or select Post-submission actions using the supported value described below.
4. Continue to the next step or save the current brief so autosave records the value.
5. Reopen the brief or review page and confirm the value is shown correctly.

Fields, choices and supported possibilities

Code-backed validations and workflow rules

• The field is stored as part of the current request or intake answer set.
• Leave an optional field blank only when the form permits it; required fields must pass server-side validation.

Expected result and verification

• The complete post-submission actions workflow completes without a validation, permission, ownership or availability error.
• The related record, portal view, activity entry, notification log or API response shows the expected state.
• Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

• Use controlled test records and non-production credentials before wider rollout.
• Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.

Related Client Discovery & Project Briefing Portal and CRM guides