Connect GlobalForms to your mail server so forms can send email, for example notifications from the Email form action and password reset messages.
Before you begin
-
The details of an SMTP server that accepts mail from the GlobalForms server: host name, port, and whether it uses SSL/TLS.
-
A mail account (user name and password) if the server requires sign-in. Use a dedicated service account rather than a person's mailbox.
-
Access to
config\local.jsonon the GlobalForms server.
Configure SMTP
-
Add an
smtpsection undersettings.emailinconfig\local.json:JSON{ "settings": { "email": { "smtp": { "host": "smtp.example.com", "port": 587, "secure": false, "auth": { "user": "forms@example.com", "pass": "<Password>" } } } } } -
Restart the GlobalForms service.
-
In a form's Form Actions tab, add or edit an Email action and choose SMTP as the transport.
-
Submit a test entry and confirm the email arrives.
Settings
|
Setting |
Description |
|---|---|
|
|
Required. Your SMTP server's host name or IP address. The SMTP option appears in Email actions only when this is set. |
|
|
The SMTP port. Usually |
|
|
|
|
|
The account used to sign in to the mail server. Leave out |
|
|
Optional. Set to |
Common mail providers
|
Provider |
Host / port / secure |
Notes |
|---|---|---|
|
Microsoft 365 |
|
SMTP AUTH must be enabled for the sending mailbox. Your Microsoft 365 administrator controls this. |
|
Google Workspace / Gmail |
|
Google does not accept the account's normal password. Use an app password (requires 2-Step Verification), or Google's SMTP relay service. |
|
Internal mail relay |
Your relay host / usually |
Often no sign-in. Ask your mail administrator to allow the GlobalForms server. |
Troubleshooting
|
Symptom |
Cause and fix |
|---|---|
|
SMTP is not offered in the Email action |
|
|
Authentication failed |
Check |
|
Connection times out |
A firewall is blocking the port, or the port and |
|
Certificate error |
The mail server's certificate is not trusted. Use the server's correct host name, or fix the certificate on the mail server. |
|
Mail is sent but not received |
Check spam folders, and that the sending address is allowed to send for its domain (SPF/DKIM). |
Related pages
-
Self Service User Accounts (password reset email)