How do I add form fields, labels, tables or conditional text to an email body?

Short answer: In the email body, type / to insert field values and tables. Type labels as plain text. For conditional content, use a condition with two email actions, or a formula field. For a polished layout, attach a PDF from a document template.

Why it happens

• The / picker inserts only field values, not field labels.
• Tables and attachments are arrays, so they can't go inside an expression.
• Tables inserted directly show field IDs as column headers and don't keep color.

How to fix it

To insert fields and tables:

1. For standard process emails, open Manage > Settings > Notification settings and edit the notification. See process notifications.
2. For custom emails, use an integration with the Send an email action.
3. In the Email body, type / and search for the field. For a table, choose the table and the columns to show. Recipients see the data as a table.
4. Type each label as text, then insert the value after it, for example Vendor Name: followed by the field.

To include conditional content, use one of these:

• A condition on two Send an email actions, one per variant.
• A text field on the form with a formula such as if(DropdownFieldID = 'Condition', 'Value1', 'Value2'), mapped into the body.
• An aggregation field that counts table rows, used in the condition to decide whether to send the version with the table.

To show all form data in a clean layout, with named headers or colors:

1. Create a document template.
2. Generate it as a PDF in the integration and attach it to the email.

For rejection notes, use the trigger When an item is rejected and map Last Action Note into the body.