Survey Settings Configuration

This document describes the Survey/Form settings visible in the Plone add-on UI. It is based on the available screenshots and covers the following groups:

• Actions

• Mail

• Mail notifications

• Form Settings

• PDF Form

• Embedding

If additional tabs (Default, Settings, Ownership, Dates) contain fields, add them to this document following the same table structure.

Actions

These options control what happens when a survey is submitted. Multiple actions can be enabled at the same time.

Setting	Possible values	Explanation
Store	On / Off	Persists each submission in Plone so results can be reviewed later in the CMS. Disable if you want to avoid storing data locally.
Mail	On / Off	Sends exported results as email attachments. Requires the Mail tab fields (sender, subject, recipient) to be filled in.
Mail (notification only)	On / Off	Sends a notification email without attachments. Uses the templates from the Mail notifications tab.
POST to endpoint	On / Off	Forwards the submission payload as JSON to a configured HTTP endpoint. Requires the POST endpoint URL to be set.
POST endpoint URL	URL (HTTP/HTTPS)	Target endpoint that receives the JSON payload when POST to endpoint is enabled. Leave empty to disable posting even if the action is selected.

Mail

These options define how result export emails are composed and delivered when the Mail action is enabled.

Setting	Possible values	Explanation
E-Mail sender	Email address	Sender address used for outgoing result emails. Mandatory when the Mail action is selected.
Subject	Text with optional placeholder	Subject line for result export emails. Supports {poll_id} to include the submission ID. Mandatory when the Mail action is selected.
E-Mail recipient	Single email address	Primary recipient for result exports and notifications. Mandatory when the Mail action is selected.
E-Mail CC	One email per line	Optional CC recipients for result export emails. Each line represents one address.
E-Mail BCC	One email per line	Optional BCC recipients for result export emails. Each line represents one address.

Mail notifications

These options define the notification-only email content used when the Mail (notification only) action is enabled.

Setting	Possible values	Explanation
Subject for notifications	Text with optional placeholders	Subject line for notification-only emails. Supports {title}, {detail_url}, and {poll_id} placeholders.
Body for notifications	Text with optional placeholders	Email body for notification-only messages. Supports {title}, {detail_url}, and {poll_id} placeholders.

Form Settings

These options control validation, payload size, and access mode.

Setting	Possible values	Explanation
Force Server Side Validation	On / Off	Runs the external SurveyJS validator binary on every save or submit to ensure server-side validation.
Max size payload (MB)	Positive integer	Maximum allowed size of the submission payload in megabytes. Submissions exceeding this limit are rejected.
Access mode	Public / Trusted access token	Controls whether the form is publicly accessible or requires a trusted access token in the URL.
Trusted access token TTL (hours)	Positive integer (hours)	Lifetime of trusted access tokens in hours. Applies when Access mode is set to require a trusted access token.

PDF Form

These options enable a PDF-based form workflow.

Setting	Possible values	Explanation
Fillable PDF form	Upload a PDF file / None	Optional upload. Providing a fillable PDF enables the PDF-based workflow for this survey. Leaving it empty keeps the standard web form workflow.

Embedding

These options control whether the form can be embedded elsewhere.

Setting	Possible values	Explanation
Embedding mode	None / Iframe	Controls whether this survey may be embedded. Select Iframe to allow embedding; choose None to disallow it.