This activity sends an email to specified recipients. You need to define the recipients, subject, body type, and email content. When the workflow reaches this activity, the email is sent to all defined recipients with the specified body content.
Group: Communication
Nature: Non-Blocking
Example:
If a contract is rejected during the review process, the workflow automatically sends a fixed rejection email to the submitter.
Properties and activity information
Properties determines the initial behavior of the activity.
Field
Description
Properties
Recipient Type
Select the type of recipients for the email. Multiple options can be selected. Based on your selection, the system displays the remaining input elements on the screen.
User: Sends the email to a specific user(s).
User Group: Sends the email to all users within a selected group.
Field: Allows you to search for fields in the context object that have a lookup to User, User Group, or Contact. You can select one of these fields to send the email accordingly.
Expression: Allows to use constants, variables, or formulas to dynamically update the recipient's email address.
To Addresses
Search for and select recipient email addresses from the list. You can also add email addresses that are not part of the application's user list.
CC Addresses
Search for and select email addresses to send a copy (CC) of the email. You can also add email addresses that are not part of the application's user list.
Field
Search for and select a field(s). For example, ActivatedBy.
Additional Email Address
Search and select a constant, variable, or formula to dynamically update the recipient's email address.
From Address
Enter the sender's email address.
From Name
Enter the sender's name.
Subject
Enter the subject line of the email.
Body Text Type
Select the format for the email content:
HTML: Use for rich text formatting.
Plaintext: Use for simple text.
Body
Enter the formatted email content.
Common
Name
Enter the technical name of the activity.
Display Name
This field auto-populates but can be changed if needed.
Description
Provide a description that is relevant to the activity.