E-mail activity

An activity that sends an e-mail with the body, subject, recipients, and other information you specify.



Configure the E-mail activity

To configure the Email activity, do the procedure in this topic.

Video: Getting Started Training Video

Video: Add an E-mail Activity

Video: eForms with SharePoint - Part 5

Examples

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Common Common icon tab.
      2. On the Common Common icon tab, drag the E-mail E-mail icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for the E-mail Activity.

  2. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the general setup for the E-mail activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Deferred Time

Function:
Specifies the amount of time after which the activity sends the e-mail. This can be a number of seconds, minutes, hours, days, or weeks.
Accepted Values:
A number of seconds, minutes, hours, days, or weeks.
Default Value:
0 Days
Accepts Process Data Variables:
No

My Organization's Business Time

Function:
Specifies to use your work calendar for date calculations.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
  • Deselected - Uses your work calendar for calculations.
  • Selected - Does not use your work calendar for calculations.
Default Value:
Deselected
Example:
The Business Time field is set as selected, and business hours of work calendar are configured as 9 AM to 5 PM. If the task with completion time 8 hours is entered at 1 PM on Monday, then the task must be completed by 12 PM on Tuesday.