Configure General Options for the E-mail Activity

To configure the general E-mail activity options, do the procedure in this topic.

Figure: General Configuration screen

General Configuration screen

Video: Add an E-mail Activity


Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.

    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Common tab.

    Open Common tab
  3. On the Common tab, drag the Email activity onto your process.

    Drag Email activity


  1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process. For standard task activities, this name also shows in the participant's task list.
  2. (Optional) In the Description field, enter more than one line of text description for your activity.
  3. (Optional) In the Deferred Time section, set the time to send the e-mail.

    Set your limit as a number of time units — for example, 2 hours or 3 days.

    1. In the time units list, select your time unit — for example, Days, Hours, or Minutes.
    2. In the Enter the Variable field, enter your number of time units. For example, if you enter 3, the activity will expire in 3 Days, Hours, or Minutes, as you specified in the time units list.

      You can use Process Variables screen for this value.

    3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.