Email activity
An activity that sends an e-mail with the body, subject, recipients, and other information you specify.
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Configure the Email activity
To configure the Email activity, do the procedure in this topic.
Video: Add an E-mail Activity
Video: Process Designer Overview
Video: eForms with SharePoint - Part 5
Examples
- (Example) Configure an Email Activity (Notify Requester If Requested Hours Not Available)
- (Example) Configure an Email Activity (Notify Requester - On Manager Approval)
- (Example) Configure an Email Activity (Notify Requester - On Manager Rejection)
- (Example) Show a Subform in an E-mail Notification
- (Example) Create Zoom Meeting
- Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Good to Know
- In most text fields, you can use process data variables as an alternative to literal data values.
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Common tab.
- On the Common tab,
drag the Email
activity onto your process.
Procedure
- Complete the fields on the General Configuration screen.
- (Optional) Click Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
General Configuration
Specifies the basic settings for the E-mail activity.
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Deferred Time |
|
Email Notifications
Specifies the email template for email notification.
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Fields
Field Name | Definition |
---|---|
Select Email Template |
|
Create |
|
Email Template Preview |
|
Email Template Configuration screen > Header tab
Specifies recipients, subject, body, and other aspects of an email template.
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Fields
Field Name | Definition |
---|---|
Email Template Name |
|
From |
|
To |
|
CC |
|
BCC |
|
Priority |
|
Process Variables |
|
Email Template Configuration screen > Content tab
Configures the content for an email template.
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Fields
Field Name | Definition |
---|---|
Subject |
|
Email Body |
|
Add Language (+) |
|
HTML / TEXT |
|
Email Approval Template |
|
Attachment |
|
Enter Server File Path |
|
Add |
|
Email Approval Configuration
Configures an email template that participants can use to approve or reject a request from an e-mail. This is an alternative to an online form. If the user has HTML e-mail, the template shows as an HTML form. If the user has text-only e-mail, the user sees a text-only form..
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Fields
Field Name | Definition |
---|---|
Approval Response |
|
Remarks |
|
Preview |
|