Definition
This action is used for sending e-mails automatically when triggered by the workflow.
Instructions
Drag and drop the Email action from the list on the left into the diagram, under the correspondent “+” icon.
Customize the name and description of the action on the Step Properties panel to the right.
Configure
In order to create the e-mail template, click on Configure.
Fill in the Recipients, Subject, and Body of the e-mail, then click on Save to commit the changes and return to the workflow diagram.
- Variables can be added to the Subject and the Body of the e-mail.
- Data Set Variables will only be available when the Email action is inside a Loop.