Send Email

The Send Email workflow action allows you to send an email based on a predefined notification template. This action is used to automate email communications as part of your workflow, providing a way to notify or update recipients with customized content.

Key Configuration Fields

• Name

  • Enter a unique name for this workflow action.

  • Validation Rules:

    1. The name must be unique.

    2. The name length must be between 2 and 100 characters.

    3. The name cannot be empty.

    4. The name cannot include special characters, or spaces, or start with a numeric character.

• Notification

  • Select the email notification template from the list of available notifications in the system.

  • Validation Rules:

    1. The notification field cannot be empty.

• Send To

  • Specify the recipient(s) for the email. This can be a static email address or dynamically sourced from the workflow context.

  • Validation Rules:

    1. The recipient field cannot be empty.

• Placeholder Mapping Table (Optional)

  • A mapping table that allows you to customize the email content by mapping placeholders in the selected notification to specific values.

    • Placeholder Column: Lists all the placeholders used in the selected notification.

    • Value Column: Provides a dynamic field to input the corresponding values for these placeholders.

    • Placeholders are not mandatory and can be left empty.

• Continue on Error (Optional)

  • A toggle that, when set to True, allows the workflow to continue running even if there is an issue sending the email. The workflow will bypass the error and proceed without pausing.

Behavior After Configuration

No additional context is added after the email action is submitted.

Editing the Send Email Action

• Fields

  • Always Disabled: Name field

  • Always Editable: Description, Notification, Send To, Placeholder Mapping Table, Continue on Error