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Process Management Framework - Send e-mail

Article published on the 16th of February, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The "Send e-mail" step can be used to send e-mails at some point during a process.

A use case for this step could sending an e-mail to a project manager when all tasks on a project have been completed, letting them know that the project is ready to proceed to the next stage in it's life cycle.

Another use case could be to send an e-mail to a case- or project team if any changes to case or project meta data happens, alerting them of the changes.

The following image shows a process which includes the "Send e-mail" step:

WorkPoint Process Builder - Google Chrome

Step specific properties

Parameter name Required Type Description
To Yes String
The primary recipient of the e-mail being sent.
CC No String
Additional recipients of the e-mail being sent. Recipients in this field will be able to see who else have received the e-mail.
BCC No String
Additional recipients of the e-mail being sent. Recipients in this field will not be able to see who else have received the e-mail.
Subject No String The text in this field will appear in the subject line of the e-mail.
Body No String The body text of the e-mail.
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