Article last updated on the 10th of October, 2023.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
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:
Step specific properties
| Parameter name | Type | Required | Description |
|---|---|---|---|
| Options | |||
| To | String |
Yes | The primary recipient of the e-mail being sent. In this field you can either type an e-mail address which the e-mail should be sent to, or you can reference a single- or multi user field. If a user field is selected and it includes Active Directory groups, the members of the groups will also receive the e-mail being sent. This includes external users in the groups.
|
| CC | String | No |
Additional recipients of the e-mail being sent. Recipients in this field will be able to see who else have received the e-mail. Type in an e-
mail address or select a single- or multi user field from the process context. If If a user field is selected and it includes Active Directory groups, the members of the groups will also receive the e-mail being sent. This includes external users in the groups. |
| BCC | String | No |
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. Type in an e-
mail address or select a single- or multi user field from the process context. If If a user field is selected and it includes Active Directory groups, the members of the groups will also receive the e-mail being sent. This includes external users in the groups. |
| Subject | String | No |
The text in this field will appear in the subject line of the e-mail. You can reference data from the process context in this field. |
| Body | String | No |
The body text of the e-mail. You can reference data from the process context in this field. |
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