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Manage the sending of emails

Application database > Data processing tile > Email templates

Application database > Data processing > Email templates

Sequence of procedures

To set up the sending of automatic emails regarding the process, the following procedures are necessary:

Define the email recipients

  1. Click to create a new email template.
  2. In the Attributes tab, enter an identification code for the template in Code.
  3. In Email event type, select the condition that triggers the automatic sending of the email.
  4. In the Recipients tab, select the desired types of user in Specific recipients.
  5. To send the email to specific users of the environment only, click in the Recipients field and select the desired users in the Select elements window.
  6. To exclude specific users in the selected group from the email, click in the Excluded Recipients field and select the desired users in the Select elements window.
  7. Repeat steps 4 to 6 to define the recipients of carbon copies (in CC) and blind carbon copies (in BCC).

Define the email contents

  1. In the Attributes tab, select the desired format for the email text in Email text type.
  2. Enter the subject of the email in Subject. To insert parametric elements. See List of parametric elements of email.
  3. Enter the body of the email in Body. To insert parametric elements. See List of parametric elements of email.
  4. Select Enable to enable the sending of the created template.
  5. Click Save.

Abilitare l'invio di email sul processo

Application database > Processes tile > select process > > Process setup (Data Processing Section)

Application database > Navbar > Processes & Workflows > Process > select process > > Process definition (Data Processing Section)

Selezionare la casella Invio mail e fare clic su Salva.

Enable the sending of emails on the process

Application database > Processes tile > select process with dimension by step > > Process setup > (Submission and notifications) Checking rules

Application database > Navigation Panel > Processes & Workflow > Process > select process with dimension by step > > Process setup > (Submission and notifications) Checking rules

Select the Notifications and events box and click Save.