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Procedure documentationCreating a Send Email Action Locate this document in the navigation structure

Procedure

  1. Open the application in the Object Manager panel.

  2. Under the Detail section, choose the Contained Objects tab.

    The Contained Objects tab page opens.

  3. Choose Action from the Type field and choose Create Object.

  4. In the Object Creation dialog that appears, choose Send Email (Actn) from the Type field.

  5. Enter the name of the action.

  6. Choose Create and navigate to object.

    You are directly navigated to the action object that you created.

    Note Note

    If you choose Create, the action object appears under the Contained Objects tab.

    End of the note.

  7. Under the Detail section, enter the following data:

    • E-mail address of the recipient in the Recipient(s) field.

      You can enter the e-mail address of more than one recipient by using a semi-colon (;) to separate the addresses.

    • Enter the subject and body of the e-mail.

    Note Note

    You can enter dynamic place holders in the subject and body of the email and bind the place holders to a data object or an expression. When the email is triggered, the data objects or the expressions are evaluated. The value replaces the place holders in the email.

    1. Enter the place holders in the Subject and Body field.

    2. Choose the Refresh Place Holder button.

      The Place Holders section appears.

      You can bind the place holders to a standard type, an existing data object or expression.

      • Bind to a Standard Type

        1. Choose Graphical Access (Graphical Access).

        2. In the context menu, choose Default Objects and choose the standard type.

      • Bind to an Existing Data Object

        1. Choose Graphical Access (Graphical Access).

        2. In the context menu, choose Other Context Parameter....

        3. In the Object Query dialog box that appears, select the data object.

      • Bind to an Existing Expression

        1. Choose Graphical Access (Graphical Access).

        2. In the context menu, choose Expressions....

        3. In the Object Query dialog box that appears, select the expression.

      • Bind to a New Expression

        1. Choose Graphical Access (Graphical Access).

        2. In the context menu, choose Create Expression....

        3. In the Object Creation dialog box that appears, create the expression.

          For more information, see Creating Expressions

    3. Similarly, perform the above steps to bind the place holders in the body of the email.

    End of the note.

  8. Activate the action.

  9. Save the action.

More Information

Adding Followup Actions

Creating Action Types