Workflow Action - Communications - Email Send

Action:

Email Send

Category:

Communications

Version:

v1.0

Content:

This action obviously sends an email of your design. It does have quite a few interesting options. The email can be configured to be sent to an email address you provide (multiple address can be separated by a comma) or the value of an attribute in the workflow. You can also add email addresses to CC and BCC fields. If you're using attributes to set any email address field, the attribute you provide must contain either a valid email address or the attribute must be of type Person or Group. See the Workflow Tips article for a basic example of emailing a group using workflows.

If the Send To Email Addresses is a group or security role, you have the option of limiting the recipients of the email based on the group role attribute in the Send to Group Role field.

You also have the option of including up to three attachments. First, upload the file as a File type attribute, then select the workflow attribute that contains the file from the Attachment dropdown. The file size that can be sent is limited by both the sending and receiving email services, and is typically 10-25 MB.

The subject line, from address, and body of the email can contain Lava merge fields, so be creative. Also note that the email can be configured to be saved to the recipient's history.

In v14, we made have added new fields for From Name, this is displayed as the email sender's Name when the email is sent. If one is not provided and the From Email is derived from a Person then their fullname is used.

In v20 a new setting allows you to select the Communication Topic for the email. This workflow action setting is a list of Defined Values.