Creating the Email Message to Send for a Workflow Step
You create the email message to send for a workflow step in the Email pane.
1. If the Workflow file is not already open, then open it. You open this file in the same way as any other file.
2. In the Workflow pane, select the step for which to configure the message and recipient email addresses.
3. In the Email pane, to select recipients, do the following:
a. Click
To or
CC. The
Select Names window opens. For more information, see
Select Names Window.
b. In this window, select or enter email addresses for all recipients. No limit exists on the number of recipients.
c. When finished, click OK.
Your selections appear for
To or
CC. A comma (,) separates addresses. The icon that appear to the left of an entry reflects the email address source. For more information, see
Email Address Sources.
4. For Subject, enter the subject of the message.
You can use the
Data Fields Toolbar to insert data fields in the Subject line or in the body of the message. For more information, see
Data Fields Toolbar.
As described in
Workflow Special Fields Table, the fields in this special table type are available for insertion in the
Subject line or body of the message.
5. Compose the message.
As described in
Email Templates (Workflow) Table, the fields in this special table type are available for insertion in the body area. Each field is a pre-configured message that you can use as is or customize.
6. In the Email Preview pane, preview the message.
7. In the Email Message pane, make any necessary modifications.
8. Repeat steps 6 and 7 until you are satisfied with the message.
For successful transmittal, a valid email account must be specified on the
Settings page in the
Email Settings window. For more information, see
Specifying Email Settings for the Workflow File.