Email Event

Static Values Configuration

To configure an Email Event with static values:

1. Title: Enter a descriptive title for the email event.
2. Description: Provide a brief description of the purpose of the email.
3. To Email: Specify the primary recipient's email address.
4. CC Email: Add additional recipients who should receive a copy of the email.
5. BCC Email: Include recipients who should receive a blind copy of the email.
6. Subject: Define the subject line of the email.
7. Content: Write the body of the email.
8. Attachments: Attach any files that need to be included with the email.

Dynamic Values Configuration

For more dynamic email events where values can change based on user input or workflow variables:

1. Title: Use placeholders or variables to dynamically set the title of the email.
2. Subject: Include variables or placeholders for dynamic subject lines.
3. Content: Incorporate dynamic content using variables or placeholders.

Validating Email Events

To validate the configuration of an Email Event:

1. Review Configuration: Ensure all fields are correctly filled with appropriate values.
2. Check Dynamic Values: Confirm that dynamic placeholders or variables are set up correctly and will be replaced with the intended values.

Validation Checklist:

• Title
• To Email
• CC Email
• BCC Email
• Subject
• Content
• Attachments (if any)

Sending Emails Triggered by Workflow

When a workflow with an Email Event is triggered:

1. Trigger Workflow: The workflow must meet its defined schedule or condition to activate the email event.
2. Email Sent: The email should be sent according to the configured details.

Example:

• To: admin@example.com
• CC: manager@example.com
• BCC: ceo@example.com
• Subject: Monthly Financial Report
• Content: Please find attached the report
• Attachments: financial_report.pdf

This ensures that the email is dispatched with all the specified details when the workflow conditions are met.