Configure send email action in approval process
To configure an email notification:
- Mouse over the email action in the approval block and click the Edit icon. You can edit The email notification window will slide in from the right.
- In the email section, select the sender's and receiver's email addresses from the From and To drop-down list. You can select the Form fields, Zoho variable or an Approval variable from the list.
- Click Add Cc/Add Bcc to add more recipients in the email. Use commas to separate multiple email address.
- Specify the subject of the email.
- Enter the message in the Message field. You can insert Form field values dynamically to the Message field by selecting the required variable under Insert Fields of Message editor.
- Choose Content Type.
- Click Save Action.
Zoho Creator associates the action in the approval process and executes it on an approval/denial process.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Understand send email action in approval process
The Send Email action allows you to send customized email messages on approval or denial of a record. The email notification is the default action that the system will execute on record approval or rejection. You can edit, delete the existing ...Insert a record during an approval process
Requirement Insert a record into a form when an approval is approved or rejected. Use Case A charity uses an application to approve the students who need their services. Any student can apply for their program, but the charity reserves their ...Display custom action button for specific records
Requirement The custom action button in a report should be visible only for certain records, based on a condition. Use Case An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...Configure send SMS action in approval process
To configure the send SMS action, Navigate to the required approval block in the Approval workflow. Click Add icon. The Add New Action window slides in from the right. Select Notification action type. Choose the Send SMS action. You can use the ...Configure send email action
To improve email deliverability, we will be following an updated email handling policy, effective from September 19, 2024. This means that any public and unauthenticated custom domain email addresses cannot be used as sender addresses in send mail ...