Availability

All Email Notification actions require necessary permissions. Refer to Users and Profiles document for more details.

Check Feature Availability and Limits

Configuring Email Notification

1. Access the Developer Application.

2. Select the Automate tab, then select Actions in the left pane.

3. Ensure the Email Notification tab is selected at the top of the list view. The available configurations are displayed.

4. Click New Email Notification to display the mail notification configuration form.

5. Select the category. This is the feature from which the email action will be triggered.

 

6. Select the model/module and provide a name for the email configuration.

7. Configure the from, to, and cc email addresses in the From, Email Recipient, and Additional Recipient text boxes.

 

8. Provide the subject for the mail and the message content in the respective text boxes.

Note: Use the # key inside the subject or message boxes to insert managed entity property values.

9. Click Save.