Send an Email
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For configuring the type of alert, under Select communication type, enter/select the values for the following fields:
Select communication type
Select Email as the type of alert that you want to configure
Enter Sender's Name
Enter the name of the sender to be attached to the email
The recipient of this email will see this name in the From field of the email details.
Enter Sender's Email ID
Enter the email ID of the sender from which the email alert is to be sent
The recipient of this email will see this email ID in the From field of the email details.
Enter Reply to Email ID
Email Subject
Enter a subject for your email notification
Email Body
Enter the text that you want to send in the email
How to add dynamic values to create custom message?To fetch and send out dynamic values in message body, just type " [ " and this will open a list of all the form fields that can be added and used to create a customized message.
For configuring the receivers of the alert, under Select receivers, select the required options from the fields below :
Users who are present in company-defined roles
You must select the roles to which the Email is to be sent.
Email IDs from a particular field in the form
You must select the Form fields, to the values to which you want to send the email alert.
Custom email ID list
You must enter the email ID(s) to which you want to send the email alert.
Cc Users who are present in company-defined roles
You must select the roles to which you can cc the Email
Cc Email IDs from a particular field in the form
You must select the Form fields, to the values to which you want to Cc the email alert.
Cc Custom email ID list
You must enter the email ID(s) to which you want to Cc the email alert.
Enter an email ID to which the receiver may reply
Now the last stage is where we configure the notification alerts to be sent out based on a predefined condition. Refer to the steps to configure a condition for alerts .
