Send an Email

Selecting the communication type

For configuring the type of alert, under Select communication type, enter/select the values for the following fields:

FieldDescription

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.

Selecting the receivers for your email

For configuring the receivers of the alert, under Select receivers, select the required options from the fields below :

FieldDescription

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.

Setting a condition for your alerts

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 here.

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