E-mail Alert

E-mail Alert allows you to create an e-mail message that will be sent to specified addresses, when a certain event occurs in the frames of workflow. To create this type of action:

Select the New Email Alert option in the action type list and fill out the alert form as described below.

In the General section of the form enter the e-mail alert general data:

Email Alert 1.png

Name In the Name field enter a name of the alert.
Description In the Description field enter an e-mail alert description if needed.
From Specify from whom the e-mail should be sent.
To/Cc/Bcc Select options defining to whom an e-mail alert should be sent. You can specify one or many options described below.
Do not notify modifier Check the Do not notify modifier option, if you do not want to send the e-mail notification to a person who added, modified or deleted the record.

In the E-mail Contents section of the form enter the data concerning e-mail contents:

E-mail Contents.png

Subject In the Subject field enter the subject of the alert. Furthermore, in this field you can use any column placeholder, just write a column name in square brackets [ ], for example [Column Name]. To simplify the placeholder writing, you may type first letters of the column name after the left square bracket sign [ in the notification Body and the columns starting with these letters will be displayed in the dropdown, then you can cut/paste this placeholder from the Body into the Subject field.
Body In the Body field enter the basic information of the e-mail alert. Note that the body of the e-mail notification may contain placeholders (for example, the name of the action: modifying/adding/deleting table records). To configure the body of the message, use the % sign to choose and insert the placeholders you need. Also you can click [ to list all columns of a table and insert column variables you need. Moreover, you can type first letters of the column name after the [ sign and the columns starting with these letters will be displayed in the dropdown.
Format In the Format subsection select a necessary format of a reminder: HTML orPlain Text.
Attach Document In the Attach Document dropdown select a generated document that should be automatically sent by email.
Attach File In the Attach File dropdown you can select a File Attachment column name. As a result, the file kept in this column will be attached to the E-mail notification.

When the E-mail Alert action is created, below the action form you can find the Log keeping the detailed info regarding to the last 100 calls of the action.

Graphical user interface  Description automatically generated

It helps to check the work of the action. If you click on the Details button you can see when the email was processed and delivered or the reasons explaining why the e-mail was not delivered.

Please notice that the non-delivered emails log is available only for databases kept on EU based data servers.

Moreover, you can see undelivered e-mail alerts on the E-mail Non-Delivery Report page.