Send Email

The Send Email action sends an email to one or more recipients, with options for dynamic addressing, subject, and body content. This is useful for workflow notifications, approvals, reminders, or any scenario where automated email communication is required.

Properties and Explanation

Roles: Select the roles whose users should receive the email. This can be used to target specific groups in your organization.

To: Enter the recipient(s) using a formula or static value. You can use the Formula Editor to dynamically generate the recipient list.

Use properties of user at task: If checked, the email will use properties of the user assigned to the selected task for addressing.

Select user at task: If checked, the email will be sent to the user assigned to the selected task.

Send to all in User Panel: If checked, the email will be sent to all users currently shown in the User Panel.

Email address (comma separated): Enter one or more email addresses, separated by commas. You can use the Formula Editor for dynamic addressing.

Subject: Enter the subject of the email. Supports formulas for dynamic content.

Hold on an error: If checked, the process will be stopped if there is an error sending the email.

Body: Enter the body of the email. Supports formulas for dynamic content.

• The action supports sending to users by role, task assignment, user panel, or direct email address.

• You can use formulas to personalize the subject and body, or to generate recipient lists dynamically.

• Errors in sending can optionally halt the workflow.

Full Configuration Example

Below is a screenshot of the Send Email action configuration, showing all properties set for roles, recipients, subject, body, and error handling:

• In this example, the email is sent to users by role and direct address, with a dynamic subject and body.

• When the action is triggered, the email is sent immediately according to your configuration.