Send Email Action

Functionality

The Send Email Action sends an email to specified email addresses. The email addresses can be directly entered into the email field, selected from a field on the page, or provided as comma-separated values to send the email to multiple recipients. Multiple fields can also be selected to retrieve email addresses. Additionally, emails can be sent to users based on their assigned roles. When triggered by an event, this action ensures that the right recipients receive the email. This action is useful for automatically notifying users or sending information based on certain conditions or events.

Steps

Here are the steps to use the Send Email action:

1

Select the roles to send the email to users based on their assigned roles (this step is optional, and it’s only necessary if you want to send the email to users with specific roles, and roles have been assigned to users within your app).

2

Email Addresses Field:

Enter the email addresses in the email field. You can either select field values or manually provide a comma-separated list of email addresses.

3

Subject Field:

In the subject field, type the subject of the email as text (enclose the subject in double quotation marks).

4

Body Field:

In the body field, enter the email content as text (enclose the body text in double quotation marks). You can format the text using HTML tags for line breaks (e.g., ). To insert page field values within the email body, click on the field’s list icon and select the relevant field, then use the format "&fieldname&" within the body text.

5

Send to All in User Panel:

If you have pre-selected users in the user panel, check the "Send to all in User Panel" option. This will automatically use the email addresses of the selected users, so you do not need to manually enter them.

6

Hold on Error:

Check the "Hold on Error" option to ensure the email is sent even if an error occurs during processing.

7

Test Values:

You can test the email by clicking the play button below. This will let you verify the evaluated values before sending the email.

For Example

Imagine a user fills out a contact form by entering their name and email address. After entering their details, the user clicks the "Submit" button. Once the form is submitted, the Send Email action is triggered, sending a confirmation email to the email address the user entered. The email subject will be "Thank you for your submission!" and the body of the email will include a personalized message, thanking the user for reaching out and confirming that their message has been received. By testing this, the user will see how the system automatically sends an email to the address they provided, with the content dynamically personalized based on the form inputs.