Email

As a user of the workflow management system, you can incorporate the Email Node into your workflows to automate email communications. This node allows you to send emails under specific conditions, enhancing the efficiency of communication-related processes.

Steps to use Email Component

1. Add Email Component to Canvas:

   To add the Email components to the canvas, you have two options:

   1. Navigate through the components menu in the side panel, and drag the Email component onto the canvas of your workflow.

   2. Click the plus icon, which opens a window allowing you to search for various components and connectors. Search for the Email component and select it.

   Each component will be labeled with a unique identifier (e.g., email_1) for easy reference if multiple Email components are used.

2. Access Email Component Settings:

   Click on the Email Component to open its settings.

3. Select Credentials for SMTP Connection:

   • Choose an available SMTP credential stored in your CXFabric tenant from the dropdown list.

   • Click the ellipsis menu next to the credential selection dropdown to manage credentials (add, edit, view, delete). Click "Manage" to access the full list in the Credential Management page.

   

4. Enter Email Details:

   Within the Email component settings, provide the following information:

   • From: Enter the email address of the sender.

   • Recipient(s): Enter the email address(es) of the recipient(s). You can add multiple recipients, as well as CC and BCC recipients if needed.

   • Subject: Specify the subject of the email, you can use workflow data or variables.

   • Content: Include dynamic content in the email body using workflow data or variables.

   • Attachments: Optionally, attach files to the email by clicking on the attachment icon and selecting the desired file(s) from your local storage.

5. Submit:

   After entering the email details and attaching files if necessary, click the "Submit" button to confirm your configuration.

6. Hover for Information:

   Hover over the Email component on the canvas to view a tooltip with additional information.

7. Execute the Email Component:

   Hover your mouse over the Email Component to display the action buttons then click the play button to execute the step. The execution result can be viewed in the logs panel.

NOTE:

• Ensure that recipient email addresses are correctly formatted to avoid delivery errors.

• Attach relevant files or documents to provide additional information or context within the email message.