Defining the send email workflow step

CRM Workflows supports a Send Email step action that can be added and defined in the CRM Workflow Designer tab. The Send Email step replaces the Notification step and defines the email content template and the recipients. Recipients can be a specified email address, or Infor CRM SLX users, teams, departments or an entity user value such as account manager by using the @mention interface.

To define a CRM Workflow Send Email step:

  1. Click Integrations on the Navigation Bar. The Integrations list page is displayed.
  2. Click CRM Workflow. The corresponding Integration detail page is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail page is displayed. SeeCRM workflow Properties tab.
  5. Click the Workflow Designer tab.
  6. Click the Settings icon to define or edit the step for sending an Email.
  7. Specify this information in the General tab:
    Caption
    The text that displays as a label for this step.
    Delay Duration
    A numeric value for a number of days, hours, or minutes after the previous step to delay before this step is triggered.
    Delay Increment
    The Days, Hours, or Minutes, after the previous workflow step to delay before this step is triggered.
    Edit Condition
    Defines the condition criteria that must display before the step is triggered. See Defining CRM Workflow step conditions.
  8. Specify the email subject and content using the Template tab.
    1. Specify the email subject in the Subject box.
      • Specify the text that must be displayed in the email subject.
      • Use the @-mention user interface to include dynamic CRM content in the subject content. Type the ‘@’ character followed by a portion of the desired token content.
        Note: To prevent the @-mention user interface from displaying when adding an email address, the @-mention user interface does not display if the ‘@’ character is preceded by an alpha or numeric character without a space. Examples:
        • Typing ‘name@’ do not display the @-mention user interface
        • Typing ‘name @ displays the @-mention user interface
      • Specify the email body in In the template editor box.
        • Specify the text that must be displayed in the email body.
        • Use the @-mention user interface to select a token from the popup listing to include dynamic CRM content in the notification message content. Type the ‘@’ character followed by a portion of the desired token content.
          Note: To prevent the @-mention user interface from displaying when adding an email address, the @-mention user interface does not display if the ‘@’ character is preceded by an alpha or numeric character without a space. Examples:
          • Typing ‘name@’ does not display the @-mention user interface
          • Typing ‘name @ displays the @-mention user interface
        • Format the text content of the email template. Possible values:
          • Bold, italic, or underlined content
          • Numbered or bulleted lists
          • Multiple font sizes supporting heading levels of 1 through 6, along with the normal paragraph font size
          • Font color and background color selections
          • Standard browser fonts of Sans Serif and Serif
          • Left, right, and center text alignment
        • Use the Tx icon to clear all formatting from the selected text.
  9. Specify the recipient distribution lists for the email using the Recipients tab.
    1. To: Type one or more email addresses or use the @mention user interface to include CRM Teams, Departments, users in the email distribution list. Multiple addresses must be separated by semicolons.
    2. Cc: Type one or more email addresses or use the @mention user interface to include CRM Teams, Departments, users in the email distribution list. Multiple addresses must be separated by semicolons.
    3. Bcc: Type one or more email addresses or use the @mention user interface to include CRM Teams, Departments, users in the email distribution list. Multiple addresses must be separated by semicolons.
  10. Click OK when finished.
    Note: 
    • Create and define the next step if the send email step is completed:
      1. Click the Add icon in the Send Email step.
      2. Click Complete in the Select a result window.
      3. Select the required step action to update.
      4. Click Settings to define the step.
    • Create and define next step if the send email step results in an error:
      1. Click the Add icon in the Send Email step.
      2. Click Error in the Select a result window.
      3. Select the step action to update.
      4. Click Settings button to define the step.