An email exit action sends an email to either a specific user or a specific email address when a business process ends.
Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.
To add an email exit action to a business process template:
- Navigate to the Customize workspace.
- In the Business Processes tab, select the template in which you want to add an email exit action.
- Click the Exit Actions subtab.
The Approval Actions and Rejection Actions areas are displayed. - Click the Add button in the area that corresponds to the kind of action that you want to create, then select Send Email. For an action that is triggered when a business process is approved, add the action in the Approval Actions area. For an action that is triggered when a business process is rejected, add the action in the Rejection Actions area.
The Add Send Email Action dialog opens. - In the Description field, enter a description of the email exit action.
- In the To field, select one of the following:
- User assigned to Approval Plan
Sends the email to the user that is assigned to the business process. - User that submitted Approval Object
Sends the email to the user that submitted the business process form for approval. - Coverage Role
Sends the email to a user based on an assignment model. To select a coverage role:- In the first field, select whether you want the role to be Coverage or Opportunity Team type.
- In the second field, select the user role you want to send the email to.
- Specific User
Allows you to select a user to send the email to. To select a user:- In the Specific User field, click the Select button .
The Select User dialog opens. - Find and select the user you want to send the email to.
- Click OK.
The Select User dialog closes.
- Specific Email
Allows you to enter an email address to send the email to. When you select this option, enter the desired email address in the Specific Email field.
- In the Subject field, enter the subject line of the email.
- In the Body field, enter the body content of the email.
In the Document field, to add a document as an attachment to the email:
- Click the Select button .
The Select Document dialog opens. - Find and select your desired document.
- Click OK.
The Select Document dialog closes.
- Click OK. The Edit Send Email Action dialog closes.
The email exit action is added to the business process template.
Activating business process templates