| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
What is
an Actionflow?An Actionan Email Action?
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
The Email action can be used to send one or multiple emails. If 100 records are pushed into the Actionflow then 100 emails will be sent, unless a phase is used to send a single email.
Creating Email Actions
- Click and drag the
icon from the toolbar onto the canvasInsert excerpt _action_email _action_email nopanel true - Enter a name for the Email action, then select Create Action
- In the Email action
Properties on the right, populate the following details:
| Field | Description | Example Value | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | Name given to the Email Node. This will be displayed on the Actionflow canvas. | MyEmailer | ||||||||||||||||
| From | The email address the email will be sent from. This should match the email address specified as the login email in your Outbound Emailer, see Email Account. | notifications@phixflow.com | ||||||||||||||||
| To | The email address(es) the email will be sent to. Multiple addresses must be comma separated, if an expression evaluates to a list of email addresses then this will be converted automatically to the correct format. | sale@phixflow.com | ||||||||||||||||
| CC | The CC email addresses. Provided as a comma-separated list if multiple values are required. If an expression evaluates to a list then this will be converted automatically to the correct format. This is an optional field. | info@phixflow.com, marketing@phixflow.com | ||||||||||||||||
| BCC | The BCC email addresses. Provided as a comma-separated list if multiple values are required. If an expression evaluates to a list then this will be converted automatically to the correct format. This is an optional field. | info@phixflow.com, marketing@phixflow.com | ||||||||||||||||
| Subject | The email's subject. This accepts JEP expressions in the format ${Connector.AttributeName} | // Send the message followed by a timestamp MyEmailer has run successsfully_ + ${now()} | ||||||||||||||||
| is HTML |
The default setting is plain text. This accepts JEP expressions in the format ${Connector.AttributeName} | |||||||||||||||||
| Message | The content of the email. This can be text or JEP expressions. | // Sends the content of the attribute MyMessage from // the in pipe ${in.MyMessage} |
| Tip |
|---|
All fields can be either literal values or expressions encapsulated within ${} syntax, for example |
Verifying Emails
It is possible to check an email has successfully been sent using the Email tab at the top of the system console. System Console → Email Tab. See System Console
Attachments
Currently unsupported in Actionflows. To send an email with an attachment see Sending Emails.
Built-in Error Handling
Basic validation is performed to ensure that email addresses are well-formed. If they are not this will cause the Actionflow to fail immediately. Other errors, such as email addresses for accounts that don’t exist, won’t cause a failure of the Actionflow but they will result in the email sending not succeeding.
| HTML Comment | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
|
Worked Example
Here's a worked example using the Shop Data (available from the Learning Centre).
In this example, we are using:
- A Shop Staff Form screen containing blank input fields, set up to create a new staff member - this screen was created using the Edit Form template
| Tip |
|---|
If you are completing this chapter as part of the Actionflow course and using a training instance, the data and screens have already been pre-loaded into the Actionflow Intermediate Application. For this example, we'll be working on the Save button on the Shop Staff Form. When a new staff member joins the business, we want an email to be sent to the Team Leader (i.e. you) with a reminder to complete a full induction. |
GIF/SCREENSHOT OF FINISHED RESULT
Modify the Save New Staff Actionflow
- On the Shop New Staff Form screen, open the Actionflow on the Save button
- Hover over the Save action on the canvas and select, out
Click onto any blank canvas space and choose the
iconInsert excerpt _action_email _action_email name icon nopanel true - Enter a name of the node and select Create Action
- Click on the Email Action to open it's Properties and pin the tab
- For the From field, we need to use the email account linked to the system you are using; to find this, hover over the
icon in the top right corner of PhixflowInsert excerpt _administration _administration name icon nopanel true - From the menu, choose
, thenInsert excerpt _system _system nopanel true Insert excerpt _system_config _system_config nopanel true - Find the System Email Address and copy this into the From field on your pinned
properties, and enter the following:Insert excerpt _action_email _action_email nopanel true - To: enter your email address
- This way you can see if the Actionflow is working
- Subject:
- Message:
- Leave all other fields blank
Insert excerpt _finish _finish nopanel true
- To: enter your email address
