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What is an Email Action?

 Email actions send emails to specified addresses.

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

  1. Click and drag the  Email icon from the toolbar onto the canvas
  2. Enter a name for the Email action, then select Create Action
  3. In the Email action  Properties on the right, populate the following details:
FieldDescriptionExample Value
NameName given to the Email Node. This will be displayed on the Actionflow canvas.MyEmailer
FromThe 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
ToThe 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
SubjectThe 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

 Treat the Message as HTML.

 Treat the Message as plain text.

The default setting is plain text. This accepts JEP expressions in the format ${Connector.AttributeName}


MessageThe content of the email. This can be text or JEP expressions. 

// Sends the content of the attribute MyMessage from

// the in pipe

${in.MyMessage}

All fields can be either literal values or expressions encapsulated within ${} syntax, for example ${in.MyValue}.

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.

Worked Example

Here's a worked example using the Shop Data (available from the Learning Centre).

In this example, we are using:  

  • 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

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

  1. On the Shop New Staff Form screen, open the Actionflow on the Save button
  2. Hover over the Save action on the canvas and select, out
  3. Click onto any blank canvas space and choose the 

     icon
    1. Enter a name of the node and select Create Action
  4. Click on the Email Action to open it's Properties and pin the tab
  5. 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 Phixflow
  6. From the menu, choose  System, then  Configuration
  7. Find the System Email Address and copy this into the From field on your pinned  Email properties, and enter the following:
    1. To: enter your email address
      1. This way you can see if the Actionflow is working
    2. Subject:
    3. Message:
      1. Leave all other fields blank
    4.  Apply and Close

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