Notify

Overview

  • The Notify action is designed to inform users or stakeholders about important events, updates, or tasks within a workflow. This communication can be delivered through email channel.

  • Notifications ensure that individuals remain informed about their responsibilities or any changes in a process, helping them stay up-to-date with progress or required actions.

  • Whether it’s alerting a team member about a newly assigned task or reminding users of an approaching deadline, the Notify action enhances communication and coordination within workflows, ensuring key updates reach the relevant recipients promptly.

  • Let’s explore the screens that follow, after drag-n-drop of Notify action on workflow canvas.

Config

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Config Tab

Config Field

Description

Config Field

Description

Email Template

It enables to choose among the email templates accessible to the current user.

To

In email etiquette, use the to field for the primary recipients.

Cc

In email etiquette, the Cc(Carbon Copy) field sends additional copies of the email to other recipients.

Bcc

In email etiquette, the Bcc (Blind Carbon Copy) field also sends copies to multiple recipients, but keeps their identities hidden from each other.

Target Object Id

It is used to input the object id for whom the notifications are to be sent.

Action Details

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Action Details Tab

Input