Email recipients
Add recipients for the email in the
To
,
Cc
and
Bcc
fields. Type a fixed address, or select
Insert variable
to add addresses from the triggering record.
You can select a
user lookup
,
single line text
or
multi-line text
column.
Select
Insert variable
next to the email recipients field to open the
Insert variable - Email recipients
screen.
Select the variable that you want to use, (if your trigger is a file, the only option is 'File author') and select
Insert
.
If your trigger is an iSheet, any user lookup column can be used as a variable.
In this example, when the trigger is activated, the author of each file becomes the recipient of the email.
Please note that it is possible to
send a BCC copy of all notification emails
for audit purposes.
Send emails to user groups
You can also select a
group
as a recipient.
This ensures that everyone in the group receives the custom email.
Grouping emails or sending them individually
Emails sent to people in the
To
field may be sent as a group or individually. The default setting is to send these as a group; one email is sent to all recipients in this field.
Select
Send each 'To' recipient a separate email
to send emails individually, this means that the recipients receive separate emails and they do not see that each other has received the email.
Recipients in the Cc and Bcc fields receive duplicate emails for each recipient in the
To
field.
Sending emails - Internal error
If the email server returns an 'Internal error', such as when an incorrect email address is supplied, Workflow attempts to send the email over the next five days. If the email is not successfully sent after five days then the rule stops and reports a failure.