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How to configure an e-mail sending action

 

Prerequisites

  • Access to the Business rule (BR001) menu.
  • E-mail sending configured in the E-mail notification (CM022) menu.
  • Default e-mail server configured in the E-mail server (CM010) menu.
  • Users with a valid e-mail registered in the Organization structure > User (AD004) menu.

 

Introduction

When creating a business rule, after setting the triggers, we need to configure the chosen action. 

The e-mail sending action allows for passing on important information by e-mail, such as notifying a manager about a change in the status of a customer's order, for example.

See below how to configure an e-mail sending action in the business rule:

 

Configuring an e-mail sending action

  • Dynamic words are tokens that change automatically. They usually represent names of records, identifiers, types, etc.
  • If the message addressee does not use any of the added languages, the message will be sent in the primary language.
 

 

Conclusion

Thus, the e-mail has been configured and is ready to be sent automatically after the rule is created.


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