Send Email Step

Description –

The “Send Email” step is used to send the email to the user with the attachments.

Properties – 

• Send Email?
  This property is used to send the email to the user or not. It has two options: Yes/No.
• • When you set this property as “Yes”, it will send the email to the user.
  • When you set this property as “No”, it will not send the email to the user.
    
• Which email template
  This property is used to set the email template to send the email. You can create this email template using the “Report Builder” of Axonator.
• Recipient email address source type
  This property has two options: Fixed and Reference.
• • Fixed: It is used when you want to send the email to the fixed user(s). You can add multiple email ids in comma-separated format.
  • Referenced: It is used when you want to send the email to the user which you want from the form’s field.

• Recipient email address
  This property is used to set the fixed user to whom you want to send the email. This property is visible when you set the “Recipient email address source type” property as “Fixed“.
• Select Referenced Email Field
  This button is used to set the configuration from which you want to take the email from the form. A field mapper appears which allows you to easily select the form field.
• Attach a document?
  This property is used to determine whether you want to attach the document with the email or not. This property has two options: Yes/No.
  If you set this property as Yes, it will ask you the below property, otherwise, it will send an email with no attachment.
• Which Generate Document Step
  This property is used to set the Generate document step (from which the document is getting generated) from the workflow which you want to attach with the email.
• Attach an Excel ?
  This property is used to determine whether you want to attach the excel sheet which is generated using the “Excel” step with the email or not.
  This property has two options: Yes/No.
  If you set this property as Yes, it will ask you the below property, otherwise it will send an email with no attachment.
• Which Generate Excel Step
  This property is used to set the Excel step (from which the excel sheet is getting generated) from the workflow which you want to attach with the email.