Send e-mail
When the Send E-mail rule is executed, an e-mail based on a template can be sent.
Availability
The rule can be added to:
- User actions
- Bulk actions
- Scheduled actions
- Rest actions
Properties
| Property | Required | Description |
|---|---|---|
| Label | No | A brief description of the rule. This description is visible in the list of rules and meant to distinguish similar rules from each other. |
| Description | No | A longer description of the rule. You can use this field to describe the purpose of the rule is. |
| Subject | Yes | This is the subject line of a the e-mail. BizzStream expressions are allowed. |
| Template | Yes | The template that is used to render the content of the e-mail. Only templates of the type HTML can be selected. |
| From | No | This is the e-mail address from which the recipient perceives the e-mail to be sent. When you enter an e-mail address here, ensure that it is validated beforehand. Contact your consultant in case of email validation requests. It's possible to use Bizzstream Expressions to populate this field. For instance, {!emailUser!} will give the result of having the From address filled with the e-mail address in the emailUser field. |
| Template Attachments | No | You can select one or more templates. When the rule is executed, these templates are added to the e-mail as PDF attachment. |
| Attachments | No | You can select one or more attachment header field. When the rule is executed, the attachments in the selected fields will be add as attachments to the e-mail. |
| Recipient Groups | No | This is where you can select one or more Access Groups. E-mails will be sent to the users that are member of these Access Group in the document on which the rule is executed. |
| Recipients | False | A comma separated list of e-mail addresses of recipients. This field can be used to send mails to people who are not member of an access group. BizzStream Expressions can be used in the field. For instance, peter@company.com, {!emailSupplier!}, invoice@company.com will result in e-mails to peter@company.com, invoice@company.com, and the e-mail address in the emailSupplier field. |
| Default Language | No | If there are translation keys in the e-mail, BizzStream resolves these in the language of the user/visitor. If the recipient is not a user or visitor, BizzStream sends the mail in the default language. If no default language has been set, the default language is English. |
| Execute Only If | No | The condition that needs to be met in order for this rule to execute. If this field is empty, the rule will always be executed. |
Recipients
The Send E-mail rule sends the e-mail to:
- The users and visitors who are member of the access groups selected in the Recipients Groups selection box.
- The e-mail addresses listed in the Recipients text field.
Before sending out the mails, BizzStream checks whether the e-mail addresses have a valid format (i.e. have a local-part, an @ symbol, and then a case-insensitive domain). If there are no valid e-mail addresses at all, BizzStream creates an error log and continues to execute the next rule in the action (if there is any). In other words, the absence of recipients does not lead to termination of the action.
Limits
The Send E-mail rule is subject some limits. Click here to find out more.