📄 Send Email

Send Email

The Send Email Step allows you to generate and send an email from an Email Template.


Functionality

  • Select an Email Template to be used for sending an email to one or more employees
  • Allows attachments to be encrypted
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Most properties and parameters can be mapped using the following options:

  • Static Values: This includes Static Text, Date/Time, and True/False. Values for these should be manually defined.
  • Container or Step Export Parameter: Select a Container or an Output Parameter from previous Steps as the value.
  • Datasource Field: Select a field from SuccessFactors to use as the value.


Step Properties

Name
The name of the Step as it appears in the Workflow Editor. By default, this is set as Send e-mail.
Description
A short description of the Step. By default, this is set as "Generate email."
Email Template
Select the Email Template to be generated and sent by this Step.
Enable Password Protection
If enabled, the email attachments will be encrypted with a password. This password can be set in the Password parameter under the Input Parameters tab.


Input Parameters

Catalog Key
The user ID used when generating the email.
Language
The language to be used when generating the email.
Begin Date
Specifies the start date for the Email Template to generate an email with data from a specified date range.
End Date
Specifies the end date for the Email Template to generate an email with data from a specified date range.
Password
Defines the password used to encrypt the email attachments.
Attachments

Select documents to be attached to the email.

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Certain restrictions apply to attachments:

  • If the length of the file name is greater than 60 characters, any excess characters may be removed.
  • If Enable Password Protection is enabled, the maximum allowed file size for attachments is 4MB. Otherwise, the maximum allowed file size for attachments is 6MB.


Output Parameters

Output Parameters are the outputs produced by a Step, and can be used as variables for defining other Steps. Each Output Parameter contains the following information:

Parameter Name
The name of the Output Parameter.
Parameter Description
A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory
If enabled, the Output Parameter will be set as required.


Error Handling

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Error Handlers.


Step Delay

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.


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