Tutorial

Send Email Action

The send email action is an alternative method to trigger an email that is executed through a smart action instead of email alert rules. One important advantage is that the email action is more appropriate for simple email alerts that are tightly related to existing actions.

Instructions

  • Create a new Send Email action.

  • Hide the action from the user.

In Office 365 actions are hidden from the users by default. In this case, simply leave "Manual execution" unselected. Also the "Column Name" selection is not present in Office 365. The interface looks slightly different as shown:
  • Send the email alert to the Created By user.

  • Set a condition so that the alert is triggered when the Spent after change is more than Budget.

Summary

The email alert functionality has more advanced functionality and more options, but it also takes longer to set up. The Send Email smart action may make more sense if you need to send an alert to one user based on conditions that are closely related to existing actions. It is helpful to explore both methods for sending email to better understand when each option is appropriate.

Last modified: 8/30/2017 7:26 PM
5 comments [latest: 11/7/2017 2:35 PM]
Ajay Vyas [7/14/2017 12:54 PM]
We are using infowise products its awesome, but i had one issue, how to send email in "To" and "CC" both recipients email using infowise.
Derek Kent [7/14/2017 1:45 PM]
Hello Ajay, you can use Smart Alerts to set To, CC & BCC. Please find the link below for more information on Smart Alert Pro. http://www.infowisesolutions.com/documentation/?Product=SmartAlertPro
Leo [11/7/2017 2:33 PM]
Hello. is there a way to add attachment to the email?
Vladi Gubler [11/7/2017 2:35 PM]
Leo: yes, but through alerts, not through actions
 
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