Set Email Alerts

To create an Email Alert action for a workflow, complete the following steps:

  1. On the Navigation menu, click Administration » Alerts.

  2. Select Scheduled or User-Initiated Alerts.

  3. In the Actions grid, click Insert.

  4. Select Email Alert. The Email Configuration Dialog Box displays.

  5. Enter the required information in the dialog box fields.

  6. Click Edit to display the rich text editor where you can edit the message for the email alert.

  7. Do one of the following:


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