Send Email Rule
The Send Email rule enables you to send emails based on a pre-defined template. It provides various properties to configure the email's content, recipients, attachments, and more.
How to Add and Configure the Send Email Rule
- Open the desired action in your workflow.
- Go to the Rules section and click the button.
- In the configuration pane, select Send Email from the Type dropdown.
- Provide a Label and Description.
- Configure the email properties as outlined below.
- Click Save to confirm the rule.
- Finally, click Save in the action properties pane to apply all changes.
Rule Properties
| Property | Required | Description |
|---|---|---|
| Subject | Yes | Contains the subject line of the e-mail. BizzStream expressions can be used. |
| Content | 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, {{F["email"]}} will give the result of having the From address filled with the e-mail address in the email field. |
| Attach Templates | 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 fields. When the rule is executed, the attachments in the selected fields will be added as attachments to the e-mail. |
| Recipients (Access Groups) | No | This is where you can select one or more Access Groups. E-mails will be sent to the users that are members of these Access Groups in the document on which the rule is executed. |
| Recipients | No | A comma-separated list of e-mail addresses of recipients. This field can be used to send mails to people who are not members of an access group. BizzStream Expressions can be used in the field. For instance, user@bizzstream.com, {{F["emailSupplier]}}, invoice@company.com will result in e-mails to user@bizzstream.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. |
Recipient Validation and Limits
Before sending, BizzStream validates that all recipient email addresses have a valid format. If no valid addresses are found, an error log is created, but the action will not terminate.
The Send Email rule is subject to specific limitations:
- The maximum size for a single attachment is 7 MB.
- The maximum size for all attachments combined is 10 MB.