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Send Email step

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Send Email step

Send an email to specified users or groups as an action in a flow.

Roles and availability

  • Available as an Action Designer action step. Subject matter experts use the action_designer role to create a custom action with one or more action steps.

Fields

Field Description
To The main recipients of the email. Enter a list of user email addresses separated by commas or white spaces. You can also drag-and-drop data pills that contain email addresses into the field, such as a User record. For example, if your action involves an incident record and you want to send an email to the group assigned to the incident, drag the [Assignment group] data pill from the data panell.
CC Additional recipients copied on this email. Enter a list of user email addresses separated by commas or white spaces. You can also drag-and-drop data pills that contain email addresses into the field.
BCC Additional recipients of this email, who are visible only to the sender (blind copied). Enter a list of user email addresses separated by commas or white spaces. You can also drag-and-drop data pills that contain email addresses into the field.
Subject Subject of the email. You can enter text or drag-and-drop data pills into the field.
Body The content of the message body. You can enter text or drag-and-drop data pills into the field.
Note: Flow Designer does not support the ${URI} parameter for creating a link to a record in the email message body. Instead, consider inserting the information from the record in the email body using data pills, or create a notification step.

Testing the email step

To verify that the email was generated when testing the action, review the email record in the Email [sys_email] table. The Headers field indicates whether the email was successfully generated. For example:
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