Knowledge Base
Adding an Email Task
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- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
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- Setting up an Integration to Dynamics CRM
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- Using an Activity Party
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- Using a Relationship
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- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Adding an Email Task
1. Click on the Tasks tab.
2. Click the Add Task button to open the Map Task window.
3. Name – Enter a name for the task.
4. Type – Select Send Email, this will add additional fields to the window.
5. Stage – Select which stage the processes will run. The options are:
- Integration Pre Tasks
- Document Pre Tasks
- Document Post Success Tasks
- Document Post Failure Tasks
- Integration Post Success Tasks
- Integration Post Failure Tasks
6. Email To Address – Enter the email to receive the task message.
7. Email Cc Address – Enter an email to receive a cc of the task message.
8. Subject – Enter a subject for the email.
9. Message – Enter a message for the email.
10. Task Enabled – Use this checkbox to enable or disable the task.
11. On Success – Select the required action if the send email task succeeds.
- Quit – Will halt map processing.
- Go to next step – Will continue to the next step in the map processing.
- Cancel processing – Will stop map processing but will not return an error to the user.
12. On Failure – Select the required action if the send email task fails.
- Quit – Will halt map processing.
- Go to next step – Will continue to the next step in the map processing.
- Cancel processing – Will stop map processing but will not return an error to the user.
13. Include Process Errors – Mark this checkbox if any errors should be included with the message when the email is sent.
14. Click Save to save the task and return to the Integration Process window.