Knowledge Base
Adding an Email Task
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- 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
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Click on the Tasks tab.
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To create a Task click on Add Task button to open the Map Task window.
- Name – enter a name for the task.
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Type – select Send Email which will add additional fields to the window.
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Stage – select which stage the processes will run. The options are:
- Integration Pre Tasks
- Integration Post Success Tasks
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Integration Post Failure Tasks
- Email To Address – enter the email to receive the task message.
- Email Cc Address – enter an email to receive a cc of the task message.
- Subject – Enter a Subject for the email.
- Message – enter a message for the email.
- Task Enabled – use this checkbox to enable or disable the task.
- On Success – select the required action if the run file task succeeds. Selecting Quit will halt map processing if the copy fails. Go to next step will continue to the next step in map processing. Cancel processing will stop map processing but will not return an error to the user.
- On Failure – select the required action if the run file task fails. Selecting Quit will halt map processing if the copy fails. Go to next step will record the failure but allow processing to continue. Cancel processing will stop map processing but will not return an error to the user.
- Include Process Errors – mark this checkbox if any errors should be included with the message when the email is sent.
- Click Save to save the task and return to the Integration Process window.
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