NileDesk

Recipients

By clicking the Add Recipient button, you can add recipients to ensure your message reaches the intended audience.

To assign recipients in the "Send Message (Email) Step," you start by selecting from a dropdown menu that presents various options for adding recipients. The available options include:

• Recipient: Choose this option to assign the message directly to a specific recipient. After selecting this option, a text field labeled "Type Name" will appear. Enter the email address of the recipient to whom the message will be sent.
• User Field: If you select this option, an additional field labeled User Field will be displayed. Choose the user field from the form fields to whom the message will be sent.
• Group: Use the Select Group dropdown to choose the group to which the message will be sent.
• Inititiator: Send the message automatically to the user who created this document.
• Inititiator Manager: Send the message automatically to the manager of the user who created this document.
• Step Executor: Once you've chosen the step, the message will be sent to the executor of that step.
• Executor Manager: Once you've chosen the step, the message will be sent to the manager of the executor of that step.
• User Expression: If you want to define a custom expression for obtaining the recipient and sending the message to that recipient. User Expression must should return User.
• Email Address: You can enter an email address where you want to send the email.
• Email Address Field: You can select a text field that contains the email address where you want to send the email.
• Email Expression: You can use expressions to specify the email address for more complex scenarios. Email Expression must should return Email Address.

You need to provide an email subject and its body. The email subject will be simple text, but for the email body, a rich text editor is available to create a custom email. You can append form fields to both the email subject and body.

Attachments

Additionally, you can attach form pictures, attachments, and PDFs related to the specific process template. These files can be attached to your email using the Add Attachment button.