SendEmailActivity

SendEmailActivity is an activity which allows you to generate an email in a process. It could be used, for example, to send a notification email to a trainee when a visit is created. It can be placed in or after another activity, depending on whether you intend to use context-sensitive fields in the email (e.g. you can retrieve a trainee’s name from the database for use in the email, similar to a mail merge system). There are five email parameters which can be optionally completed (leaving them all blank will simply open a blank email):

• Body
• CC
• FileAttachment
• Subject
• To

Below are suggestions for completing the parameters, using the example of sending a visit notification to a learner:

Body

Dear [addVisitActivity1.Trainee.Data.FIRSTNAME] [addVisitActivity1.Trainee.Data.LASTNAME],
You have been booked on the following visit:
[addVisitActivity1.VisitHTML]

Subject

Visit Notification

To

[addVisitActivity1.Trainee.Data.EMAIL]

The sections in square brackets are references to fields. The following breakdown explains how they are formed:

[addVisitActivity1.Trainee.Data.FIRSTNAME]

• addVisitActivity1 – This is the context to use (in this case, an AddVisitActivity called AddVisitActivity1).
• Trainee – This is the object within the context to use (in this case, the trainee).
• Data – This lets you access data associated with the trainee.
• FIRSTNAME – This is the FIRSTNAME field.

Essentially, it will retrieve the FIRSTNAME field for the trainee referenced in the newly created visit.

The generated email will look similar to this: