Create an email action

Define the action properties of the email action.

1. Select the types of users to send emails to. We can select:
   • Users assigned approver access in the workflow stage that the email action is run on.
   • The authors and owners of the workflowed item
   • The authors and owners of items that reference the workflowed item

2. Click Select Other Recipients to select additional email recipients.

   1. To add users or groups, click Add.

      • Select either Users or Groups.

      • Enter text to search for in the Search field and then click Search.

        Leave the Search field blank to display all users or groups.

      • Select the required users or groups and then click OK.

   2. To remove users or groups, select the users or groups to remove and then click Remove.

3. Enter text to include in the email in addition to the automatically generated message.

   • The language of the automatically generated message is determined by the language set in the WAS administration console. To change the language, go to...
     Resources | Resource environment | Resource environment providers | WP LocalizerService | Custom properties

     ...and set the language code for property...

     locale.default.language

   • To modify the URL displayed in the email message, modify the WCM WCMConfigService service and specify the following property:

     Property	wcm.authoringui.url
     Value	http://${WCM_HOST}:${WCM_PORT}/${WCM_WPS_CONTEXT_ROOT}/${WCM_WPS_PERSONALIZED_HOME}/wcmAuthoring

4. Select the Date Type to use to trigger the email action.

   Selected date	Action run once the date and time specified in step 5 is reached.
   Live date	Action run once the publish date specified in an item, plus any offset, is reached.
   Expiry Date	Action is run once the expiry date specified in an item, plus any offset, is reached.
   General dates	Action is run once either the general date one or two specified in an item, plus any offset, is reached.
   Date entered stage	Action is run on the date the item entered the current stage, plus any offset, is reached.

   If we select a date type that requires a date to be set by a user, and no date has been set by a user, then the action is not run regardless of whether an offset has been selected or not.

5. If Selected date is selected as the date type:

   1. Click

      to select a date.

   2. Click

      to enter a time. Only the integers "0123456789" can be used when entering times.

6. If we select one of the other options, we can choose to use a date offset which will run the email action based on a period of time after the selected date type. For example, if we select the date type of "Live date" and define an offset of one month, the email action is run exactly one month after the item reached the live date and time.

   1. Click Enable Offset.

   2. Enter the number of months, days, hours, or minutes to offset by.

   3. Select either "after specified date" or "before specified date".

   4. If we select either "Months" or "Days" we can also specify the time of day to run the action by selecting Time to run action after offset has been reached. For example, if we select one month plus 9 am, then the action will run at 9 am, one month after the selected date type is reached.

7. In some circumstances, the date specified in the scheduled action may have already been reached when an item enters a stage. In this case, by default the action is automatically run as soon the item reaches the current stage. We can choose to not run the action if the date has already been reached by selecting Do not run the action if date has already been reached.

Parent Create an e-mail action to notify users, groups, or both

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