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Creating email actions

An email action sends an email to a set of users or groups.

Email settings

To be able to send a user an email notification during a workflow:

  • Ensure that you configure the WCM WCMConfigService service to enable email and specify your SMTP server.
  • Ensure that the user has a valid email address that is defined in their HCL Portal user profile.

To create an email action, open the applications menu and go to Content > Web Content Management and then click New> Workflow Actions > Email Action.

  1. Entering identification information Specify identification information for the current item, including the name and title for the item. The identification section is common to all item forms.
  2. Specifying a location for an item When you create an item, you can specify the location of the item.
  3. Creating an email action
    Define the action properties of the email action.
  4. Entering item properties Specify properties for the current item, including the location of the item and the list of authors and owners that are associated with the item. The item properties section is common to all item forms.
  5. Granting users or groups access to an item Specify the access control settings for the current item to designate which users have access to an item and their level of access. The access section is common to all item forms.