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Siebel Business Process Designer Administration Guide for Financial Services > Creating Workflow Policies > Working with Workflow Policy Actions >
Understanding the Recipients Applet
Table 58 describes the fields in the Recipients applet.
The Send to Relative recipient type sends an email or page to an individual or position associated with the current record. For example, you can send an email to the primary sales representative of an opportunity (when all the conditions of the policy are met).
Send to Relative is also used when you wish to configure a custom Send to <xxxx> recipient. Because you must use one of the Recipient Type choices in the picklist (Send to Employee, Position, Contact, or Relative), you use Send to Relative to define a custom recipient type.
NOTE: Email Manager does not send email to the same recipient twice for the same action. If it detects that an email has already been sent to a specific email address, another one is not sent. If the Send to Relative type returns more than one recipient, each recipient is sent an email as long as each email address is unique.
The Send to Position recipient type allows you to send to the primary employee of this position without having to know the name of the person (the employee must be ACTIVE). The Send to Contact recipient type allows you to pick any available contact in the Siebel system.
NOTE: The only time the Action Recipients applet is available is when a Send Email, Send Page, or Send Message Broadcast program is selected in the Actions applet.
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Siebel Business Process Designer Administration Guide for Financial Services Published: 22 May 2003 |