1. Oracle Migration Tool On Demand Guide
  2. Send Email Workflow Action Set

Send Email Workflow Action Set

The following table describes the elements and sections in the Send Email workflow action set XML output file.

Table Elements and Sections in the Send Email Workflow Action Set XML File

Description Element or Section

<WorkflowName> contains the name of the workflow rule with which this action is associated. When performing an Upsert or InsertOrUpdate operation for workflow actions, this name is used to find a matching workflow rule.

 
<data:WorkflowName>Opportunity Approval
</data:WorkflowName>

The <WorkflowAction> section contains the details of the workflow action.

 
<data:WorkflowAction> 
. . .
</data:WorkflowAction>

<Name> is the name of the workflow action.

 
<data:WorkflowAction> 
  <data:Name>SendEmailTest</data:Name>
. . .
</data:WorkflowAction>

<Active> specifies whether the workflow action is active (true) or inactive (false).

 
<data:WorkflowAction> 
. . .
  <data:Active>true</data:Active>
. . .
</data:WorkflowAction>

<Order> is the order number for the workflow action within the set of actions on the workflow rule. It determines the order in which Oracle CRM On Demand invokes the sequence of workflow actions on the workflow rule.

 
<data:WorkflowAction> 
 . . .
  <data:Order>2</data:Order>
. . .
</data:WorkflowAction>

The <WorkflowSendEmailAction> section contains the details of the Send Email workflow action.

 
<data:WorkflowAction> 
 . . .
  <data:WorkflowSendEmailAction>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<FromType> corresponds to the From field in the user interface (UI). It indicates the source of the From email address. The valid values are:

  • FROM_EMAIL_ADDRESS. This value corresponds to the Current User option in the UI.

  • FROM_DEFAULT. This value corresponds to the Default Email Address option in the UI.

  • SPECIFIC_EMAIL_ADDRESS. This value corresponds to the Specific Email Address option in the UI.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:FromType>FROM_EMAIL_ADDRESS
    </data:FromType>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<From> contains the From email address when <FromType> is set to SPECIFIC_EMAIL_ADDRESS.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:From></data:From>
. . .
  </data:WorkflowSendEmailAction>
. . .
</data:WorkflowAction>

<ReplyToType> corresponds to the Reply To field in the user interface (UI). It indicates the source of the email address that automatically appears in the To field when an email recipient replies to the email. The valid values are:

  • CURRENT_USER_ADDRESS. This value corresponds to the Current User option in the UI.

  • SPECIFIC_EMAIL_ADDRESS. This value corresponds to the Specific Email Address option in the UI.

If this field is left empty, then the From address in the email appears in the To field in the email response.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ReplyToType>CURRENT_USER_ADDRESS
    </data:ReplyToType>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<ReplyTo> contains the email reply address when <ReplyToType> is set to SPECIFIC_EMAIL_ADDRESS.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ReplyTo></data:ReplyTo>
. . .
  </data:WorkflowSendEmailAction>
. . .
</data:WorkflowAction>

<ToType> corresponds to the To field in the UI. It indicates the type of the To email address. The valid values are:

  • R. Corresponds to the Relative User on Record option in the UI.

  • U. Corresponds to the Specific User option in the UI.

  • E. Corresponds to the Specific Email Address option in the UI.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ToType>R</data:ToType> 
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<To> specifies the recipient for the email. The value of this element depends on the value in the <ToType> element, as follows:

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:To>O_Primary Owner Id</data:To>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<Subject> contains the subject line for the email.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:Subject>New Opportunity</data:Subject> 
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<EmailFormat> specifies the format for the email message, which can be Plain Text or HTML.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:EmailFormat>HTML</data:EmailFormat>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

<MessageBody> contains the content of the email message. For information about the HTML elements that are supported for use in workflow email messages, see Oracle CRM On Demand Online Help.

Note: When updating or inserting a workflow action with an email message in HTML format, the left angle bracket (<) at the start of each HTML tag must be encoded as &lt;. At the end of the HTML tag, the right angle bracket (>) can be used, or it can be encoded as &gt;. When you extract a workflow action that has an email message in HTML format, Oracle CRM On Demand automatically encodes the left angle brackets in the extracted email message.
 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:MessageBody>A new &lt;b>high 
     potential&lt;/b> opportunity has been
     created.</data:MessageBody>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

For workflow rules where <RecordType> contains Analytics and <TriggerEvent> contains ScheduledEvent only.

<ContentType> specifies the type of Analytics object to execute. Possible value are Analysis, Dashboard, and Dashboard Page. For more information about creating scheduled events for the Analytics record type and configuring one or more Send Email actions on the event, see Oracle CRM On Demand Online Help.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ContentType>Analysis
    </data:ContentType>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

For workflow rules where <RecordType> contains Analytics and <TriggerEvent> contains ScheduledEvent only.

<ContentFormat> specifies the type of output to generate. Possible values depend on the value of <ContentType> as follows:

  • Analysis. CSV, MHTML, PDF, and XLSX.

  • Dashboard. XLSX.

  • Dashboard Page. PDF and XLSX.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ContentFormat>PDF
    </data:ContentFormat>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

For workflow rules where <RecordType> contains Analytics, the <TriggerEvent> contains ScheduledEvent, and <ContentType> for the Send Email action contains Analysis only.

<SendEmailIfNoResults> specifies whether an email is to be sent (Y) or not to be sent (N) to a user if the analysis returns no results for that user.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:SendEmailIfNoResults>Y</data:SendEmailIfNoResults>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

For workflow rules where <RecordType> contains Analytics and <TriggerEvent> contains ScheduledEvent only.

<ContentPath> specifies the path for the Analytics object.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ContentPath>Content Path 2
    </data:ContentPath>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

For workflow rules where <RecordType> contains Analytics and <TriggerEvent> contains ScheduledEvent only.

<Parameters> specifies any parameters that are to be applied at runtime. If any filter parameters are present, then the syntax of those parameters is validated when you insert or update the workflow action. For information about specifying parameters, see Oracle CRM On Demand Online Help. 

<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:Parameters>
P0=1&amp;P1=like&amp;P2="Account"."Account ID"&amp;P3=ACME%25
</data:Parameters>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

The <ListOfWorkflowEmailTranslations> section contains the translation values for the email subject and message.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ListOfWorkflowEmailTranslations>
. . .
    </data:ListOfWorkflowEmailTranslations>
. . .
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>

The <WorkflowEmailTranslation> section contains the translation values for the email subject and message, for one language:

  • <LanguageCode> contains the three-letter language code for a language. For the list of language codes, see Language Codes and Their Corresponding Language and Country.

  • <SubjectTranslation> contains the email subject line in the language identified by the language code.

  • <MessageBodyTranslation> contains the email message body text in the language identified by the language code.

 
<data:WorkflowAction>
. . .
  <data:WorkflowSendEmailAction>
. . .
    <data:ListOfWorkflowEmailTranslations>
      <data:WorkflowEmailTranslation>
        <data:LanguageCode>ENU
        </data:LanguageCode>
        <data:SubjectTranslation>
         New Opportunity
        </data:SubjectTranslation>
        <data:MessageBodyTranslation>
         A new &lt;b>high potential&lt;/b>
         opportunity has been created.
        </data:MessageBodyTranslation>
      </data:WorkflowEmailTranslation>
. . .
    </data:ListOfWorkflowEmailTranslations>
  </data:WorkflowSendEmailAction>
</data:WorkflowAction>