Sending an Email to an Address Stored in a Custom Field

You can configure Workflow Manager to send an email to an email address that is defined in a custom field, including to an address that Siebel stores in a column other than S_CONTACT.EMAIL_ADDR.

In the example shown in the following procedure, a new Workflow Policy Program based on the Activity workflow object is defined which will allow an alternative email address to be used when emailing an employee. In this example, an alternative email address has been stored in an extension column of the S_EMPLOYEE (for Siebel 6.x) or S_CONTACT (for Siebel 7.x and later) table.

To send an email to an address stored in a custom field

1. Create a new Workflow Policy Program with the values shown in the following table.

   Name	Workflow Object
   Send Activity Email	Activity

   The Workflow Policy Program must include a relative recipient, which references the database column that contains the email address. The relative recipient is defined as arguments to the Workflow Policy Program.

2. Add the following program arguments:

   1. These program arguments are the standard fields required for a send email program:

      Name	Required	Visible
      Email Message	N	Y
      Email Message Repeated	N	Y
      Email Request Key	N	Y
      Email Subject	N	Y
      Primary Id	N	Y

   2. These program arguments are used to obtain the values of the relative Employee ID and the alternative email address from an extension column in the S_EMPLOYEE (for Siebel 6.x) or S_CONTACT (for Siebel 7.x and later) table. The literal 'Send to Address' is required when sending an email to an address stored in an alternative column.

      Name	Default Value	Picklist
      Address Main	Select ACT.OWNER_PER_ID, 'Send to Employee' from &Table_Owner.S_EVT_ACT ACT where ACT.ROW_ID = ?	Workflow Relative Type Picklist
      Address Alternative	Select EMP.X_EMAIL_ALTERNATIVE, 'Send to Address' from &Table_Owner.S_CONTACT EMP,&Table_Owner.S_EVT_ACT ACT where ACT.ROW_ID = ? and EMP.ROW_ID = ACT.OWNER_PER_IN	Workflow Relative Type Picklist

   3. These program arguments provide the mechanism for defining the recipients in the Workflow Action Arguments view in the Siebel client. The Address Main and Address Alternative values will be available when the Recipients are defined for the Action, and Send To Relative is selected as the Recipient Type.

      Name	Visible	Picklist	Source	Applet
      Send to Address	Y	Picklist SR Owner	N/A	N/A
      Send to Employee	Y	N/A	Id	Employee Notification Pick Applet
      Send to Relative	Y	Workflow Relative Type Picklist	Name	N/A

      (Optional) Define other program arguments, as required, to provide suitable substitution values from other columns in the database.