Creating an Email Routing

To create an email routing:

  1. Create the business event that triggers the email routing.

  2. Click the Email button in the toolbar.

  3. Click where you want the Email icon to appear on the map.

    The Email icon appears.

  4. Connect the email routing to the event that triggers it.

    1. Click the Connector button in the palette.

    2. Click the Event icon and then the Email icon.

      An arrow connects the two icons.

  5. Use the Link icon to connect a routing to an event.

    If you use the Line icon, the system will not recognize the routing.

  6. Double-click the Email icon, or right-click and select Item Properties.

    The Email Definition dialog box appears.

  7. Enter a name and description for the routing. By default, the routing name also appears as the display text under the icon on the map.

    Note:

    The name can not contain any special characters, such as dash (-), dollar sign, number sign or question mark. Spaces and underscore are permitted.

  8. Select any settings to apply to the email message.

    The options in this dialog box correspond to the mailing options offered in most email software. If your email software does not support one or more of these options, the system ignores its setting.

    See the documentation for your email software.

  9. Click to return to the Email Definition dialog box.

Note:

When designing workflow, consider the following behaviors of email routing:

Calling TriggerBusinessEvent PeopleCode in workflow is part of process of saving, so any failure of TriggerBusinessEvent results in a failure to save. If an email route exists and email failed, then the save process will fail and the database transaction will roll back. However, if TriggerBusinessEvent successfully sent the email but the saving process failed after the workflow event, then the sent email cannot be rolled back.