25.1.9.1.11.3.4 Sending Email on Task Creation

Send an email on task creation using Actions Source values and template placeholders.

In the Actions section, the Purchase Office Supplies action task definition configures a single action on the Create task lifecycle event. The action type is Send E-Mail.

Figure 25-59 Create Action on Purchase Office Supplies Task Definition



Notice below how the Create action's To field references the Actions Source Query column POTENTIAL_OWNERS_EMAILS in the Send Email Settings section. It also uses the Notify New Task email template. Clicking on the (Set Placeholder Values) button opens the Placeholders Grid dialog shown below. It lets you configure values for all placeholders in the email template. Here, the NEW_TASK_SUBJECT placeholder uses the task's subject with the &APEX$TASK_SUBJECT. syntax.

Figure 25-60 Send E-Mail Action on Task Create Event