Sending E-Mails Using the Template in a Workflow

Steps:

1. Hello, my name is John, and today we are discussing customizing  applications using Application Composer.

   Step 1

2. In this demo, I will show you how to set up the workflow to send e-mail notifications using the template we created.

   Step 2

3. This is the fifth in a series of demos that shows you how to create a workflow to update fields, create tasks, and send e-mails.

   Step 3

4. To enable the sending of e-mails from our workflow, we begin by clicking the Create button in the E-mail notification region.

    

   Click the Create button.

   Step 4

5. We enter a name.

   Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Notify sales team about budget available date change."
   .
   Step 5

6. And select the e-mail template we created earlier.

    

   Click the E-Mail Templates list.

   Step 6

7. Click the Budget Available Date UpdateOpportunity [$Name$] customer budget available date has changed list item.

   Step 7

8. We want to send the e-mails immediately after the workflow is triggered, so we leave the default execution schedule.

    

   Click the Expand Execution Schedule button.

   Step 8

9. We have a number of ways of selecting e-mail recipients.

   Step 9

10. We can select any of the e-mail addresses stored in opportunity fields, such as the customer primary contact.

    Step 10

11. We can select any of the resources working on the record.

    Step 11

12. We can  send the e-mails to everyone with a particular role, to all the Sales Managers, for example.

    Step 12

13. And we can choose individual resources.

    Step 13

14. We can also enter specific e-mail addresses.

    Step 14

15. We want to send the e-mail to the opportunity sales team, so we edit the Relative Users on Record.

     

    Click the Add Recipients button.

    Step 15

16. And select the opportunity team members.

     

    Click the Opportunity Team Member list item.

    Step 16

17. Click the Move selected items to other list button.

    Step 17

18. Click the OK button.

    Step 18

19. We save.

    Click the Save button.

    Step 19

20. And save again to update the workflow.

     

    Click the Save button.

    Step 20

21. In this demo, you learned to set up an Application Composer workflow to send e-mail notifications.

    You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

    Step 21

Table of Contents  Start Topic