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Email Activity

Email Activity

This shape creates an Email activity in CRM and optionally sends it.

The Email can be sent automatically (if AutoSend is set to True) or manually by the user through clicking the Send button in CRM. In either case, once sent, the process continues.

This shape can optionally have a Page Form. This permits creating activity-based forms, which have all the fields necessary for carrying out this task by the user.

This shape uses AgilePoint Email Templates (not CRM Email Templates).

The mapping of the fields is as shown below:

CRM Field AgilePoint setting
From From in Email Template
To To in Email Template
CC CC in Email Template
BCC BCC in Email Template
Subject Subject in Email Template
Email Body Email Body in Email Template
Regarding RegardingEntityId & RegardingEntityType properties
Priority Priority property
Due Date TimeSpan property
Owner OwnerID property, and if this is not set, then the Participant property
Other fields Set using the ActivityProperties property

Please also see the Email Shape Comparison Table for the use cases for each of the different email AgileShapes.

Participants

The property ConfigureParticipants allows to set the Activity owner and (optionally) assign the activity to a queue, just clicking on the ellipsis button.

To see full configuration navigate to the Participants detailed section.

Shape-Specific Properties

Property Description
ActivityProperties Activity Properties
AfterSubmitAction After Submit Action
AgilePointTemplate AgilePoint Template
AutoSend Incicates if email should be automatically sent or if it needs to be completed by a user. Default: False
* True The CRM Email will be sent automatically and the Email Activity will be Completed.
* False - The Email will be created but not send (See also AutoComplete)
EmbededHeight Embeded Height
ExistingActivityId Existing Activity Id
OwnerID [DEPRECATED]Owner ID
PageForm Page Form
RegardingEntityID Regarding Entity ID
RegardingEntityType Regarding Entity Type
SaveCrmActivityIdTo [DEPRECATED]Save CRM Activity Id To
SaveCrmActivityFieldsTo Save CRM Activity Fields To

Other Common Properties

All shapes have many other common properties. Look them up here: Common Poperties

Actions

See Actions