Email Activity
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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