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Send Email functionality in Workflow Automator Action

  • 13 April 2021
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When raising a service request, In the Automator Action bit we can send an email (Send Email to). I need to send an informational email to specific contacts (not agents) containing the details of the Service Request . I would like to include the details from the Service Request in to the email body that is being sent out via automator. I can add ticket information in the Condition bit of Automator, but how can I add it to an action?

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Best answer by coveyco 16 April 2021, 22:55

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It sounds like this is for a specific service item type. If so you would achieve this by the following steps:

  1. Add the action “sent email to”
  2. Select Insert Placeholders
  3. Select Service Request from the listing
  4. Then in the “search by service item” field type the name of your service item. You will then see the fields from that service item that can be added to the body.

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