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Create Emails in Workflow and send it manually

Posted on by 445

Hello Experts,

how can i create Emails in a Workflow but send it manually if i go in the Email?

Kind Regards,

Léon Zimmermann

*This post is locked for comments

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Create Emails in Workflow and send it manually

    Hello Léon.

    Yeah, great. :)

    You're welcome!

    Kind regards,

    Karsten

  • BlackBeard Profile Picture
    BlackBeard 445 on at
    RE: Create Emails in Workflow and send it manually

    Hi Karten,

    i found the issue ^^

    My Coworker has created a workflow for Emails wich send emails automaticly if they are created :D

    I fixed that and now it works B-)

    Thank you for your help!

    Kind Regards

    Léon Zimmermann

  • Verified answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Create Emails in Workflow and send it manually

    Hello Léon.

    Try this. :)

    confirmdeletion2.PNG

    Kind regards,

    Karsten

  • BlackBeard Profile Picture
    BlackBeard 445 on at
    RE: Create Emails in Workflow and send it manually

    Hello Andrew,

    yes i only use "Create Record" with the E-Mail Entity.

    But this step send it automaticly too.

    Kind Regards

    Léon Zimmermann

  • BlackBeard Profile Picture
    BlackBeard 445 on at
    RE: Create Emails in Workflow and send it manually

    Hi Karsten,

    i tried that step but the email is sent automaticly again...

    Kind Regards

    Léon

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Create Emails in Workflow and send it manually

    Hi Léon.

    Create a workflow and add the step "Create Record". Choose as type eMail.

    The system will create the eMail activity, but will not sent it.

    Hope that helps.

    Kind regards,

    Karsten

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