ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
Actions By Email Connector
Request participants can make decisions via email with the click of a button.

Overview

The Actions By Email connector is part of the Actions By Email package. Use the Actions By Email connector in your Process models to automate emails to Request participants that allow them make decisions via email.
When the Actions By Email connector triggers during an in-progress Request, ProcessMaker sends an email from the "[email protected]" email address to one email recipient so that this Request participant can make a decision as part of the Request. For example, this Request participant must make a decision to approve or deny a vacation request or for a purchase. The email recipient receives an email with buttons in the email to easily indicate the decision.
Example email the Actions By Email connector sends to an email recipient
Email design is subject to email client limitations and may not fully support HTML5 or CSS3 specifications. Test your emails in your supported client applications.
While the Actions by Email connector can send the email to multiple email recipients, ProcessMaker registers only the first response.
After the email recipient clicks a button to indicate the decision, the email client creates an email reply to be delivered to the ProcessMaker instance that used the Actions By Email connector. As indicated in the email reply, do not change anything below the automatically generated response because this response notifies the ProcessMaker instance of the email recipient's decision for Request routing.
Automatically generated email reply the email recipient sends to the ProcessMaker instance
After the email recipient sends the reply email, ProcessMaker receives the response and uses the indicated decision as part of the Request routing. For example, if you grant a leave request, the Request routes differently than if you deny that leave request.
The comment in the email reply above the indicated line is not preserved when the email reply is sent. This comment displays only for the benefit of the email recipient prior to sending the email reply.
The Actions By Email connector adds the Actions By Email connector below the BPMN 2.0 elements in the panel to the left of the Process Modeler canvas. See the following sections in this topic:
The email recipient's name, email address, subject, and/or email body can be specified in one of the following ways when configuring the Actions By Email connector:
  • Plain text
  • A Variable Name setting value using mustache syntax, for example {{ email_recipient }} and {{ email_address }}, respectively
  • A Magic Variable value, specifically {{ _user.fullname }} and {{ _user.email }}, respectively
The Actions By Email connector can send the email to multiple email recipients. These email recipients and their email addresses may be referenced from Request data or entered into connector settings.
When an Actions By Email connector triggers during an in-progress Request, ProcessMaker automatically creates an asynchronous child Process: the Actions By Email connector sends the email (the child Process) while simultaneously the in-progress Request continues (the parent Process). In doing so, one of the following occurs:
  • An error occurs in the email delivery: While attempting to send the email, the Actions By Email connector receives an error. For example, your organization's email server or the email recipient's email server may be down. The child Process receives and sends the error to the parent Process. The child Process ends. Reference the child Process's error from the in-progress Request.
  • The Actions by Email connector sends the email: The email recipient receives the email while the in-progress Request continues (the parent Process). The child Process ends, but the email recipient may not have responded to the email. If the in-progress Request routes to an Exclusive Gateway element that requires the email recipient's response to evaluate routing, then the in-progress Request remains indefinitely active on the Exclusive Gateway element.
To ensure that Requests do not remain indefinitely active on an Exclusive Gateway element while the Request waits for the email recipient's response, design your Process model to use an Event-Based Gateway element preceding the Exclusive Gateway element that checks the following:
  • If an Intermediate Timer Event element triggers (after 72 hours, for example), the email recipient has not responded to the email. Thereafter, design in the Process model how to address this, such as sending a subsequent email using the Send Email connector.
  • If an Intermediate Message Catch Event element triggers instead of the Intermediate Timer Event element, the email recipient sent the response within the allotted time period.

Package and Permissions Required

The Actions By Email Email package must be installed to use the Actions By Email connector.
Furthermore, your user account or group membership must have the following permissions to configure an Actions By Email connector to the Process model unless your user account has the Make this user a Super Admin setting selected:
  • Processes: Edit Processes
  • Processes: View Processes
See the Process permissions or ask your Administrator for assistance.

Add an Actions By Email Connector to the Process Model

Follow these steps to add an Actions By Email connector to the Process model:
  1. 1.
    View your Processes. The Processes page displays.
  2. 2.
    Create a new Process or click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Locate the Actions By Email connector in the Elements and Connectors palette that is to the left of the Process Modeler canvas. If the Hide Menus button
    is enabled, the Elements and Connectors palette displays the Actions By Email connector's icon
    .
  4. 4.
    Drag the connector into the Process model canvas where you want to place it. If a Pool element is in your Process model, the Actions By Email connector cannot be placed outside of the Pool element.
Actions By Email connector
After adding the Actions By Email connector, consider adding the following Boundary-type Process model elements to design business solutions when your best-case scenarios don't happen:
After the connector is placed into the Process model, you may adjust its location in the following ways:
Moving an Actions By Email connector has the following limitations in regards to the following Process model elements:
  • Pool element: If the Actions By Email connector is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the Actions By Email connector inside the Pool element closest to where you attempt to move it.
  • Lane element: If the Actions By Email connector is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the Actions By Email connector cannot be moved outside of the Pool element.

Customize the Appearance of an Actions By Email Connector

Customize the Actions By Email connector's appearance in the following ways:
After an Actions By Email connector is added to a Process model, optionally customize these aspects of its appearance. Each Actions By Email connector's appearance may only be changed individually.

Change an Actions By Email Connector's Color

The Actions By Email connector and label are black-colored by default. After an Actions By Email connector is added to a Process model, its shape and label color can be changed. Element and connector colors may only be changed individually.
Follow these steps to change the color and label for an Actions By Email connector:
  1. 1.
    View your Processes. The Processes page displays.
  2. 2.
    Click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Select the Actions By Email connector to change its color. Available options display above the selected connector.
  4. 4.
    Click the Open Color Palette icon
    . The color palette displays.
  5. 5.
    Do one of the following to change the color:
    • Select a color swatch: Select one of the color swatches from the color palette. The Actions By Email connector and label change to that color.
    • Specify a custom color: Click the
      icon to display the color selector, and then select a color, enter the Hex color code, or enter the red, green, blue, and alpha color values for the custom color. The Actions By Email connector and label change to that color.
    • Reset to the default color: Click the
      icon to reset the Actions By Email connector and label to its default color.

Change an Actions By Email Connector's Icon

Actions By Email connectors display the
icon in the shape by default.
Follow these steps to change the icon for an Actions By Email connector:
  1. 1.
    View your Processes. The Processes page displays.
  2. 2.
    Click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Select the Actions By Email connector to customize. Available options display above the selected element.
  4. 4.
    Click the Open Color Palette icon
    . The color palette displays.
  5. 5.
    Click the
    icon. The Select a custom icon screen displays.
  6. 6.
    From the Search drop-down menu, select the icon to display. The Actions By Email connector's icon changes to the selected icon.
  7. 7.
    Click OK.
To reset the Actions By Email connector to its default icon, click the Reset to Default button from the Select a custom icon screen.

Copy an Actions By Email Connector

Copying an Actions By Email connector copies the original along with its current settings, making it easier and faster to continue designing without adding default elements or connectors with their default settings.
The copied Actions By Email connector displays below the original. Any Sequence Flow and/or Message Flow elements incoming to or outgoing from the original are not copied.
Follow these steps to copy an Actions By Email connector in your Process model:
  1. 1.
    View your Processes. The Processes page displays.
  2. 2.
    Click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Select the Actions By Email connector to copy. Available options display above the selected connector.
  4. 4.
    Click the Copy Element icon
    . The Process model connector copies.

Delete an Actions By Email Connector

Deleting a Process model connector also deletes any Sequence Flow and/or Message Flow elements incoming to or outgoing from that element. For example, if a Process model connector is deleted that has both incoming and outgoing Sequence Flow elements, the Sequence Flow elements must be reconnected for the remaining elements/connectors.
Follow these steps to delete an Actions By Email connector from your Process model:
  1. 1.
    View your Processes. The Processes page displays.
  2. 2.
    Click the Open Modeler icon
    to edit the selected Process model. Process Modeler displays.
  3. 3.
    Select the Actions By Email connector to delete. Available options display above the selected connector.
  4. 4.
    Click the Delete icon
    . The Process model connector deletes.

Settings

The Actions by Email connector has the following panels that contain settings:

Configuration Panel Settings

Follow these steps to configure an Actions By Email connector:
  1. 1.
    Select the Actions By Email connector from the Process model in which to configure its settings. The Actions By Email configuration settings display.
  2. 2.
    In the Email setting, enter the email address to which the Actions By Email connector sends an email when this Actions By Email control triggers. You may use the value from a Screen's Variable Name setting as a variable in this setting. For example, if your Process model references a Screen that contains a Lines Inputs control with the Variable Name setting value of EmailAddress that the Request participant enters an email address, use mustache syntax {{EmailAddress}} to use that Line Inputs control's value in the Email setting. Email addresses may be referenced from Request data or entered into the Email setting by using commas (,) between email addresses. You may also use mustache syntax to reference Magic Variables.
  3. 3.
    In the Name setting, enter the name of the email recipient. You may use the value from a Screen's Variable Name setting as a variable in this setting. For example, if your Process model references a Screen that contains a Lines Inputs control with the Variable Name setting value of FullName that the Request participant enters an name, use mustache syntax {{FullName}} to use that Line Inputs control's value in the Name setting. Email recipients may be referenced from Request data or entered into the Name setting by using commas (,) between email addresses. If entering multiple email recipients, ensure to list them in the corresponding order as you have listed them in the Email setting, so that each email recipient views her or his name in the received email.
  4. 4.
    In the Subject setting, enter the subject of the email the Actions By Email connector sends. For example, enter the decision that the email recipient must make in this email.
  5. 5.
    From the Body setting, select one of the following options:
    • Text: From the Body drop-down menu, select the Text option to enter the email body text. The Email body setting displays. In the Email body setting, enter the email body text.
    • Screen: From the Body drop-down menu, select the Screen option to use a Screen to display the email body. The Email body setting displays. From the Email body drop-down menu, select the Display-type Screen to display the email body.
  6. 6.
    In the Key name setting, enter the name of the key that stores the Actions By Email connector response within the JSON data model of the Request.
  7. 7.
    In the Options setting, enter the list of options available to the email recipient when making the decision. The options configured here display below the body of the email. Add options in the order they are to display from top to bottom in the email.
    Follow these steps to add an option:
    1. 1.
      Click the plus button
      from the same line where is the Options label. The Add Option screen displays.
    2. 2.
      In the Button Text setting, enter the button label displayed to the email.
    3. 3.
      In the Value setting, enter the internal data name for the option that only the Process Owner views at design time.
    4. 4.
      In the Button Style setting, select a button style:
      • Primary: Displays a button with a blue-colored background and white-colored text.
      • Secondary: Displays a button with a gray-colored background and white-colored text.
      • Success: Displays a button with a green-colored background and white-colored text.
      • Info: Displays a button with a teal-colored background and white-colored text.
      • Warning: Displays a button with a yellow-colored background and black-colored text.
      • Danger: Displays a button with a red-colored background with white-colored text.
      • Dark: Displays a button with a black-colored background with white-colored text.
      • Light: Displays a button with a white-colored background with black-colored text.
    5. 5.
      Click Add.
Email design is subject to email client limitations and may not fully support HTML5 or CSS3 specifications. Test your emails in your supported client applications.

Documentation Panel Settings

Edit the Connector's Description Displayed in Process Documentation

If the Documentation package is installed, describe the connector's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the connector is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor.
A Process's entered documentation displays by selecting the View Documentation icon for that Process.

ProcessMaker Package Required

The Documentation package must be installed to view or edit the documentation for a Process element or connector. Use the Documentation package to view documentation for Processes that includes an image of the Process map and entered description of its elements and connectors.
Follow these steps to edit the description for a connector:
  1. 1.
    Select the connector from the Process model in which to edit its description. Panels to configure this connector display.
  2. 2.
    Expand the Documentation panel if it is not presently expanded. The Description setting displays.
  3. 3.
    In the Description setting, edit the information to display when viewing documentation for this connector and then press Enter. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the More icon
    .
    Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
    • Undo changes: Click on the
      icon to undo the last action.
    • Redo changes: Click on the
      icon to redo the last undone action.
    • Insert/Edit Link: Click on the
      icon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
      1. 1.
        Select the required text from the Rich Text control.
      2. 2.
        Click on the
        icon. The Insert/Edit Link screen displays.
      3. 3.
        In the URL setting, enter the destination URL.
      4. 4.
        In the Text to display setting, edit or enter the text displayed in the Rich Text control.
      5. 5.
        In the Title setting, enter the text to display when a user hovers over the displayed text.
      6. 6.
        From Open link in… drop-down menu, select one of these options:
        • New window: Select this option to open the destination page in a new browser window.
        • Current window: Select this option to open the destination page in the current browser window.
    • Insert/Edit Image: Click on the Insert/Edit Image icon
      to insert an image. Follow these guidelines:
      1. 1.
        Click on the Insert/Edit Image icon
        .
      2. 2.
        The Insert/Edit Image screen displays:
      3. 3.
        In the Source setting, enter a URL for the image.
      4. 4.
        In the Alternative Description setting, enter the text to display if the source URL of the image is not accessible.
      5. 5.
        In the Width setting, enter the maximum width for the image.
      6. 6.
        In the Height setting, enter the maximum height for the image.
      7. 7.
        Toggle the Constrain Proportions icon
        to maintain the width-height ratio of the image to its original proportion.
      8. 8.
        Click Save.
    • Insert Page Break for PDF: Click on the Insert Page Break for PDF icon
      to insert a page break when a PDF document is created for this documentation if your browser supports this feature.
    • Format text: Follow these guidelines to format text:
      • Headings: From the Paragraph/Formats menu, select Headings and then select a heading size.
      • Bold: Do one of the following:
        • From the editor toolbar, select the
          icon.
        • From the Paragraph/Formats menu, select Inline and then Bold.
      • Italics: Do one of the following:
        • From the editor toolbar, select the
          icon.
        • From the Paragraph/Formats menu, select Inline and then Italic.
      • Underline: From the Paragraph/Formats menu, select Inline and then Underline.
      • Strikethrough: From the Paragraph/Formats menu, select Inline and then Strikethrough.
      • Superscript: From the Paragraph/ Formats menu, select Inline and then Superscript.
      • Subscript: From the Paragraph/Formats menu, select Inline and then Subscript.
      • Code: From the Paragraph/Formats menu, select Inline and then Code.
      • Paragraph: From the Paragraph/Formats menu, select Blocks and then Paragraph.
      • Blockquote: From the Paragraph/Formats menu, select Blocks and then Blockquote.
      • Division: From the Paragraph/Formats menu, select Blocks and then Div.
      • Preformatted: From the Paragraph/Formats menu, select Blocks and then Pre.
      • Change text color: Use the Text Color drop-down to change text color. Click on the
        icon. The color palette displays. Do one of the following:
        • Select one of the color swatches from the color palette. The selected text changes to that color.
          • Click the
            icon to select a custom color from the Color Picker.
          • Click the
            icon to reset the text to its default color.
      • Align text: Follow these guidelines to align text:
        • Left align: Do one of the following:
          • From the editor toolbar, use the
            icon to left-align text.
          • From the Paragraph/Formats menu, select Align and then Left.
        • Center align: Do one of the following:
          • From the editor toolbar, use the
            icon to center-align text.
          • From the Paragraph/Formats menu, select Align and then Center.
        • Right align: Do one of the following:
          • From the editor toolbar, use the
            icon to right-align text.
          • From the Paragraph/Formats menu, select Align and then Right.
        • Justify: Do one of the following:
          • From the editor toolbar, use the
            icon to justify text.
          • From the Paragraph/Formats menu, select Align and then Justify.
      • Insert a bullet list: Use the
        icon to format text as a bulleted list.
      • Insert a numbered list: Use the
        icon to format text as a numbered list.
      • Indent text: Click on the
        icon to increase text indenting.
      • Outdent text: Click on the
        icon to decrease text indenting.

Related Topics

Last modified 4mo ago