Adding email exit actions to business process templates

An email exit action sends an email to either a specific user or a specific email address when a business process ends.
Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.
To add an email exit action to a business process template:
  1. Navigate to the Customize workspace.
  2. In the Business Processes tab, select the template in which you want to add an email exit action.
  3. Click the Exit Actions subtab.
    The Approval Actions and Rejection Actions areas are displayed.
  4. Click the Add button in the area that corresponds to the kind of action that you want to create, then select Send Email.
    For an action that is triggered when a business process is approved, add the action in the Approval Actions area. For an action that is triggered when a business process is rejected, add the action in the Rejection Actions area.
    The Add Send Email Action dialog opens.
  5. In the Description field, enter a description of the email exit action.
  6. In the To field, select one of the following:
    User assigned to Approval Plan
    Sends the email to the user that is assigned to the business process.
    User that submitted Approval Object
    Sends the email to the user that submitted the business process form for approval.
    Coverage Role
    Sends the email to a user based on an assignment model. To select a coverage role:
    1. In the first field, select whether you want the role to be Coverage or Opportunity Team type.
    2. In the second field, select the user role you want to send the email to.
    Specific User
    Allows you to select a user to send the email to. To select a user:
    1. In the Specific User field, click the Select button .

      The Select User dialog opens.

    2. Find and select the user you want to send the email to.
    3. Click OK.

      The Select User dialog closes.

    Specific Email
    Allows you to enter an email address to send the email to. When you select this option, enter the desired email address in the Specific Email field.
  7. In the Subject field, enter the subject line of the email.
  8. In the Body field, enter the body content of the email.
  9. In the Document field, to add a document as an attachment to the email:
    1. Click the Select button .
      The Select Document dialog opens.
    2. Find and select your desired document.
    3. Click OK.
      The Select Document dialog closes.
    Note: Documents containing merge fields will not be personalized.
  10. Click OK.
    The Edit Send Email Action dialog closes.
The email exit action is added to the business process template.