Configure Email Settings in Flow

Business Background

Configure an email for your flow project in a few clicks with no code.

Titan Solution

Titan Flow lets you configure the email settings in your project. You can trigger the sending of an email throughout your project whenever necessary.

How to Video

Coming soon!

How to Guide

1. Click the + button. The Configure Email Settings screen opens by default.

2. For the Email name option, type the following:
   • Configuration name. This is mandatory.
   • Description. This is mandatory. There is a 65-character limit on this field.
     • These two fields are shown when the email configuration is added to the Configure Project Email Settings screen.
3. Click the Next button.

4. Under Recipients, set up the recipients of the email.
   • Add a Static or Field value for the To option. This is mandatory.
     • Static: Type the email address/es in the field.
     • Field: Use the drop-down list to select a variable.
   • You can add CC, BCC, and Reply to fields as well. These are optional.
5. Click the Next button.

6. Under Send Via, you have two options with which you can send the email:
   • Salesforce
   • Titan

For Salesforce:

7. Send via Salesforce. This is the default option:
   • Use the drop-down list to select an organizational email address. This is mandatory.
   • If necessary, click the Use Titan mail server as fallback checkbox to add it as an option.
8. Click the Next button.

9. Under Content, do as follows. These options apply when you use Salesforce to send the email.
10. Use the drop-down lists to select the following:
    • Org Email
11. Click the Next button.

12. Alternatively, click the Manual radio button to manually edit the email sent via Salesforce. The fields were completed by default when you selected the template.
13. Use the drop-down lists to select the following:
    • RecordID
      • Static: Type a recordID in the field.
      • Field: Use the drop-down list to select a variable. This will link the email to the Email Activity in the record.
    • Subject
      • Static: You can change the subject that was added by default when you selected the template.
      • Field: Use the drop-down list to select a variable.
    • Body
      • Static: Make changes to the template in the body field.
      • Field: Use the drop-down list to select a variable.
14. Click the Next button.

For Titan:

15. Alternatively, under Send Via, select Titan.
    • Click the Titan radio button.
    • Add a Static or Field value for the From Name option.
      • Static: Type the name in the field.
      • Field: Use the drop-down list to select a variable.
16. Click the Next button.

17. Under Content, do as follows. These options apply when you use Titan to send the email.
    • Add Static content:
      • Add the subject as a static value: Type the subject in the Subject field. This is mandatory.
      • Add the email body as a static value: Use the Rich text Editor to add the email body. This is mandatory.
    • Alternatively, add the content as Field values.
      • Use the drop-down lists to select the variables. These are mandatory fields.
18. Click the Next button.

19. Under the Attachments option, use the drop-down list to select any attachments.

• Use document generation to configure the document/s before they can be attached:
  • Word
  • Excel
  • Auto PDF

• Add a File Upload element.
  • Use the drop-down list to select a file variable.

20. Click the Next button. The email is added to the screen.

When you have configured multiple emails, click on an option to select it. The pink frame shows which option was selected. The Configure Project Emails Settings screen closes automatically when you have selected an option.