Option Pack › Email Notifications › How to Create a New Email › When to Send

When to Send

One or more of the following When to send options are available to send an email on all relevant events:

• User created

  Specifies whether an email is sent when a user has been created. The email is sent when the CreateUserEvent reaches completion.

• User modified

  Specifies whether an email is sent when a user has been modified. The email is sent when the ModifyUserEvent reaches completion.

• Workflow pending

  Specifies whether an email is sent when workflow reaches a point where it requires approval. This requires you to select the relevant workflow process. To use this option, the workflow process must be connected to the Policy Xpress workflow agent. All Option Pack Workflow processes are connected to the Policy Xpress by default.

• Event Starts

  Specifies whether an email is sent when an event reaches the Before state. This option requires you to select the event.

• Event approved

  Specifies whether an email is sent when an event reaches the Approved state. This option requires you to select the event.

• Event rejected

  Specifies whether an email is sent when an event reaches the Rejected state. This option requires you to select the event.

• Event Completes

  Specifies whether an email is sent when an event reaches the After state. This option requires you to select the event.

• Task submitted

  Specifies whether an email is sent when the task starts processing. This option requires you to select the task.