Configure General Options for the E-mail Activity

General Configuration Screen

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Common tab.
     2. On the Common tab, drag the E-mail activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.

Procedure

1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process. For standard task activities, this name also shows in the participant's task list.
2. (Optional) In the Description field, enter more than one line of text description for your activity.
3. (Optional) In the Deferred Time section, set the time to send the e-mail.

   Set your limit as a number of time units — for example, 2 hours or 3 days.

   1. In the time units list, select your time unit — for example, Days, Hours, or Minutes.
   2. In the Enter the Variable field, enter your number of time units. For example, if you enter 3, the activity will expire in 3 Days, Hours, or Minutes, as you specified in the time units list.

      You can use Process Variables screen for this value.

   3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.

RelatedTopics

• E-mail Notifications screen