Send a work item action as an email

Send the action related to a work item as an email to the user responsible for the work item action. You can send emails only if you have set up a valid email ID against your name, in the s00003 Users screen.

1. Navigate to the s61011 Work Item Overview screen.

2. To refresh the screen, select the F5 key.

3. In the Work Item grid, select a row.

4. In the Action grid, select a row.

5. In the Action grid, in the General tab, from the Responsible User dropdown, select the ID of the user responsible for the work item action.

   Ensure the responsible user has a valid email ID defined in the s00003 Users screen.

6. On the s61011 menu, in the Work Item Mail group, select Send Action Message

   The d0050 Send E-Mail dialog appears.

7. (Optional) To send a carbon copy of the email, in the Recipients section, in the CC field, enter the email ID of the recipient.

8. To change the email template, in the Email Content section, select Template.

   The d0052 Select E-Mail Template dialog appears.

9. In the grid, select the required template, preview the Subject and Text of the email, and then select Ok.

   The template in the d0050 Send E-Mail dialog is updated.

10. Modify the Subject and Text according to your requirements.

11. In the email, to include the attachments defined for the selected email template in the s00027 E-Mail Templates screen and other workflow related attachments, select Generate Attachment.

12. Select Send.

    The email is sent to the specified recipients.