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Specify the name of the Workflow to be automated. (In this case, it is Scheduling mass Email)
Refers to the Module to which WorkFlow has to be linked.
Refers to the condition on which the WorkFlow has to be automated. (To Schedule Mass Mail on a Periodic basis, Select the Periodic option and Define Frequency template on a periodic basis).
Refers to the priority of execution of WorkFlow, if there are other WorkFlows linked to the same Module.
If Priority =1, then that WorkFlow is automated first.
If Priority =2, then that WorkFlow is automated on the second basis with respect to that Module.
Note: Like ways, Priority can be assigned to WorkFlow.
Click Email on WorkFlow List page to schedule mail for an individual user.
Select Email Template from the Template dropdown list of Pop Up Email Window.
Specify the From Email Address.
Specify Cc Email Address.
Set the time when should the email trigger.
From the drop-down list select the email template.
Select the recipient type for sending an email.
4. Click on Finish to complete the overall process of setting the WorkFlow.