Send a predefined email with required format and placeholders with a single click from the list item

Applies to: SharePoint Online and On-Premises

Description:

This article desciribes about how to send an email from a SharePoint list with one click. This can be done with Crow Canyon Workflow Manager and Custom Actions solutions.

Note: For SPOnline, this can be done completely in Custom Actions solution by configuring a Send Mail action. Since On-premises Custom Actions doesn’t support Mail templates, we need to use Workflow Manager. This capability will be added shortly and then Workflow Manager solution won’t be needed in this case.

 

Steps:

1. Create User triggered workflow with a Send Mail action

2. Configure the Custom Action to invoke the workflow

 

Detailed Instructions

1. Create a User triggered workflow with send Mail action:

Please refer this article https://www.crowcanyon.help/article/241 for sample send mail action configuration. This article is based on Item Creation, you can modify the “When to Start the Workflow” to User triggered (see screenshot below).

Please refer Send Mail action app manual from: https://www.crowcanyon.info/nitro/appmanual_v2/send-mail.html

 

2. Create Custom Action with Invoke Workflow Action:

Go to Tickets list –> Custom Action in List ribbon –> Create Invoke Custom action as shown below

Invoke Workflow action configuration: