Defining an Email Action

The Action Definition: Email dialog displays when creating or editing an existing email message action. An email action sends an email message in response to a job event or system event. You can send email to any individual or group with a valid email address in the mail system you have chosen. The individual does not have to be a user of TA.

Note: To send email to a TA workgroup, that workgroup (not just the individual members) must have a mailbox or be defined as a mailing list in your email system. For help setting up a mailbox or mailing list, see your system or mail administrator.

To define an email action:

  1. Click Definitions > Actions > Email on the Navigation pane to display the Email Actions pane. Email actions available to you and your workgroups are sorted and displayed in alphabetical order.

  2. Click Add and choose Add Email Action from the context menu to display the Email Action Definition dialog.

  3. Click the Action Name field, and then type a name for this action (up to 30 characters). The name must be unique.

  4. Click the Public option to make the action public. When an action is public, the action is available to all TA users, within the bounds of their security policy.

  5. Choose the desired Owner from the list in the Owner field.

  6. Click the Details tab.

  7. Click Ellipsis in the To field to display the Mailing List dialog.

  8. Choose the recipients of this email action when it is triggered, then click OK.

  9. Click the Subject field, and type a subject title for your email message. You can insert one or more TA variables.

    To insert a variable, click where you want to insert the variable, and then click Variables, and choose a variable from the variables context menu.

  10. Click the Message field, type the message to send when this email action is triggered. You can insert one or more TA variables.

    To insert a variable, click where you want the variable, and then click Variables, and choose a variable from the variables context menu.

  11. Click the Description tab to enter a description for your email action, and type your description in the Description field.

  12. Click OK to accept the action. The action displays in the Actions pane and is available from the Job Event Definition and System Events dialogs.