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This feature is currently in betasection is only available if you have the Workflows licence. Please Get in Touch if you are interested in using itthis feature. |
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This type is only available for PICSWeb for Employability customers. |
The Run Plan type allows you to choose an Action Plan to run for a participant.
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This type is only available for PICSWeb for Employability customers. |
The Run Plan type allows you to choose an Action Plan to stop if it is running for a participant.
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Type – This will be set to Email by default.
Relationship – Here you can choose which records you want to send the message to. This will include the record on the workflow as well as any Relationships linked to the record.
User – Here you can choose any PICSWeb Users you want to send the message to.
Email Address(es) – Here you can enter any specific email addresses you want to send the message to. You can enter multiple email addresses in this field, separated by a comma.
Subject – This will be used as the subject line in the email.
Message – Here you can enter the email message with some formatting options available.
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Form – Here you can choose which WebForm you want to create the instance from.
Form Option – Here you can choose what happens to the WebForm instance when the action takes place. There are two options:
Create Form – This will Create a New Instance of the form ready for you to either fill yourself or send out. The instance will be available in the Forms List with a Live status.
Create and Send – If you have set up a Default Form Owner and Signature Defaults in the WebForm Builder, this will Create a New Instance of the form and automatically send it for Remote Filling and Signing. The instance will be available in the Forms List with an Awaiting Remote Signatures status.
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For the Create and Send option to work, you will need to make sure that the following is true for the form in the WebForm Builder:
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