You can add an Alert User Step to send an alert to a specific user or group of users when an Action is executed. For example, when a new task is assigned to a user, an Alert User Step could be included to send an email message to the user responsible for completing the task. They can even include a direct link to a specific record in your Application.

To add an Alert Step:

1. Drag and drop an Alert User step from the palette onto the process flow in the desired position.
2. Double-click the user icon to open the Alert User Properties window.
3. Enter a Description.
4. In the E-mail To field, enter a set e-mail address or click on Field to choose a field on your form which contains an e-mail address.
5.  In the Subject field, enter the title of the e-mail. You can include an expression to build the message using fields from the variables you have defined in the Action. For example, use the concat() function to include a mixture of text and field values from different variables.
6. In the Body field, enter the text of the message. Just like in the subject field, you can use the Expression Editor to add fields which will dynamically populate the body of the e-mail based on which record you run the action on.
   
   
7. In the Include URL link to field, select the field which contains the record you want the e-mail to link to. This field must have the unique Document Name identification for a record, either the ID field under the Properties section or a Link Widget.
8. Click Ok to save your changes and return to the Action Editor.

Note that the e-mail, by default will show sent from info@coghead.com.  To specify a different From e-mail address, go to the AccountProfile tab in Account Management and enter the e-mail address in the Send Email Notification From field.