EmailStepConfigDto

Configuration for SendEmail workflow steps.
Used for both workflow template definition and task workflow step instance customization.
All properties must be provided when creating or updating.

Properties

Name	Type	Description
executionMode*	enum	Auto Manual
Auto Manual
contentBlockCode*	string	Content block code for the email template. Must reference an existing Email category content block that defines the subject and body using Liquid syntax.
Content block code for the email template. Must reference an existing Email category content block that defines the subject and body using Liquid syntax.
recipientContactTypes	array of enum	Client contact types for To recipients. Resolved from the task's client contacts at execution time. Main Billing Payroll Accounts Director
Client contact types for To recipients. Resolved from the task's client contacts at execution time. Main Billing Payroll Accounts Director
recipientUserTypes	array of enum	User types for To recipients. Resolved from client team assignments or task ownership at execution time. Note: SpecificUser is not applicable for email recipients. TaskOwner SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate
User types for To recipients. Resolved from client team assignments or task ownership at execution time. Note: SpecificUser is not applicable for email recipients. TaskOwner SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate
additionalEmailAddresses	array of string	Static email addresses for To recipients. Use for external recipients or email addresses not in the system.
Static email addresses for To recipients. Use for external recipients or email addresses not in the system.
ccContactTypes	array of enum	Client contact types for CC recipients. Main Billing Payroll Accounts Director
Client contact types for CC recipients. Main Billing Payroll Accounts Director
ccUserTypes	array of enum	User types for CC recipients. Note: SpecificUser is not applicable for email recipients. TaskOwner SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate
User types for CC recipients. Note: SpecificUser is not applicable for email recipients. TaskOwner SpecificUser ClientManager ClientServiceManager ClientPartner ClientAssociate
ccEmailAddresses	array of string	Static email addresses for CC recipients.
Static email addresses for CC recipients.

JSON Example

{
  "executionMode": "Auto",
  "contentBlockCode": "string",
  "recipientContactTypes": [
    "Main"
  ],
  "recipientUserTypes": [
    "TaskOwner"
  ],
  "additionalEmailAddresses": [
    "string"
  ]
}

Contained in Schemas

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