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How to configure flows with user-specified correspondence


When your application design requires operators to specify which piece of correspondence to send, use the SendCorrespondence flow action.

If you want to:

Suggested Approach

Complete the following steps:

  1. Open the flow and select the assignment.
  2. In the Assignment Properties pane, in the Local Actions section, enter or select SendCorrespondence.
  3. Click Apply.
  4. Save the flow.
  5. Create a work object to test your configuration. When the work object reaches the assignment with the SendCorrespondence flow action, select the action. Then complete the correspondence forms.
  6. When finished, click the attachments icon in the work object. In the History/Attachments window, expand the Attachments section and verify that the correspondence was generated correctly.
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