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Good afternoon,

 

 

We have an Action View configured that has a Send Email Action Flow attached that, for each record invoice code, will send an email to a Customer with information.

 

To this end, we have been looking for a way to preview the email, via a click for example, so that you can view the specific email being sent and possibly make any changes.

 

 

 

How could we achieve this?

 

 

 

Thank you

 

Maicol Munevar

Hi @maicol.munev,

 

This is not possible in an Action Flow. However, using Automation Skills, this is possible, see Provide default actions (celonis.com).

 

Unfortunately, the distinction between Skills and Action Flows is sometimes a bit vague. My rule of thumb is:

  • Action Flows are very powerful and customizable automation flows, similar with RPA flows.
  • Automation Skills are less customizable, but should be used for some very specific Celonis capabilities:
    • Creating Tasks
    • Creating Default Actions
    • etc.

 

Depending on your use case, you can select which option fits best, or even link Skills to Action Flows or vice versa.

 

I hope this helps.

 

Best regards,

Jan-peter


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