Use the Email Outbox to view all system-triggered emails, including reminders and action-based notifications, and filter the report to find specific sent emails.
Prerequisites
You must have the correct user permissions to access the Control Panel.
Steps to Access the Email Outbox
Access the Control Panel (gear icon) in the top right corner of the navigation bar.
In the sidebar, select Email.
Select Outbox.
Steps to Filter the Outbox Report
You can filter the report using the column headings. Below are some common filters:
Emails triggered by a specific user: Use the filter Sender = 'username'.
Emails triggered for a specific record: Use the filters EFormType = 'target form' AND RecordID = 'target RecordID'.
Emails sent before or after a specific date: Filter by Date Sent or Date Queued.
Reference: Email Outbox Columns
| Column | Description |
|---|---|
| Date Queued | The date and time the email was triggered and queued to be sent. |
| Date Sent | The date and time the email was sent to the recipient/s. |
| Sender | The user who triggered the sending of the notification. |
| Related EForm | The name of the eForm that the notification relates to/is sent from. |
| Related ID | The RecordID of the eForm that the notification relates to/is sent from. |
| Related Event | The ID# of a scheduled event that triggered this notification. |
| To | The recipient/s email addresses of the email notification. |
| Subject | The subject line of the email notification. |
| Hold | Used to hold the email in the system and prevent it from sending the notification. |
Related: Holding and Sending Emails
Holding emails prevents them from being sent to the recipient after they have been triggered. This is often used when email settings were configured incorrectly, leading to a queue of unsent emails.
Steps to Hold Emails
Select the email notifications you wish to hold.
Click the Hold Selected Emails button.
The final column, Hold, will change to 'True' and prevent the email from being sent.
Steps to Send Held Emails
Select the held email notifications.
Click the Send Selected Emails button to send the emails immediately.
Limits & Notes
If the system fails to send emails, it will automatically try to resend held emails periodically.
What's Next / Related
To view the original content of an email, click the View button in the report.