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Send E-Mail in Process Management with Znuny & OTRS

Send E-Mail in Process Management with Znuny & OTRS

This article explains how to send a e-mail in a Znuny / OTOBO Process Management process in a transition action.

As a OTRS user on the versions <= 6.0 you can easily switch to Znuny, and you should! Read more about upgrading Upgrade/Migrate trouble-free from OTRS 5 to OTRS/Znuny 6
This features are freely available in Znuny!

Minimal Configuration to send e-mails in a process

Znuny 6.4 introduced several new features to Process Management. One of those is transition action SendArticle. Although documentation that is available on Znuny.org seems to be comprehensive, making it work is still a challenging task. Below you can see a minimal configuration of the SendArticle Transition Action.

Hints

Salutation, Signature and Template are fields expecting name of desired article component. In Body you are then referring to those variables using <OTRS_TA_Salutation>, <OTRS_TA_Signature>, <OTRS_TA_Template>.

You can use <OTRS_*> variables in the text of Body as well.

Debug information is available in error log.

Related Articles

Available OTRS / Znuny variables for automation

Do you need help with Znuny / OTRS?

We have lot of experiences with OTRS and Znuny and can help you with your issues. Get in touch with us and we will check if and how we can help you.

2 thoughts on “Send E-Mail in Process Management with Znuny & OTRS”

Timo
August 16, 2022 at 12:16 pm

Please update your titles. Literally all of your posts focus on Znuny and won’t work on OTRS. That wasted me a good hour now.
thanks

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1. admin
  August 18, 2022 at 4:57 pm
  
  thank you. We have updated our article accordingly!
  
  Log in to Reply

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