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Mail notifications send emails to specified recipients using a preconfigured template when a process reaches a designated step. Follow the steps below to configure a Send mail node.

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Preparations

Before using mail notifications in an approval process, add a mail account first. For details, see Mail management.

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Add a Send Mail Node

  1. Sign in to the YiDA workbench and click My apps.
  2. Select the target app to open the App settings page.
  3. Click Integration & Automation, select an existing flow, and click Edit.
  4. Move the cursor over the connecting line between two steps. When the + button appears, click it and select Chats node > Send mail.

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Configure Send Mail

Follow these steps to configure the Send mail node.
1

Select the Send mail node and set the mail address in the configuration panel on the right

If you have not added a mail account, click Account management on the right to add one. For details, see Mail management.
The To field accepts values from form fields.
2

Set the mail content. Two modes are supported: custom content and message template

Form fields can be inserted into the content.
3

Click Save when the configuration is complete

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Supported Component Types for Mail

The following table lists the components that support batch data export in mail:
Component typeComponent nameMail reference supportedData format in mail
Common componentsSingle-line text
  • Supported
Text format
Multi-line text
  • Supported
Text format
Numerical
  • Supported
Number format
Rating
  • Supported
Number format
Select
  • Supported
Text format
Checkbox
  • Supported
Text format. All selected options are exported and separated by commas.
Date range
  • Supported
Date format
Date
  • Supported
Date format
User
  • Supported
1. When “Show user ID” is cleared, only the user name is shown.
2. When “Show user ID” is selected, both the user name and user ID are shown.
Department
  • Supported
1. When “Show full department path” is cleared, only the department name is shown.
2. When “Show full department path” is selected, the full department path is shown.
Image upload
  • Supported
Image path. Accessible only after signing in to DingTalk.
Attachment
  • Supported
Image path. Accessible only after signing in to DingTalk.
Word template
  • Supported
Image path. Accessible only after signing in to DingTalk.
Signature
  • Supported
Image path. Accessible only after signing in to DingTalk.
Smart invoice
  • Supported
Image path. Accessible only after signing in to DingTalk.
Subform
  • Supported
Text format
Premium componentsDropdown select
  • Supported
Selected option
Dropdown multiselect
  • Supported
All selected options are exported and separated by commas.
Cascading select
  • Supported
Text format
Country/Region
  • Supported
Text format
Address
  • Supported
Text format
Location
  • Supported
Text format
Associated form
  • Supported
Text format, field + instance ID
Serial number
  • Supported
Text format
Organization
  • Supported
Text format
UnionPay❌ Not supported/
Budget control❌ Not supported/
Group❌ Not supported/
Associated query❌ Not supported/
Rich Text❌ Not supported/
Image and text❌ Not supported/
Common componentsID number❌ Not supportedNot supported in mail export to protect privacy.
Phone number❌ Not supportedNot supported in mail export to protect privacy.