Is anyone using ION-Workflow to send emails to external (non-IFS) email addresses?

Legacy Contributor

when setting up the notification distributions, there's an option to use an "email address".  I have been told that this email address will only work when it's already registered as a valid mingle/IFS user.  That doesn't completely make sense to me, because if that was the case, then why both with an email addr, and just find the user through the type of "user"

 

 

anyway, wondering if anyone is using ION/WF to send emails to externals (like, customers/vendors) ? 

 

Thanks

Tim

eric-masson

Hi, Tim.



Yes you can send notifications to external contacts via Contacts/Contact Groups. Add your contact in the User Management (aka IFS) > Contact. If you wish to distribute to a group, you then add your contacts to a designated contact group. This can be loaded to UM with a .csv file. I've used this method several times. If you wish the external contact to be able to actively be involved in a workflow, like adding a response or attachment, they would then need to be a registered user, not a contact.



I'd have to pull up current (Infor) documentation to help further clarify a valid use case for the email option as you have shown in this thread. I agree that it is a bit misleading in intent. As you suggest, it seems that a person would be able to create an adhoc distribution using those options.



Also worth noting, the use of contacts DOESN'T consume user licenses so feel free to use those at will.