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Sending Mail, Custom Action or Workflow?

#1 · February 26, 2021, 12:35 pm

With there being an option to send mail from both Custom Actions and Workflows, anyone have a preference? I've noticed it's a lot easier to troubleshoot mail issues if they are executed from within a workflow.

Bob

#2 · February 26, 2021, 1:48 pm

Hi Bob,

Workflows: mail sent in background. Item is created/updated etc. workflow executed without showing any message to user

Custom Action: executed directly by customer - e.g. from button in ribbon or on submit button etc.

If you are implementing some business process as part of a Workflow or Custom action, then usually email actions can be part of same workflow or custom action.