Reply
Emails the sender a confirmation or an answer.
Where it goes: usually last, or after Create in MCS so it can quote the MCS number.
How it works
The reply uses one of your active email templates, filled in with values from the work item, in your company's language. It is sent from your mailbox's address, as a reply in the same conversation, with the work item reference in the subject.
Settings
| Setting | What it is |
|---|---|
| Template | One of your active reply templates. If there are none: "No active reply templates yet. Make one in Settings, Email templates" |
| Only when this field has a value | Optional. When the field is empty, the step is skipped |
| When this step acts | Act straight away. Ask a person first. Prepare it, a person sends it. See when this step acts |
:::note Coming later The editor also shows Wait until MCS confirms the record. It has no effect yet. A Reply placed after Create in MCS already runs only once MCS has confirmed. Attaching documents, and replying in the sender's own language, are also coming later. :::
Rules it always follows
- It goes to the original sender only, never to people copied in.
- It never writes to a sender whose email failed authentication.
- It never promises what it cannot back up: a template cannot quote a price, date or other commitment unless the workflow gets it from MCS. A workflow that tries cannot be published.
What can happen
| What happened | What happens next |
|---|---|
| Sent | Carries on |
| Waiting for a person to approve the email | Shows Approve and send email on the work item |
| No template wording in the company's language | Goes to a person |
| The sender cannot be written to | Goes to a person |
| The email could not be delivered | Goes to a person |
What you see on the work item
The email as sent, on the Email tab, marked Sent.
Use it for
- Confirmations: confirm a request, quoting the number MCS gave it.
- Acknowledgements: let the sender know their request arrived.
- Sending back: before End the work item, tell the sender why, such as "please resend this invoice with its PO number".