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            Add the Email Apex Action to the Fulfillment Flow

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            3. Financial Services Cloud Admin Guide

            Add the Email Apex Action to the Fulfillment Flow

            Call the Apex class to send an email with attachment to the policyholder when a case is closed by updating the Send Email with Attachment To Policy Holder action in the Flow.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Financial Services Cloud and Unified Catalog.
            User Permissions Needed
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To run a flow: Run Flows
            1. Open the orchestration that you created by cloning the Process Insurance Proof Request orchestration.
            2. Select Notify Account and Close Case.
            3. Click Open Flow in Flow Builder.
            4. Click Send Email with Attachment To Policy Holder.
            5. Click the plus symbol between the Send Email with Attachment to Policy Holder action and the Is Email Sent with Attachment decision element.
            6. Click Action.
            7. Search for and select the Send Email to User with Attachment apex action.
            8. Enter these details:
              FIELD NAME VALUE
              Label Send Email with Attachment To Policy Holder
              API Name SendEmailWithAttachmentToPolicyHolder
              Description Calls an action that sends an email with attachment to the policyholder when a case is closed.
               
              Store Output Values (Show advanced options)
              output emailAttachmentStatus
               
              Set Input Values for the Selected Action
              CaseId caseId
              Email Body ClosureEmailBodyTextTemplate
              Email Subject ClosureEmailSubjectTextTemplate
              Send To Email Id accountEmail
               
              Show advanced options
              Manually assign variables Select
            9. Save the flow.
             
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