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Create the Vlocity Action for the On Creation Action
The Vlocity Action connects the trigger and the Email Template.
- In Lightning Experience, click the App Launcher
. - Type model in the Search field and select Vlocity State Models.
- Click Report Card State Model., then click the Report Card State Model V1 link.
- In the Vlocity Actions section of the page, click New.
- Specify the following settings. Leave other settings at their defaults. Note that the Vlocity State Model Version field is set for you.
Setting
Value
Vlocity Actions Name
Notify of Enrollment
Active
(checked)
Display Label
Notify of Enrollment
State Model
Report Card State Model
Invocation Class Name
ReportCardEmail
Invocation Method Name
notifyContact
Invocation Method Input
{ "emailTemplateName":"CourseStarted" } - Click Save.

