Help Centre › Building Processes
This article describes the RPA Outlook functionality to load an e-mail template.
For a full list of available functions, please read OUTLOOK functions.
Description
The OUTLOOK Load e-mail template function loads an Outlook template (.oft) or saved message (.msg) as a new e-mail draft. You can optionally override recipients and subject, and choose to send immediately.
Setting it up
To use the OUTLOOK Load e-mail template function, follow these instructions:
{{popups:rpas/add:action=outlook-mail-template}}
Once on a process map:
- Navigate to the process where you would like to add the OUTLOOK Load e-mail template function
- Click on the green button's drop-down (right side of the green button labelled "Process")
- On the menu that appears, click on the "+ Activity" item
- From here you can select the OUTLOOK Load e-mail template option
- Click "Add" once you are done
Input parameters
| Parameter | Required | Type | Default | Description |
|---|---|---|---|---|
| Template file path | Yes | Text | - | Full file path to the .oft or .msg template file |
| To | No | Text | - | Override recipient(s) |
| CC | No | Text | - | Override CC recipient(s) |
| BCC | No | Text | - | Override BCC recipient(s) |
| Subject | No | Text | - | Override the template subject line |
| Send immediately | No | Switch | Off | Send immediately instead of saving as draft |
Output variables
This action does not produce output variables.
Errors
| Error | Description |
|---|---|
| Outlook not open | Outlook is not running |
| File not found | The template file does not exist at the specified path |
| Invalid file format | The file is not a valid .oft or .msg file |
Tips
- Create templates in Outlook via File > Save As > Outlook Template (.oft)
- Use variables in the file path for dynamic template selection
- Override fields only populate if provided; template defaults are used otherwise