Topic

Send an email without creating any activity history.

Instructions

There is only one combination that will allow for no email activity to be created on a record. The combination configuration is as follows:

1. On the delivery option, you must select the following:

2. Internal email = checked

3. Auto Send = checked

4. The 'Additional to' section will be the location of the <<tag>> of the contact email you are sending to.

5. The email template must be a DocGen for Salesforce Email as body email template. For more information, refer to Nintex Help: Email Templates