Before you begin
Confirm account, tenant and active role in the account menu. Inspection requires view permission; changing records requires the specific management permission. A hidden or disabled action can reflect authorized scope; do not switch tenants to evade a denial. Work only with records in the workspace you are allowed to administer.
Procedure
- In Preferences → Notifications open Execution email template, select outcomes and prepare subject, preheader, HTML and plain text.
- Preview and save.
- In Email delivery review SMTP and sender, save and test with an authorized recipient.
- In Notifications review events, channels, recipients, deduplication and quiet hours.
Behavior and limits
Use catalog variables such as %WORKFLOW_NAME%, %STATUS%, %RUN_ID%, %OUTPUT_ROWS% and %EXECUTION_URL%. A blank Replace password preserves the password according to the form guidance. Preview and actual receipt are separate checks.
Do not include credentials, real execution data or secret endpoints in examples. Delivery suppressed by policy is not an SMTP failure; inspect Delivery history before repeating a send.
Select at least one outcome: succeeded, failed or cancelled. Plain text is required and must communicate the same result as HTML. Quiet hours depend on their timezone and both time boundaries.
Verify the result
After saving or confirming, reopen the detail and check the state reported by the server. Distinguish an accepted request from a completed operation and retain only minimal evidence without sensitive information. When an operation is pending, wait for its final state in the corresponding view before starting another action on the same object.
Laboratory example
Use the synthetic tenant documentation-lab and, where relevant, worker worker-demo-a. Note the previous state, perform one authorized action and compare the resulting state. These names illustrate the procedure; they do not identify production records or authorize creating cloud resources. For a review without changes, inspect the detail and cancel any open form.
If something fails
If a conflict appears, refresh the inventory and review current values before repeating. If the session expired, sign in and complete MFA when required. For a permission error, check the role and membership; for a provider error, inspect the operation and its safe message. Do not alter storage, revisions or controls to force an outcome.