Recovering deleted email actions in workflows
Who is this article for?
Administrators who manage and configure email actions.
Administrator permissions are required.
If an email action is deleted from the system, there is no built-in method to restore it through the user interface.
This article explains the considerations and steps to recreate the email action manually instead.
Deleting email actions
When an email action is deleted, the:
- configuration (trigger, recipients, subject, body, etc.) is permanently removed from the system UI.
- application does not retain a reusable version of the deleted configuration.
Recovery is only possible by recreating the email action manually.
Identifying deleted actions
To identify which email action needs to be recreated:
- Go to Administration.
- Select Workflows.
- Open the relevant workflow.
- Review each route and step.
Use this to identify where an email notification is expected and which trigger event should be associated with it.
Note
Deleted email actions will not appear in the workflow. Identification must be based on expected workflow behavior or prior documentation.
Recreating email actions
Before following these steps, verify that a similar email action does not already exist to avoid duplicate notifications.
To recreate a deleted email action:
- Go to Administration.
- Select Email Actions.
- Click Add Email Action.
- Configure the following fields:
- Module - Select the module associated with the workflow (must match the original configuration)
- Action (Trigger Event) - Select the event that triggers the email notification
- Time Delay - Enter the number of days between the triggering event and when the email is sent
- Subject - Define the subject line of the email
- Body - Enter the content of the email notification
- Users/Groups - Select the recipients who should receive the notification
- Click Save.
If another environment exists (e.g., test, staging, or backup), you can use it to record the configuration and recreate it using these steps.