What is the difference between the Send E-Mail or Send E-Mail for Project Automatic Actions and the Notify Automatic Action?

Please always use the LIB version of any Automatic Action (if available). The LIB version is always the most recent one.

The Send E-Mail (LIB) or Send E-Mail for Project (LIB) Automatic Actions are both used to notify users after specific Workflow steps.
The difference between the two is that Send E-Mail Automatic Action is project-based while the Send E-Mail for Project (LIB) Automatic Action is project group-based.

This means that when using Send E-Mail (LIB), all Tasks belonging to a project (or locale) will need to get to this step in order for the step to be processed.  With the Send E-Mail for Project (LIB) Automatic Action, all tasks belonging to all tasks all projects/locales belonging to a project group must get to this step in order for the step to be processed. 

The Send E-Mail (LIB) or Send E-Mail for Project (LIB) Automatic Actions use certain parameters as the substitution placeholders below to insert dynamic values into the email message: 

${project.attribute.XXX}
${project.creationdate}
${project.creator.email}
${project.creator.firstname}
${project.creator.lastname}
${project.creator.fullname}
${project.creator.username}
${project.description}
${project.duedate}
${project.locale}
${project.name}

By default, the Send E-Mail (LIB) and Send Email for Project (LIB) Automatic Actions send emails to the creator of a project.  However, you can configure the Send to field to send the email to any user based on an email address, with a configurable subject line and body. If you want to send the email to multiple specific users, enter the email addresses in the Send to field separated by a comma or a semicolon, for example:

testuser@gmail.com, user2@translationagency.com



Moreover, the parameter ${project.attribute.XXX} can be associated with a project attribute of type Attachment (i.e. Reference Files). The email notification will then include the attachment from the project attribute defined in the Automatic Action.

A typical email message sent using the Send E-Mail or Send Email for Project step will include:

Send to: ${project.creator.email}
Subject: The WorldServer project '${project.name}' is now complete.
Message: The WorldServer project '${project.name}' that was submitted by ${project.creator.fullname} on ${project.creationdate} is now complete.

where the dynamic values will be substituted with the actual values such as the actual project name, project creator's name, and the project's creation date. More parameters can be added. Here is an example of how such an Automatic Action can be configured:





The Notify Automatic Action is a much simpler, Task-based step containing a simple text message that can be configured as requested. It requires one or more email addresses to which the notification will be sent to and does not support dynamic values.



The subject of the email message sent out by the Notify automatic action will always be WorldServer Notification and the message will be the one entered by the user when configuring the step.

Note: it is not possible to configure these steps to be sent to all users belonging to a workflow role, a workflow group, or other parameters. If required, this could be achieved through customization that can be delivered by the RWS Professional Services Team.

These articles are relevant:

WorldServer - "Send E-Mail" Automatic Ation fails with error 'Recipients are not defined'
Worldserver - canceling project or task fails with 'Recipients are not defined.' error
How do I request assistance from RWS to help me upgrade or configure my WorldServer or TMS environment or to create a customization?