How to Add CC (Carbon Copy) Recipients in Email Notifications

[jiahui]

Goal:
Guide users on how to send email notifications with additional CC recipients who are informed but not required to take action.

Description:
In Inistate, you can configure email notifications to include CC (Carbon Copy) recipients. This is useful when you want to keep certain users informed without making them the primary recipients.
Example: Sending a notification to the Department Head when an employee submits a project proposal, while also CC-ing other relevant team members.

Platform: Inistate Studio (Web)
Relevant area: State → Email Notification Setup

Steps / Instructions:

1. In Studio, go to the State where you want to trigger the email notification (e.g., Submitted).
2. Click the Email Icon on the trigger that sends the notification.

Example: I would need the system to send Notification to Department Head when an employee submits his/her project proposal. So the Notification should be at State → Submitted

3. Under Channel, select Email.

4. In the To: field, choose the main recipients who should take action.
   

   

5. Click Advanced Settings.

6. In the CC: field, select the users who should be informed but are not required to act.

7. Click OK to confirm.

8. Save and Run the Studio to apply changes.
   

   

9. Test by submitting a form to the configured state (e.g., Submitted) and confirm that the email is sent with both To and CC recipients.
   

   

Tips / Notes:

• CC recipients will receive the same email content but are not assigned any action.
• Use CC for stakeholders who need visibility but should not be part of the workflow approval process.
• Ensure user accounts are active and have valid email addresses to receive notifications.