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Figure 1: Export Form Email Tool Properties

NameDescription  
  
  
  
Form

Form to be used to generate pdf file.

Record row will be matched with current process instance ID.

File NameIntended pdf file name to appear in Email attachment.
Hide fields without valueWhen checked, any field without value keyed in will not appear in the generated pdf file.
Show unselected options for multi options fieldWhen checked, unchecked/unselected options will appear in the generated pdf file in elements like Select Box, Radio Button.  

Figure 2: Export Form Email Tool Properties - Email SMTP Settings

NameDescription
SMTP Host

Email Server SMTP Host

Info
titleExample

smtp.gmail.com

SMTP Port

Email Server SMTP Port

Info

Typically, port 465 for SSL security option and 587 for TLS

Security
  • None
  • TLS
  • SSL
SMTP Username

Email Server Account Username

Info

On Google email account, use your full email address.

SMTP Password

Email Server Account Password

Info

Password submitted will be encrypted for security reason.

  
  
  
  
  

Figure 3: Export Form Email Tool Properties - Email Info

NameDescription
From

Sender email address.

Info
titleExample

no-reply@your-company-name.com

To (Specific email address)Recipient fully qualified address.
To (Participant ID)

Participant ID(s) according to the process flow it resides in.

Multiple values can be accepted by separating them with semicolons.

Info

When To (Specific email address) and To (Participant ID) are both populated, email will be sent to both.

CC

Fully qualified address is expected.

Multiple values can be accepted by separating them with semicolons.

Info

CC: lets you send a copy of a message to someone who's interested, but is not the primary recipient.

BCC

Fully qualified address is expected.

Multiple values can be accepted by separating them with semicolons.

Info

Both Cc and Bcc forward a copy of the message to everyone you've listed. The main difference between Cc or Carbon copy and Bcc (Blind carbon copy) is that, with the latter, the recipients do not get to know each other.


SubjectEmail Subject.
MessageEmail Message.
HTML Content?Check if "Message" is intended to be a HTML content.
  
  
  
  
  

Figure 4: Export Form Email Tool Properties - Advanced

 
NameDescription
Formatting (CSS)CSS to be included when generating pdf file.
Header (HTML)Header in HTML to be included when generating pdf file.
Repeat header on every page?If checked, the Header (HTML) will be included in every subsequent pages in the generated pdf file.
Footer (HTML)Footer in HTML to be included when generating pdf file.
Repeat footer on every page?If checked, the Footer (HTML) will be included in every subsequent pages in the generated pdf file.