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Email Tool Properties
Configure Email Tool
| Name | Description | Screens (Click to view) | |
|---|---|---|---|
| To (Specific email address) | Recipient fully qualified address. |
Figure 1: Email Tool Properties | |
| To (Participant ID) | Participant ID(s) according to the process flow it resides in. Multiple values can be accepted by separating them with semicolons.
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| CC | Fully qualified address is expected. Multiple values can be accepted by separating them with semicolons.
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| BCC | Fully qualified address is expected. Multiple values can be accepted by separating them with semicolons.
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| Subject | Email Subject. | ||
| Message | Email Message. | ||
| HTML Content? | Check if "Message" is intended to be a HTML content. |
Configure SMTP Settings
| Tip |
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If no SMTP settings is configured here, this tool will read the SMTP configuration in the "General Settings". You may configure common SMTP settings in "General Settings > SMTP Settings" for your future convenience. |
| Name | Description | Screens (Click to view) | |||||
|---|---|---|---|---|---|---|---|
| From | Sender email address.
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SMTP Host | Email Server SMTP Host
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| SMTP Port | Email Server SMTP Port
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| Security |
Alternatively, you can click on the "hash" symbol to allow the input of hash variables. | ||||||
| SMTP Username | Email Server Account Username
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| SMTP Password | Email Server Account Password
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| Info | ||
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Hit on the "Send Test Email" button to quickly validate and test out your email settings. |
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Configure Email Attachments
| Name | Description | Screens (Click to view) | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Form | File attachment source form. |
Figure 3: Attachments | |||||||
| Form Upload Fields | File attachment field ID(s) in the Form selected above. | ||||||||
| Files | This attribute allows one to define the file attachment freely by defining a system path or absolute URL.
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| Attach ICS File | Check this option to prepare an event and attach as an ICS file in the email. When this attribute is checked, one will need to populate the details for the calendar ICS file in the fields below.
Important: The organizer or sender email must not be the same as your destination/recipient email. If sender and recipient emails are the same, you will not see the "Add to calendar" box in your email. Sample Screenshot of Settings
Sample .ics File Opened using Microsoft Outlook
Sample .ics File Opened using Gmail
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Download Demo App
APP_email_tool_with_ics_attachment_dx_kb.jwa
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