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Table of Contents


Introduction

Email Tool enables one to send emails as part of a workflow process.

You can also use the Email Tool in Post Form Submission Processing to send out an email when the user submits the form on:

  • Data creation, or
  • Data update or
  • Both Data creation and Data update.


Email Tool Properties

Configure Email Tool


NameDescriptionScreens (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.

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.


Configure SMTP Settings

Tip

If you leave the SMTP settings below empty, Joget will read the default SMTP configuration values from the General Settings > SMTP Settings page.

NameDescriptionScreens (Click to view)
From

Sender email address.

Info
titleExample

no-reply@your-company-name.com

Figure 2: SMTP Settings

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

Alternatively, you can click on the "hash" symbol to allow the input of hash variables.

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.

Info
titleQuick Test

Hit on the "Send Test Email" button to quickly validate and test the email settings.


Configure Email Attachments

NameDescriptionScreens (Click to view)
FormFile attachment source form.

Figure 3: Attachments

Figure 4: ICS Attachment

Figure 5: Sample .ics File Opened using Microsoft Outlook


Figure 6: Sample .ics File Opened using Gmail


Form Upload FieldsFile 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.

NameDescription
PathSource file path & filename.
Type
  • System Path
  • URL
File NameFile name to be used in Email attachment.
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.


Download Demo App

APP_email_tool_with_ics_attachment_dx_kb.jwa


Related Tutorials