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Table of Contents

Introduction


English

Export Form Email Tool is a process tool that allows you to send out an email with a PDF attachment of the form..

Apart from configuring the normal email plugin, the only other configuration you will need to do is to select the form to be attached and the desired file name for the PDF attachment.

You can also use the Export Form 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.

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Configure Export Email Tool

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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.



Email Info

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Figure 2: Email Info

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Tip

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

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Figure 3: Email SMTP Settings

NameDescription
From

Sender email address.

Info
titleExample

no-reply@your-company-name.com

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

SMTP Password

Email Server Account Password


Digital Signature

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Figure 4: Digital Signature Settings

Passprhase
NameDescription
Key Store File Path (P12)File path of the .pfx (or .p12) file under the "wflow" folder in your Joget DX installation folder.
Key Store PassphraseThe .jks file's Passphrase.
Issuer AliasThe digital certificate's or signature's Issuer name (alias).

Error Handling

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Figure 5: Error Handling Settings

NameDescription
Number of Retry When Fail to Send Out EmailNumber of Retry Retries when the email is failed to be sent.
Retry Interval (Seconds)Retry Interval in SecondsFrequency of retries in seconds.



Info
titleQuick Test

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

Advanced

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Figure 6: Advanced Settings

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Configure Email Attachments

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Figure 7: Attachment Settings

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Figure 8: ICS Attachment Settings

NameDescription
FormFile attachment source form.
Form Upload Fields

Field ID: File attachment field ID(s) in the Form selected above.

Embed: Click the checkbox to embed the image attachment in the email and display the image using HTML, for example:

<img src="cid:#form.table.FileUpload?url#" />
Files

This attribute allows one to define the file attachment freely by defining a system path or absolute URL.

Name

Description

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

Click the checkbox to embed the image attachment in the email and display the image using HTML, for example:

<img src="cid:cat.jpg" />

See Send Datalist as attachment in Email Tool for more information.

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.

Related Tutorials

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