Figure 1: Export Form Email Tool Properties
| Name | Description |
|---|---|
| Form | Form to be used to generate pdf file. Record row will be matched with current process instance ID. |
| File Name | Intended pdf file name to appear in Email attachment. |
| Hide fields without value | When checked, any field without value keyed in will not appear in the generated pdf file. |
| Show unselected options for multi options field | When 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
| Name | Description |
|---|---|
| SMTP Host | Email Server SMTP Host Example |
| SMTP Port | Email Server SMTP Port Typically, port 465 for SSL security option and 587 for TLS |
| Security |
|
| SMTP Username | Email Server Account Username On Google email account, use your full email address. |
| SMTP Password | Email Server Account Password Password submitted will be encrypted for security reason. |
Figure 3: Export Form Email Tool Properties - Email Info
| Name | Description |
|---|---|
| From | Sender email address. |
| 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. 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. 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. 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. |
| Subject | Email Subject. |
| Message | Email Message. |
| HTML Content? | Check if "Message" is intended to be a HTML content. |
Figure 4: Export Form Email Tool Properties - Advanced
| Name | Description |
|---|---|
| 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. |