Email Tool enables one to send emails as part of a workflow process.
Figure 1: Email Tool Properties
| Name | Description |
|---|---|
| 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 2: Email Tool Properties - SMTP Settings
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 |
|---|---|
| From | Sender email address. |
| 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 |
Alternatively, you can click on the "hash" symbol to allow the input of hash variables. |
| 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. |
Quick Test
Hit on the "Send Test Email" button to quickly validate and test out your email settings.
Figure 3: Email Tool Properties - Attachments
| Name | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Form | File attachment source form. | ||||||||
| 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.
| ||||||||
| Attach ICS File | Check this option to create and attach an ICS file in the email. |