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During the execution of process automation cases, you might need to send an email to notify certain people of the result. In order to do so, you would use the “Send Email” functionality from our Toolbox. This is found in the Internet section.
In the example shown below, we describe a case in which based on its result (Yes or No), we need to send ‘Successful’ or ‘Unsuccessful’ emails to certain people.
SendEmail has the following properties that need to be configured:
- Recipients
- Content
- Server
- Credential
Content
Content builds the body and attachments of the email that contains the subject and the actual email.
- Attachments: A collection of files that should be attached to the email.
- Body: This is the ‘body’ of your email. It can be dynamic using { and } to format a string.
- HTML: This property needs to be set to ‘true’ when the body of the email is in HTML content.
- Subject: This is the ‘subject’ of your email. It can be dynamic using { and } to format a string.
Attachments
File attachments are part of the Content section. Once the editor is opened, multiple attachments can be attached.
- Content Type: leave empty and content type will be identified automatically based on the path. Or can be set manually when appropriate.
- Is Dynamic: default is false, which means the path value is a constant value. Otherwise true, when the path is an expression and will be resolved at runtime.
- Path: a simple constant string value to the location. Or an expression that will be resolved at runtime.
Credential
- Password: This is a Password for authentications (when authentication is required). It can be dynamic using {and} to format a string.
- User: This is the User for authentications (when authentication is required). It can be dynamic using {and} to format a string.
Recipients
This property manages the list of senders and receivers of the email.
- To/Cc/Bcc: This is a List of email ‘To’, ‘Cc’ and ‘Bcc’ recipients. The List of people who are receiving the email can be:
- Static list: fixed email addresses of people
- Dynamic list: A list that is built at runtime
- Workflow Work participants: The participants of the Work
- From: This is a List of email ‘From’ recipients. The List of people who are receiving the email can be dynamic or static.
Server
This is the SMTP configuration of the host that will be used to send out the emails.
- Host: This is your Mail Server host. In the screenshot below, we have used the Gmail Hostname.
- Port: This is the Port that you would use to communicate with your Mail Server.
- SSL: If the server supports SSL communication, then it sets this option to ‘True’. The default setting is ‘True’.
- Timeout: This is a timeout for the server communication when it sends out the emails.
