Specifying mail settings

The send mail resource manipulation action allows you to automatically send generated resources in an email.

About this task

To specify mail settings:

Procedure

  1. Open the Specify resource manipulation type page of the Action Wizard.
  2. Click Send mail and then click Next.
    The Specify mail settings page opens.
  3. Specify the format of the body text in the Format list. The available formats are Text and HTML
  4. Specify the recipient of the email in the To field.
  5. Specify any additional recipients in the Cc field.
  6. Specify the subject of the email in the Subject field.
  7. Specify the text of the email in the Message field.

    You can attach images as well as files of other available types.

    If you want to include an embedded image in the text of the email, you must insert the following HTML snippet into the text: 
    <img src=”cid:[image name]”></img>
    where cid: is the standard abbreviated content identifier required when referencing an embedded image within a formatted email, and where [image name] is the name of the image file. For example, to embed an image file named image1.png, you would insert the following HTML snippet into the text of the email:
    <img src=”cid:image1.png”></img>
  8. Specify the email address that will send the email in the From field.

    For each of the fields on the Specify mail settings page you can click the ellipses button (...) to access the Formula Editor. Use the Formula Editor to specify conditional values.

  9. To specify SMTP server parameters, click SMTP Settings. In the SMTP Settings window, specify whether to use a server predefined by administrator or a custom one.
    1. If you decide to use a predefined SMTP server, select the required server from the list of predefined servers or click Add Server to create one.
    2. If you decide to use a custom server, specify server parameters including its address and port number. If the SMTP server requires authentication, select Use SMTP authentication, and then specify user name and password. If it is necessary to specify additional access preferences, click Advanced to open the Advanced SMTP Settings window where you can add required keywords supported by javamail. Click OK.
    Click OK to close the SMTP Settings window.
  10. Click Add.
    The Enter a path as a text or formula window opens.
  11. Specify the path to the resource that you want the task to send in an email and click OK.
    The Enter a path as a text or formula window closes.
  12. In the Attachments area, select the required options from two lists.
    1. From the first list select the attachment that you want to add automatically. The available options are:
      • No automatic attachments not to attach any resource automatically.
      • Attach marked only to attach only the resources that were marked in the export or copy operations.
      • Attach all to attach all resources created in the export or copy operations.
    2. From the second list select the procedure that you want to apply to the attachments after the action execution. The available options are:
      • Clear all automatic attachments to delete all attachments sent automatically after the action execution.
      • Clear automatic attachments in the group to delete all automatic attachments, which are created for a group of actions with the sending an email action, after the action execution.
      • Do not clear automatic attachments to store all automatic attachments after the action execution.
  13. Click Finish.
    The Action Wizard closes and control returns to the Task window.