Differences

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--- transformations:sendemail [2020/12/14 09:42] – dmitry
+++ transformations:sendemail [2021/06/20 22:09] – craigt
@@ Line 1: / Line 1: @@
-===== Send email =====
+{{ transformations:SendEmailAction.png}}
+====== SEND EMAIL ======
+Category: Workflow / External\\
-Category: Workflow / External
+\\
+=====Description=====
+This action sends an email to one or multiple recipients. Optionally, in can be configured to attach a file,\\ or insert an HTML table.
-Send an email to one or multiple recipients. Optionally, attach a file, or insert an HTML table.
+\\
+=====Use cases=====
+Automate the sending of processed results to the recipient automatically as an attached file or embedded HTML table.
-^ Settings ^ Description ^
+\\
-|Connector  |A connector to an email service such as MS Exchange or GMail. Can be specified using a parameter.  |
+=====Action settings=====
-|Send to    |The email recipient(s). In case of multiple recipients separate their email addresses with commas. Can be specified using a parameter.  |
+^ Setting  ^ Description  ^
-|Cc    |The CC email recipient(s). In case of multiple recipients separate their email addresses with commas. Can be specified using a parameter.  |
+|Connector<sup>*</sup>|Select or create a connector to an email service such as MS Exchange or Gmail to send email through.|
-|Bcc    |The BCC email recipient(s). In case of multiple recipients separate their email addresses with commas. Can be specified using a parameter.  |
+|Send to<sup>*</sup>|Enter the email recipient(s). In the case of multiple recipients separate their email addresses with commas.|
-|Subject    |The message subject. Can be specified using a parameter.  |
+|Cc<sup>*</sup>|The CC email recipient(s). In the case of multiple recipients separate their email addresses with commas.\\  Access this option using the down arrow at the left of the "Send to" field, above.|
-|Plain text / HTML  | Message body type selector. The HTML mode is not available in the free edition. |
+|Bcc<sup>*</sup>|Enter the BCC email recipient(s). In the case of multiple recipients separate their email addresses with commas.\\ Access this option using the down arrow at the left of the "Send to" field, above.|
-|Message    |The body of email message. Can include parameter names in curly braces.  |
+|Subject<sup>*</sup>|Enter the message subject.|
-|Attach file  | The path to a file to be attached. Can be specified using a parameter. The file size must be less than 20MBytes. |
+|Plain text / HTML  |Select the message body format.  See the table below for additional options in HTML mode.|
+|Message<sup>*</sup>|Enter the body text of email message. Parameter names can be included using curly braces to personalize the email.|
+|Attach file<sup>*</sup>|Enter or browse to the fully qualified path and file to be attached. The file size must be less than 20MBytes.|
+<sup>*</sup> Setting can be specified using a [[:parameters|parameter]].\\
-Note that the fields for CC and BCC recipients are hidden when empty by default. The can be enabled in the "Send to" mode selector.
+\\
+====HTML mode settings====
-Settings available only in the HTML mode:
 ^ Settings ^ Description ^
-|Insert input dataset  | Insert the input dataset of the action as a plain HTML table. See [[https://community.easymorph.com/t/how-to-send-email-with-kpi-metrics-as-html-table/2176|See example]].  |
+|Insert input dataset| Insert the input dataset of the action as a plain HTML table. See [[https://community.easymorph.com/t/how-to-send-email-with-kpi-metrics-as-html-table/2176|See example]].  |
-|Footer     |Insert additional text block at the bottom of the message body. Can include parameter names in curly braces.  |
+|Footer<sup>*</sup>|Enter an additional text block at the bottom of the message body. Parameters names can be included using curly braces.|
+<sup>*</sup> Setting can be specified using a [[:parameters|parameter]].\\
-When multiple files need to be attached, use the [[transformations:filecommand|File command]] action to zip them into one file first. Then specify the path to the zip-archive in the properties of the "Send email" action.
+\\
+=====Remarks=====
+Note that the fields for "CC" and "BCC" recipients are hidden when empty by default. They can be enabled using the mode selector at the left of the "Send to" field.
+\\
+====Multiple attachments====
+When multiple files need to be attached, use the [[transformations:filecommand|File command]] action to zip them into one file first. Then specify the path to the zip-archive in the properties of the "Send email" action
-** See also **
+\\
+=====See also=====
+  * [[transformations:fetchemail|Fetch email]]
   * [[:connectors|Connectors]]
-  * [[transformations:fetchemail|Fetch email]]