Email Create Step Tool
This
tool is used to create and send email to your out-box. Once in your
out box these e-mails can be sent as folder e-mails using the Mail Send
Folder
tool. This tool can also be used to send automatic emails. This could
be used under error conditions so that the sequence sends the email
only if that happens, or under any other condition that the user sets
up.
To Create email:
Right click on Email Create Step Tool and select run.
When finished with e-mail select "apply" to save it.
To generate an automatic email as part of a sequence:
The user needs to use the ParamCopy tool and the Parse tool for this process.
To start the user needs to place the Email Create Step tool into the "GlobalParam" section of the ParamCopy tools Inputs
page. Then place the Parse tool into the "InputVariable" section of the
ParamCopy tools inputs page. Make sure that "string" is selected
from the dropdown menu on the ParamCopy inputs page for the Parse tool.
Next
go to the ParamCopy tools parameters page and enter in where the
information is to go within the Email Create Step tool. These always
need to be capitalized. The options are as follows:
SENDER: place the name/address of the sender here
REPLYTO: place the email address that you want the recipient to reply to here (if this is different than where it was sent from)
RECIPIENT: put the email address of the recipient here (use a semicolon in between each address here)
CARBONCOPY: any additional recipient addresses/names can go here (use a semicolon in between each address here)
BLINDCARBONCOPY:
if the names of any additional recipients do not need to be seen by the
original recipient then choose this option (use a semicolon in
between each address here)
SUBJECT: this will fill in the subject line of the email
IMPORTANCE:
set the importance using 0-10, 10 being the most important or urgent,
this will flag the email as urgent when it is received.
ATTACHMENTS: place the location of the attachments here, separate multiple attachments with a semicolon.
MESSAGEBODY: the email information/letter goes here
SILENT:
Use this option to set the email as silent by using SILENT = 1.
This will mean that when the email is generated it will require no
input from the user to sent it. If it is not selected in this way, then
the email page will pop up during the sequence and the user may have to
do some input.
Once that is complete go into the edit
pages of the Parse tool. Enter in the necessary information onto the
"string" section of the tools parameters page. This could be an
address, the message, or whatever other information needs to be sent.
In
order to fill in all the necessary parts of the email, multiple
ParamCopy and Parse tools need to be used within the sequence.
Always run the Parse tool, then the ParamCopy, then the EmailCreate tool in that order for the process to work.