bw2:email_tool
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
bw2:email_tool [2021/02/10 17:20] akoehler |
bw2:email_tool [2022/08/02 17:06] (current) akoehler |
||
|---|---|---|---|
| Line 214: | Line 214: | ||
| ====== Handling Attachments ====== | ====== Handling Attachments ====== | ||
| - | Email generated from Bizweaver can include attachments. These can be files created as part of the workflow (common) or static files (such as sales information) you might wish to include. | + | Email generated from Bizweaver can include attachments. These can be files created as part of the workflow (common) or static files (such as sales information) you might wish to include. In Bizweaver 2.6, we added the ability to add a dynamic number of attachments by using wildcards to get all files in a folder that is set as a variable. |
| The following example illustrates the use of an attachment-based on a workflow step. | The following example illustrates the use of an attachment-based on a workflow step. | ||
| Line 231: | Line 231: | ||
| - Select the desired variable. | - Select the desired variable. | ||
| - Click [**Add**] to include this value as an attachment. | - Click [**Add**] to include this value as an attachment. | ||
| - | - In this example, we use the file created in the previous File Writer | + | - In this example, we use the file created in the previous File Operations |
| + | - In the File Operations tool, we are using the wildcard *.* to get all files in a folder | ||
| + | - The Variables tool could be used to explicitly lay out a path that such as " | ||
| - Click the [**Add Files**] button to display a standard Windows Explorer window. | - Click the [**Add Files**] button to display a standard Windows Explorer window. | ||
| - Select existing files to be included as attachments. | - Select existing files to be included as attachments. | ||
| - | - Remember that the path to these files is fixed. If the files are moved to another folder or removed, the attachment process will fail. \\ <WRAP center round tip> | + | - Remember that the path to these files is fixed. If the files are moved to another folder or removed, the attachment process will fail. \\ |
| + | <WRAP center round tip> | ||
| An example of how this type of attachment could be used would be to include a “This month’s special deals” flyer whenever an AR Invoice is sent out via email. The invoice document would typically be generated via Crystal Reports, so it would be unique each time and assigned using a step variable. The flyer would be a static document that is included using the process described here. So, the Email will use both Bizweaver attachment options. | An example of how this type of attachment could be used would be to include a “This month’s special deals” flyer whenever an AR Invoice is sent out via email. The invoice document would typically be generated via Crystal Reports, so it would be unique each time and assigned using a step variable. The flyer would be a static document that is included using the process described here. So, the Email will use both Bizweaver attachment options. | ||
| - | |||
| </ | </ | ||
| - Select (highlight) an entry in the listing section and click the [**Remove**] button to remove an attachment. | - Select (highlight) an entry in the listing section and click the [**Remove**] button to remove an attachment. | ||
| + | - Upload all files as zip. This will zip all the files that are attached as a zip file. | ||
| ====== The HTML Editor ====== | ====== The HTML Editor ====== | ||
| Line 253: | Line 256: | ||
| Click the [**Save and Close**] icon to save the HTML in the Email. The standard [**Save**] icon will try to create a file on disk. | Click the [**Save and Close**] icon to save the HTML in the Email. The standard [**Save**] icon will try to create a file on disk. | ||
| + | |||
| + | ====Email Variables==== | ||
| + | |||
| + | ^Name ^Description^ | ||
| + | |Attachments|This indicates if there are any attachments as text to the email| | ||
| + | |AttachObject|True or False if any attachments are found| | ||
| + | |BCC|This indicates any email addresses on the BCC line| | ||
| + | |CC|This indicates any email addresses on the CC line| | ||
| + | |Connection|This indicates the SMTP connection used for the email| | ||
| + | |EnableSSL|This indicates if SSL was selected on the SMTP connection| | ||
| + | |From|This indicates the email address that is being used to send the email| | ||
| + | |LinkedObject|This indicates if there is a linked object used on the email tool| | ||
| + | |Message|The body of the email| | ||
| + | |Password|The password of the SMTP connection being used| | ||
| + | |Port|This indicates the port being used in the SMTP connection| | ||
| + | |PortNumber|This indicates the port being used in the SMTP connection| | ||
| + | |SkipEmailWhenEmptyContent| | | ||
| + | |SkipEmailWhenEmptyRecord|True or False if the skip email tool for empty records and variables is selected| | ||
| + | |SMTPCredentials|True or False if you are using SMTP credentials in the SMTP connection| | ||
| + | |SMTPHost|This indicates the SMTP host that is being used in the SMTP connection| | ||
| + | |SMTPServer|This indicates the SMTP server that is being used in the SMTP connection if any| | ||
| + | |Subject|This indicates the subject of the email| | ||
| + | |To This|Indicates any email addresses on the To line| | ||
| + | |UserName|This indicates the username used in the SMTP connection| | ||
| + | |UseZipFileAttachment|True or False if the zip file attachments are used in the attachments section| | ||
| + | |ZipAllAttachments|This indicates whether we selected “Zip All Attachments”. In case there are multiple attachments, | ||
| + | |StepMessage|During a failure the reason for failure will be populated here| | ||
| + | |StepStatus|True or False| | ||
bw2/email_tool.1612995608.txt.gz · Last modified: 2021/02/10 17:20 by akoehler
Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Noncommercial 4.0 International
