Welcome > Process Designer module > Activity types > Common activities > Email activity > Configure an Email activity

Configure an Email activity

  1. Add an Email activity to the map. See Add an activity.
  2. On the Extended Properties page of the Email activity, click the Configuration tab.
  3. To specify the sender of the email, do one of the following in the From box.

    • To specify email to be from a specific resource, group or a role, consume the resource, group, or role.

    • To specify a dynamic sender, consume the process or server variable that contains the email address of the sender (such as, abcde.xyz@kofax.com).

    • To specify the email to be from a specific email address, click Static Static and enter the email address, such as peter@sing.com.

  4. To specify the recipient of the email, do one of the following in the To box.

    • If the email will be sent to specific resources, groups or roles, consume the resources, groups, or roles.

      Note For more than one recipient, separate the email addresses by a semicolon (;), such as abc@kofax.com; def@kofax.com.

    • To provide a dynamic value for the recipient, consume the process or server variable that contains the email address of the recipient (such as, lmnop.xyz@kofax.com).

      Note You can use a dynamic complex variable to hold multiple email addresses.

    • To specify that the email will be received by a specific email address, click Static Static and enter the email address, such as str@kofax.com.

  5. Specify a CC list (a list of recipients visible to other recipients of the message), and a BCC list (a list of recipients not visible to other recipients of the message).
  6. To specify the subject of the email, do one of the following in the Subject box:

    • To provide a dynamic value, consume the process or server variable that contains the relevant subject line (such as, AGILE Methodology Workshop).

    • To provide a static value, click Static Static and enter the subject line.

    • You can use a combination of text and variable. See Create an inline template for emails.

    Note You can reuse the subject of the email by copying and pasting it in another email activity.
  7. Optionally, add attachments to your email directly from the repository. For example, to attach all documents required for filing income tax returns to an email to your Charted Accountant, create a complex variable to hold the location of the documents. Use the options in the Attachments box.

    • To attach a single document, consume a process or server variable of string or document type, or provide a static value, such as C:\Online_Banking\credit_check.doc.

    • To add multiple attachments, consume a complex process or server variable (dynamic or static) or a folder variable.

  8. To set the level of Importance for messages so that recipients can see which emails are of higher importance than others.

    • High, Normal or Low: Select the level of importance to set. (Default: Normal)

    • Dynamic: To specify a dynamic value, consume the process or server variable in the box provided.

      Note You can only use a String or an XML Expression variable for importance, with High, Normal or Low as the value. All values are case-sensitive.

  9. Customize your email Format using one of the following options.

    • Text: Select to display your email as plain text.

      Note Text is the default format supported by all email programs. However, plain text does not support bold, italic, colored fonts, or other text formatting. It does not support pictures displayed directly in the message body, but supports pictures added as attachments.

    • HTML: Select this option to display your email as HTML text.

      Note This format supports text formatting, numbering, bullets, alignment, horizontal lines, pictures (including backgrounds), HTML styles, stationery, signatures, and linking to web pages.

    • Dynamic: For a dynamic format, you can only have a String type variable with Text or HTML as the value.

  10. To specify the body of the email, do one of the following in the Body box:
    Note You can reuse the body of the email by copying and pasting it in another email activity.
  11. Click Save.

    When you create a job on a process map that contains an email activity, the email is sent to the user through the SMTP server.