If you need to send email with descriptive links, bold headings, and pictures, you will need to use an HTML-formatted e-mail. By default, the Send E-mail activity selects the HTML option. The other option is to send an email in plain text, which is described in the corresponding topic.
To send an HTML-formatted e-mail, complete the following steps:
- Check out and open the process you want to edit.
- In the Toolbox pane, click Internet. A list of activities is displayed.
- Double-click or drag the Send E-mail activity into the process.
- Link the activity appropriately with other activities.
- Right-click the Send E-mail activity. A shortcut menu is displayed.
- Select View Properties. The Send E-mail window is displayed.
- Click the E-mail Header tab. The corresponding screen is displayed.
- In the Sender field, select an appropriate input field editor and set the field value to the sender’s e-mail address.
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If you want to choose the sender’s e-mail address from your Microsoft Exchange Server, select the Exchange e-mail Address editor and click the corresponding icon. A list of all your Exchange Contacts is displayed. Select the relevant e-mail address.
You can include any e-mail address as the sender’s e-mail address. Limitations on the sender’s e-mail address will be determined by the SMTP server. |
- In the Recipients field, select an appropriate input field editor and set the field value to the recipient’s e-mail address.
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You can add more recipients by clicking the plus sign (+). Use the minus sign (-) to remove recipients.
To set a priority for your e-mail, from the Priority field click the Priority Editor icon and select High Importance, Low Importance, or Normal Importance.
You can pass multiple recipients in one field or data item by separating the email addresses with a comma or semi-colon. |
- Click the Message Content tab. The corresponding screen is displayed.
- In the Subject field, select the appropriate input field editor and set the field to a value that is the subject of your e-mail.
- In the Message type field, click the drop-down arrow and select HTML.
- In the Message body field, type the content of your e-mail.
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You can include data item values in the content by clicking the Show Data Items button, and double-clicking the appropriate data items from the Select Items window. |
- Click OK. You configured the activity to send an HTML-formatted e-mail.
