Step 3: Addresses
This step defines who the email is from, who will receive it, and any CC recipients. You can use a custom stored procedure to include email addresses from system objects other than the triggering form. By default, the system excludes the current user who triggers the email. In Source, you can select Current User to ensure that user receives an email.
To configure recipients:
1. | Complete the form fields. |
Address Source Procedure | Select a stored procedure (optional) that generates data to provide additional recipient email addresses. Select from any stored procedure in the system with a name containing emailtemplate_recipient_proc. The recipient proc list only displays valid options based on the Triggering Form in Step 1. | |||||||||
Include Dataform Subscribers as CC Recipients |
Adds anyone who has subscribed to the dataform as CC recipients when this notification is sent in addition to any other recipients you configure here. When enabled (selected), this option presents a list to notify internal, external, or both recipient types:
Note: If you select this option, use the {RecipientsCC} replacement field in the Body of the message on Step 2: Content when you want to include the email address of the CC recipient(s) in the email message. See Step 2: Content. |
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From Address |
Select the From Address for the email. You can set this field to the email of the default admin user, a specific user, or from a field on a form.
This field defaults to Admin Email Address, which is the application administrator's email address. This is the default admin email set in System Admin > Advanced > App Settings. Only User Developers can change this email address.
To select from a distinct set of options:
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2. | To add a new recipient record to this notification, click Add. |
A new row opens for Source, Type, and Address. Each recipient's source, type, and address must be unique.
3. | Complete the fields: |
Source |
Source is where you select the source of your recipient email addresses or user contacts. When you select a source from the list, then any available email addresses or user contacts are available in the Address column. Recipient Source options are: |
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Type |
What kind of email recipient type are you setting? Options are To or CC. Note: Use the {RecipientsTO} and {RecipientsCC} replacement fields in the Body of the message on Step 2: Content when you want to include the email addresses of the TO and CC recipients in the email message. See Step 2: Content. |
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Address |
Note: Recipient type options may vary depending on the selected Address Source Procedure.
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4. | Click Next to proceed to Step 4: Conditions. |
From a Field on a Form
From the From Address Options dialog box, when you select From a Field on a Form, you can set user fields to values that exist on dataforms across a tabbed set. You can choose from which Dataform and then when you select a dataform, choose the Field. The Dataform drives the items in the Field list that you choose. The user fields include any child forms in a tabbed relationship. The child form has an asterisk in the name, as in *Form One -- F1 User(F1User)
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