Visit Boris website E-mail notification (no attachments)

E-mail notification (no attachments) is very similar to E-mail a PDF version of the report but it has no attachments. This is very useful if administrative staff need to be alerted that an automatic procedure has been triggered, such as invoicing or stock figures change. Detailed parameters are explained below

E-mail details

What is contained in the e-mail itself, including Report processing variables. Make the description quite specific for forward compatibility.
*Description

A descriptive text to identify this action

E-mail address to send report from

Enter the e-mail address to be shown as having sent the report e-mail. This will also be the e-mail address that any reply is sent to. This field allows “Report processing variables” and if no value is specified the default will be used.

This should be a valid SMTP e-mail address such as somebody@company.com. Note that you can enter multiple addresses, separated by semi-colons. This address will appear in the 'from' part of the e-mail.

Subject line of e-mail Enter the subject line for the e-mail. This field allows “Report processing variables”. If no value is specified the default will be used.
Text of e-mail Text can be entered here to appear in the body of the e-mail, including Report processing variables. However if an email template is attached this text will not be used.
E-mail template E-mail templates included in the HTML e-mail template list can be added here from a drop-down list. Click here to find out more on adding an item to the HTML e-mail template list.
Standard document to attach Documents included in the Standard Documents list can be added here. Click here to find out more on adding an item to the Standard Documents list.
Automatically send rather than requiring manual release (applies to systems with mail queues only) Some Boris systems are set up with email queues (contact your Boris expert for more details). If so, ticking this box will release your e-mails as soon as the defined report status has been reached. It is advised to test your system with this box unchecked until you are confident that the correct e-mails are being sent to the correct recipients.

Recipients

Who is/are the main recipient(s) of this email and their email addresses.
E-mail address to send report to

Enter a specific e-mail address of the person you wish the e-mail and any attachments to be sent to. This should be a valid SMTP e-mail address such as somebody@company.com. Note that you can enter multiple addresses, separated by semi-colons.

E-mail all customer-wide contacts

Boris allows contacts to be added to a customer rather than a location. These are called customer-wide contacts. If this option is selected then any and all customer-wide contacts for the customer will receive this email and any attachments.

E-mail all contacts for location Tick this box to send the e-mail and any attachments to ALL e-mail addresses for this location - ie a sub-set of of customers described above.
E-mail all addresses specified in 'E-mail Address' template items

In the template there is an item type of ‘email address’ which allows a user to enter email addresses on the device.  If you wish to this email to be sent to this/these email address(es), tick this box.  Useful for one-off site visits initiated on the device, such as call-outs.

E-mail the user who completed the form

Select this option to send an e-mail and attachments to the address set up for the person currently logged onto the device. See Users for more details.

E-mail addresses specified in template items (enter 'unique names' separated by commas) This text box allows e-mail addresses that have been collected in non-email specific template items (and therefore unvalidated) to be used to send e-mails. Enter the unique name(s) of the template item(s) that were not specifically email address item types (as opposed to those above). More than one unique item name can be entered here, separated by commas. This facility is primarily used for imported data.
E-mail users specified in template items (enter 'unique names' separated by commas)

This text box allows usernames to be entered and their associated e-mail addresses will be used to send the e-mail. Enter the unique name(s) of the template item(s) where a user has been selected from a list and is to be emailed with this report. Separate multiples with commas.

E-mail the user that the form was forwarded to

Select this option to send an e-mail and attachments to the address set up for the person to whom a form has been forwarded . See Users and Item Type - Forward form for more details.

Only send to flagged contacts (specify below) Both Customer-wide and Location contacts can be set up to have one or more flags (see Attachments for customer for more details). If the email is only to be sent to contacts with a particular flag then tick this box and chose those flags below.
Contact flag

Select a contact flag from the drop-down list.  See above for further information.

Contact flag (2)

Select a contact flag from the drop-down list.  See above for further information.

CC

Enter those who will receive copies of this e-mail. Any e-mail addresses entered here will be visible to all recipients - if you wish them to be hidden (for instance the recipient is receiving an in-house alert or copy and wishes to keep their e-mail private), use BCC (see below).

CC address to send report to

Enter a specific e-mail address of the person you wish to CC the e-mail and any attachments to. This should be a valid SMTP e-mail address such as somebody@company.com. Note that you can enter multiple addresses, separated by semi-colons.

CC all customer-wide contacts

Boris allows contacts to be added to a customer rather than a location. These are called customer-wide contacts. If this option is selected then any and all customer-wide contacts for the customer will be CC'ed on this email and any attachments.

CC all contacts for location

Tick this box to CC the e-mail and any attachments to ALL e-mail addresses for this location - ie a sub-set of of customers described above.

CC all addresses specified in 'E-mail Address' template items

In the template there is an item type of ‘email address’ which allows a user to enter email addresses on the device. If you wish to this email to be CC'ed to this/these email address(es), tick this box. Useful for one-off site visits initiated on the device, such as call-outs.

CC the user who completed the form

Select this option to CC the e-mail and attachments to the address set up for the person currently logged onto the device. See Users for more details.

CC addresses specified in template items (enter 'unique names' separated by commas)

This text box allows e-mail addresses that have been collected in non-email specific template items (and therefore unvalidated) to be used to send e-mails.   Enter the unique name(s) of the template item(s) that were not specifically email address item types (as opposed to those above).  More than one unique item name can be entered here, separated by commas. This facility is primarily used for imported data.

CC users specified in template items (enter 'unique names' separated by commas)

This text box allows usernames to be entered and their associated e-mail addresses will be used to be CC'ed in the e-mail. Enter the unique name(s) of the template item(s) where a user has been selected from a list and is to be emailed with this report. Separate multiples with commas.

CC the user that the form was forwarded to

Select this option to CC the e-mail and attachments to the address set up for the person to whom a form has been forwarded . See Users and Item Type - Forward form for more details.

Only CC to flagged contacts (specify below)

Both Customer-wide and Location contacts can be set up to have one or more flags (see Attachments for customer for more details). If the email is only to be CC'ed to contacts with a particular flag then tick this box and chose those flags below

Contact flag

Select a contact flag from the drop-down list.  See above for further information.

Contact flag (2)

Select a contact flag from the drop-down list.  See above for further information.

BCC

Enter those who will receive copies of this e-mail. Any e-mail addresses entered here will NOT be visible to all recipients - if you wish them to be visible (for instance to clarify who has received a copy of the same information or for the sake of politeness), use CC (see above)

BCC address to send report to

Enter a specific e-mail address of the person you wish to BCC the e-mail and any attachments to. This should be a valid SMTP e-mail address such as somebody@company.com. Note that you can enter multiple addresses, separated by semi-colons.

BCC all customer-wide contacts

Boris allows contacts to be added to a customer rather than a location. These are called customer-wide contacts. If this option is selected then any and all customer-wide contacts for the customer will be BCC'ed on this email and any attachments

BCC all contacts for location

Tick this box to BCC the e-mail and any attachments to ALL e-mail addresses for this location - ie a sub-set of of customers described above.

BCC all addresses specified in 'E-mail Address' template items

In the template there is an item type of ‘email address’ which allows a user to enter email addresses on the device. If you wish to this email to be BCC'ed to this/these email address(es), tick this box. Useful for one-off site visits initiated on the device, such as call-outs.

BCC the user who completed the form

Select this option to BCC the e-mail and attachments to the address set up for the person currently logged onto the device. See Users for more details.

BCC addresses specified in template items (enter 'unique names' separated by commas)

This text box allows e-mail addresses that have been collected in non-email specific template items (and therefore unvalidated) to be used to send e-mails.   Enter the unique name(s) of the template item(s) that were not specifically email address item types (as opposed to those above).  More than one unique item name can be entered here, separated by commas. This facility is primarily used for imported data.

BCC users specified in template items (enter 'unique names' separated by commas)

This text box allows usernames to be entered and their associated e-mail addresses will be used to be BCC'ed in the e-mail. Enter the unique name(s) of the template item(s) where a user has been selected from a list and is to be emailed with this report. Separate multiples with commas.

BCC the user that the form was forwarded to

Select this option to BCC the e-mail and attachments to the address set up for the person to whom a form has been forwarded . See Users and Item Type - Forward form for more details.

Only BCC to flagged contacts (specify below)

Both Customer-wide and Location contacts can be set up to have one or more flags (see Attachments for customer for more details). If the email is only to be BCC'ed to contacts with a particular flag then tick this box and chose those flags below.

Contact flag

Select a contact flag from the drop-down list.  See above for further information.

Contact flag (2)

Select a contact flag from the drop-down list.  See above for further information.

Conditions

The e-mail will only be sent to the above recipients if the conditions below are met. Leave blank if it is always to be sent.

Condition (1) If you wish to only run an action in a particular situation then you can use these conditions to specify them. The action will only occur if both conditions are satisfied. Typical uses are to only run an action if a particular answer has been given to one of the answers on the template. See Concepts-Conditions
Condition (2) If you wish to only run an action in a particular situation then you can use these conditions to specify them. The action will only occur if both conditions are satisfied. Typical uses are to only run an action if a particular answer has been given to one of the answers on the template. See Concepts-Conditions

Post-action processing (advanced)

After an action has finished running a file can be executed on the server. This could be, for instance, a .exe or a .bat file. Typically this would be used to insert data into another system.

File name to run Enter the full path and filename here.  Ensure that it is correctly spelt and that the file extension (such as .exe or .bat) is also correct.
Command line to run If the file specified above requires additional information on its command line, please enter it here. Contact your Boris expert for further help.
Folder to run from Enter the full path and folder name that the executable programme needs to be launched from.
URL Instead of running an executable file locally, an http request can be sent to the URL specified here. It can contain standard variables.
HTTP verb Choose the http verb to be sent with the request to the URL specified above.  If you do not know what this is, ask your Boris expert.
HTTP request body This will be very different in different circumstances and probably needs to defined at the implementation stage. It can contain standard variables and may contain the data entered on the form.
See Also

Templates

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.