EmailDirector

The EmailDirector module allows output to be sent as an email attachment.

Configuration

For information on the Execute this Director section, please see the FormDirector page.

All email customization is controlled in the Details pane. The edit boxes can contain static values (test@evisions.com), or use variables defined previously in MapForm or CaptureForm, using the colon variable notation. For example, a SQL statement can be created that retrieves the email address of a vendor and stores it into a variable named vendor_email. To insert this variable, type : vendor_email.

Email director screen. This has the typical options for composing an email, in addition to a drop down for selecting an email server and a few execution conditions.

Each text-entry field can be filled out with static text, or can use any variables previously defined in MapForm or CaptureForm using the colon variable notation. In this example, a CaptureForm query has retrieved the vendor’s email address and stored it into the :vendor_email variable used in the To field.

Troubleshooting

If you are not receiving the expected output, check the following:

 

Advanced email example: sending separate emails to one recipient for different PO numbers

If an input file contains three purchase orders in a row that are being sent to one recipient (same To address), then all three purchase orders will be included in one attachment in one email.

Sometimes, you may want to separate out each purchase order into a different email (for example, to make sure additional POs are not overlooked). Since the To field dictates where emails are broken up, this can be done by including the PO number in the To field. For example:

:PO_number <:vendor_email>