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PLUGIN

Mail

This plugin sends email. It runs not only when a record is saved but can also be triggered by a process action or a button click. It also supports email address fields in tables, so you can use it regardless of how your records are structured.

See the features

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How to install ＋
SETTING

Setup

01

Specify the conditions

First, specify the conditions under which the process runs.

Settings

Conditions for operation
Specify the conditions of the records to process.
Authorized users
To allow execution based on the logged-in user, or the departments and groups the user belongs to, in addition to the conditions for operation, specify who is allowed.
Action Available Event
Specify the event that runs the process (After Record Creation Success, After Record Edit Success, Process Action, Clicking the button on the record detail page, or Bulk Execution from List View).

For details on the injector, see the Boost! Injector page.

02

Specify the items for the event

Some events have additional items to specify.

Settings

Action Name
If you specify "Process Action" as the event, specify the action name.
Execute Button Label
If you specify "Clicking the button on the record detail page" or "Bulk Execution from List View" as the event, enter the label of the execute button.
Execution Confirmation Dialog Message
If you specify "Clicking the button on the record detail page" or "Bulk Execution from List View" as the event, enter the message of the confirmation dialog.
Executable List View
If you specify "Bulk Execution from List View" as the event, specify the views in which the execute button is shown.
03

Specify the outgoing mail server

Next, specify the process to run when the conditions are met. This plugin sends email through your own mail server, so specify the information of that server.

Outgoing SMTP server settings

Sender EMail Address
Enter the sender's email address.
Sender Name
Enter the name shown as the sender of the email.
Server Name
Enter the host name of the outgoing mail server (for example, smtp.example.com).
Port
Enter the port number of the outgoing mail server.
User Name
Enter the user name for logging in to the outgoing mail server.
Password
Enter the password for logging in to the outgoing mail server.
Connection Security
Select this to use STARTTLS or SSL/TLS for communication with the mail server.
04

Specify the email content

Specify the content of the email to send.

Settings

Recipient EMail Address
Specify the field that contains the recipient's email address.
CC EMail Address
Enter the CC recipients. Separate multiple email addresses with commas.
BCC EMail Address
Enter the BCC recipients. Separate multiple email addresses with commas.
Attachment Field
Specify the attachment field that contains the files to attach to the email.
Subject
Enter the subject of the email.
Body
Enter the body of the email.
Content Type
Select the format of the body (TEXT or HTML).

To insert field values anywhere in the subject or body, or to specify CC and BCC with field values, enter the field code of the corresponding field enclosed in %.

If you specify a field in a table as the recipient email address field, the fields inserted in the subject and body and the attachment field are limited to fields in the same table.

To send to multiple email addresses, specify a text field that contains the email addresses separated by commas.

Combining table values into a multi-line text field ＋

To change field values after sending, such as setting a completion flag, specify the following items.

Inserting fixed values or calculation results

Field
Specify the field whose value is changed.
Fixed value or function
Enter the fixed value or function to put in the field.

To enter a fixed value, enclose it in double quotation marks.

Only fields that do not belong to a table can be specified as the field.

Boost! Original Functions ＋
How to use the tabs ＋
HOW TO USE

How to use

01

Send email

When the conditions are met at the event specified on the settings screen, the email is sent.

02

Send from the record detail screen

If you specify "Clicking the button on the record detail page" as the event, the execute button appears here.

03

Send in bulk from the list view

If you specify "Bulk Execution from List View" as the event, the execute button appears here.

About the plugin execution order ＋