Description
Use the step to send text or HTML emails with optional file attachments. Place the Mail step at the end of a process to notify users about process status. For example, send a success email with an attached log file after a successful run, or send an alert email regarding process failures or errors.
Note
The Mail step does not send emails if a process crashes during execution. To meet service level agreements and ensure crash alerts, configure Email Notification settings in the AutomationEdge (AE UI).
Configurations
| Field Name | Description |
|---|---|
| Step name | Specify a unique name for the step, which will help you identify and reference it easily when debugging or linking steps in the workflow. For example, Read Employee Excel File The field is mandatory. |
| Addresses Tab: | Use the Addresses tab to configure the recipient and sender details. |
| Destination Address | Specify the destination email address. Separate multiple addresses with space. Request email administrators to set up distribution lists instead of maintaining lists directly within a process. |
| Cc | Specify addresses to receive a copy of the message. Separate multiple addresses with a space. |
| BCc | Specify a recipient address that does not appear in the message header. Separate multiple addresses with a space. |
| E-mail sender: | Use the E-mail sender section to configure the sender details. |
| Sender name | Specify the name of the sender. |
| Sender address | Specify the email address of the sender. |
| Reply to | Specify the email address to which recipients should send replies. |
| Contact | Specify the name of the contact person to include in the email body. |
| Contact phone | Specify the contact telephone number to include in the email body. |
| Server Tab: | Use the Server Tab to configure the SMTP server connection, proxy settings, and authentication details. |
| SMTP Server | Specify the SMTP server address. Select Use Authentication to enable security and authentication. The field is mandatory |
| Port | Specify the port where the SMTP Server runs. |
| Use proxy | Select the checkbox to connect through a proxy server. |
| Proxy Host | Specify the server name or IP address of the proxy. |
| Proxy Port | Specify the port number of the proxy. |
| Proxy Username | Specify the username for the proxy server connection. |
| Proxy Password | Specify the password for the proxy server connection. |
| Connection timeout (in milliseconds) | Specify the socket connection timeout value in milliseconds. Default value is infinite. |
| Timeout (in milliseconds) | Specify the socket read timeout in milliseconds. The default value is infinite. |
| Write timeout (in milliseconds) | Specify the socket write timeout value in milliseconds. The default value is infinite. |
| Authentication: | Use the Authentication section to configure the following authentication settings: |
| Use Authentication | Select to authenticate with the SMTP Server. This enables the use of authentication and security for the connection. |
| Authentication user | Specify the SMTP user account name. |
| Authentication password | Specify the SMTP user account password. |
| Use Secure Authentication? | Select to use secure authentication. |
| Secure Connection Type | Select the authentication type. - SSL - TLS |
| Protocols | Select the checkbox for the TLS version used to send the email message. You can select one or all versions. Available versions are: - TLSv1.0 - TLSv1.1 - TLSv1.2 - TLSv1.3 Note: The options will be available if you set the Secure Connection Type to TLS. |
| Email Message Tab: | Use the Email Message tab to configure the content and properties of the email. |
| Message Settings: | Use the Message Settings section to configure the following general message options: |
| Include date in message? | Select the checkbox to Include date in message |
| Only send comment in mail body? | Select to send only the text in the Comment field as the email body. |
| Use HTML in mail body | Select to use HTML formatting in the email body. |
| Encoding | Select the character encoding type from the list. Default Value: UTF-8 |
| Manage Priority | Select the checkbox to enable email priority settings. When enabled, the following fields become available: - Priority - Importance - Sensitivity Note: Support for this flag depends on the destination mail server. |
| Priority | Select the priority level as Low, Normal or High. |
| Importance | Select the importance level as Low, Normal or High. |
| Sensitivity | Select the sensitivity level. Available options are: - Normal: Standard business email. - Personal: Personal correspondence. - Private: Private/confidential. - Confidential: Company confidential information. |
| Message: | |
| Subject | Specify the subject of the email. |
| Comment | Specify the email body text. |
| Attach content file: | Use the section to attach data already present in the data stream (for example, text strings or binary data) without saving it to a disk first. |
| Attach content file | Select to enable dynamic attachment generation. When selected, the step retrieves attachment content from a stream field rather than a physical file path. For example, you have generated a report or data string in a previous step (for example JSON Output) and want to attach it directly without saving it to a temporary file first. |
| Content fieldname | Select the input stream field that contains the content (text or binary) to attach. For example, if you have a field named json_output with the value { "id": 1 }, choosing it here attaches that JSON content as the attachment body. |
| Filename fieldname | Select the input stream field that contains the attachment name and extension. For example, if you have a field named report_name with the value daily_summary.json, the recipient will receive an attachment with daily_summary.json name. |
| Attached filenames: | Use the section to attach physical files located on the server or disk. |
| Dynamic filenames? | Select to define file paths and wildcards using input stream fields. Clear the checkbox to enter static paths manually. |
| Filename field | Select the input field containing the full path to a file or folder. Example: C:\Reports\Sales.pdf or C:\Reports\ |
| Wildcard field | Select the input field containing a Regular Expression (Regex) to filter files within a folder Example: .*\.pdf |
| Filename/foldername | Specify the static path of a specific file or folder. Or Click button Browse Files… Or Folder… to select file or folder respectively. The field accepts static or environment variable value. Example: D:\testingFolder\input\zip |
| Include subfolders | Select to search all subdirectories within the specified folder path for matching files. |
| Wildcard | Specify a static Regular Expression to filter files in the specified folder. Example: - .* - Matches everything - .*\.png - Matches only PNG images. The field accepts static or environment variable value. |
| Zip files: | Use the section to compress attachments into a single zip archive. |
| Zip files | Select to enable compression. Instead of sending multiple separate attachments, the step will create a single .zip archive containing them. |
| Is zip filename dynamic? | Select to define the zip filename using an input stream field, else clear to enter a static name. |
| Zipfilename field | Select the input field containing the desired name for the zip archive. |
| Zip filename | Enter the static name for the zip file. The step automatically appends .zip if omitted. Example: Enter test to create test.zip. |
| Zip files if size greater than | Specify the size threshold in Megabytes (MB) to control compression behaviour: - 0: Always zip the files (default behaviour). - > 0: Zip files only if the total size exceeds this limit. If the total size is less than or equal to the limit, files are attached individually. Default value: 0 |
| Embedded images tab: | Use the Embedded Images tab to insert images directly into the email body (inline) rather than sending them as attachments. This allows you to reference images using HTML tags. |
| Filename | Specify the name and path of the image file you wish to embed. Note: This feature functions only if you selected Use HTML in mail body in the Email Message tab. |
| Content ID | Specify the unique identifier for the image. The system automatically generates an ID, you can edit it. Use this ID in your email HTML code to display the image (for example, <img src="cid:ContentID">). |
| Image | Displays the full path of the embedded image in the list view. Select Edit to modify the path or Delete to remove the image from the list. |
| Content ID | Displays the content ID in the list view. Select Edit to modify the path or Delete to remove the image from the list. |