2020.2

Tip
An easy way to create a Connect email project, including the Workflow configuration and
the files that it needs, is to use a Project Wizard. See "Project wizard: Basic Email" on
page139.
The structure of an OL Connect email process
In an OL Connect Email process only one plugin is essential: the Create Email Content
plugin.
The Create Email Content task creates a set of emails, using the Email context in a Connect
template, and sends them to the email server.
You have to select the Connect template in the task's properties.
If the template doesn't need any data, you can set the Data Source of this task to JSON and
enter an empty JSON string: {}.
However, if the template should be merged with data, you will need to add one or more tasks to
provide the required data. The Create Email Content task must receive either Metadata
containing information regarding a valid Record Set, or JSON data. This can be the output of
tasks like:
l
An Execute Data Mapping task which retrieves data from the job file (such as the
request XML). In addition to creating records in the Connect database, this task can
output the (IDs of the) records in the Metadata.
l
A Retrieve Items task which retrieves an existing record set from the Connect database
and outputs it in the Metadata or as JSON data.
l
A Create File task that creates a JSON file.
l Etc.
Which task or tasks fit best, depends on where the data come from.
The Create Email Content task can be found on the OL Connect tab of the Plug-In Bar in
Workflow.
For a description of all OL Connect tasks, see "OL Connect tasks" on page181.
Files used in a Connect email process
Before creating the Email process in the Workflow configuration tool, you will need to create:
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