8.4

Input
This task must receive the information regarding a valid Record Set. This can be the output of the Create
Record Set task, or a Record Set retrieved using the Retrieve Entities task.
Processing
This task loops through each record in the Record Set. For each record, an HTMLEmail is generated using
the record's data. The output generated is then sent via an SMTPserver to the email set by the template.
Output
Within the workflow, the output to this task is only modified metadata indicating the task is complete. It is the
Server component that outputs the emails themselves and sends them to each recipient.
Properties
General Tab
l Template
l "%o":Select to use a dynamic template name. Click on %o to change the expression that
determines the name of the template to use.
l Template Names:Select the appropriate template. Adding template is done through the Send to
Workflow option in the Designer Module.
l Update Records from Metadata:If the process metadata has been modified by any Metadata related
task, check to use the updated metadata. Otherwise, only the IDof the current job is sent, and the
metadata on the Server is used.
l Section:Enter the section name that will generate output. Only one section can be output. If no section
is defined or if the section name is invalid, the default section will be output.
l Email information group:
l Sender Address:Enter the email address that appears in the "From"field of the email.
l Mail host:Enter the address of the SMTPserver through which emails should be routed. This
information should be available from your ITstaff.
l Send emails to sender (test mode):Check to ignore the email address from each record and
send all emails to the address entered in the Sender Address field instead.
l Attach PDFto Email:Check to generate the Print Context in the template as a PDFand send it
with the email as an attachment.