Emails

This Interaction element allows for an e-mail to be sent when the user reaches a certain screen in the application, or when a particular business rule is evaluated. The E-mail element is nonvisual: although it can be seen on the Interaction, it is not visible to Interaction users while the Interaction is running on the web server.

An E-mail element can send an e-mail only while the Interaction is being run on the web server. E-mails are not sent during testing of the application on the Designer.

Note:

To successfully use Email elements in Interactions, the settings for the SMTP server need to be configured in the Admin Console. For details, refer to the Jacada Interaction Server Administration Guide.

tog_minusSample Use Case

In a product support Interaction, an e-mail could be sent to the Repairs department if a user gets to a point in the process that indicates that the device is faulty and should be sent in for repair. The e-mail could contain the complete audit trail of the support interview, as well as any additional information that might be useful (e.g., serial number, product code, etc.).

tog_minusDefining E-mail Elements

Creating an E-mail item involves assigning a unique name to the element (Reference name), and then clicking Add E-mail Element, to configure the parameters of the e-mail.

Email Definition Dialog

Clicking Add E-mail Element opens the E-mail Editor.

emaileditor_zoom40

The main settings of the E-mail Editor are described in the following table.

Setting

Description/Notes

From, To, CC, BCC

Enter the relevant e-mail address(es) in the field. Alternatively, drag and drop an item from the Interaction (must be an e-mail address) into the field.

Subject

Relevant free text.

Edit attachments

Clicking this button opens the Attachments Definition dialog, which allows you to manage attachments. For details, refer to Working with Attachments.

Append the interview summary to the e-mail

When selected, a report of the interview is appended to the text of the e-mail (not sent as an attachment).