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The Task Factory Email Connection Manager is used with Advanced Email and SMS Task, Email Source and Email Source Delete or Move Message Task.
|Server Information||Login Information|
The Advanced tab changes depending on which Protocol Type is selected in the General Tab.
|Server Port Information||Extra Settings|
Note: This option should be selected when the Advanced Email and SMS Task is used within the loop containers.
|Server Port Information||Server Timeout||Folders|
|Server Port Information||Server Timeout|
Advanced Email and SMS Task
|Task Icon||Task Description|
|The Advanced Email and SMS Task is used to send multiple Email or SMS messages to multiple users at the same time.|
The package level user variables and system variables can be used within the message being sent. The placeholder is replaced with the value of the variables.
You can add a variable by selectingto the right of the variable name and then pasting it into the message body.
To add variables to any of the Mail Settings options, select the Expressions button to open the Property Expression Editor.
Select the desired property from the drop-down list, and then enter the expression. Select OK to save the expression(s).
Note: Select the ellipsis to open the Expression Builder and build more complex expressions.
Additional Information: See the Expressions article for more details on using this functionality.
Message Body Tab
HTML Source Tab
Use the HTML editor to edit the body of an HTML email.
Use the preview tab to see what your email or SMS looks like.
Email Source Delete or Move Messages Task
|Task Icon||Task Description|
|The Email Source Delete or Move Messages Task allows the user to move or delete messages downloaded using the Email Source. See the Email Connection Manager to learn more about setting up the connection manager.|
|Select Email Connection Manager (IMAP Only)||Select or create a connection manager.|
|Select Message IDs Variable||Choose the variable for the message ids.|
|Folder To move messages to||Choose a folder to move messages to or leave blank to delete them.|
|Source Icon||Source Description|
|The Email Source allows you to setup the properties to read messages from a POP3/IMAP mailbox. You can setup filtering for the data coming in from the mailbox to prevent unwanted messages or to target specific messages. See the Email Connection Manager to learn more about setting up the connection manager.|
|Email Connection||Choose an existing Email Connection Manager or select Create New Connection.|
|Attachments Directory||The attachments directory is where any attachments for email messages are stored. Download all attachments into a single selected directory. The location of each attachment is stored in the Attachments column of the Output.|
|Messages Variable||The messages variable is an object variable that can be used by the Delete or Move Messages Task which allows you to delete messages retrieved in the email source.|
Column Name - All email source adapters include the following fields to be used by your package.
- Body - The plain text version of the email.
- BodyHTML - The HTML version of the email.
- Subject - Subject of the email.
- FromEmail - Email address only of the person who sent the email.
- DateSent - The date the email was sent.
- To - Email address of the account the message was sent to.
- Size - The size in bytes of the message.
- Priority - The priority of the message.
- Attachments - The attachments of a message.
- RelatedItems - The items embedded into a message. Usually images in message footers.
Filter - The Email Source allows you to filter the data coming in from the source mailbox. There are different filters allowed for different data types.
- String Columns - Allow Contains, Equals, Ends With and Start With filters.
- Integer Columns - Allows Greater Than, Less Than, and Equal filters.
- Data Columns - Allow After and Before filters.
Condition Textbox - Here you can use variables to use with filtering.
The Email Source allows you to filter the data coming from the source mailbox using simple expressions. There are different filters allowed for each data types:
- String Columns - Allows for the usage of the Contains, Equals, Ends With, and Starts With filters.
- Integer Columns - Allows for the usage of the Greater Than, Less Than, and Equals filters.
- Date Columns - Allows for the usage of the After and Before filters.
Additionally, filters allow for the use of variables within the filter's condition textbox. This can be done by appending two ampersats (@@) to the front of the variable name. For instance, the variable named strFromEmail could be applied to the FromEmail column in the following manner: After the filters are set, each row that contains a filter turns green and displays a pseudo-select statement that allows for a quick view of all of the filters that are set within the Email Source.
How To Connect To An Office 365 Shared Mailbox
See the support article How To Connect To An Office 365 Shared Mailbox Using TF – Email Source for an example of how to read messages from an Office 365 shared mailbox using the Email Source.
Passing a Variable for the "To" line of the Advanced Email/SMS Task
See the support article Task Factory - Passing a Variable for the "TO" line of the Advanced Email/SMS Task for an example of how to pass a variable using the Advanced Email and SMS task.