The E-Mail Element

Element

Function The EPC element E-mail is a preconfigured worker, which enables the server based dispatch of e-mails. In contrast to the mailto command no mail program must be available on the user's end device for this. A double click on the element opens an editor, in which the e-mail text can be formatted and saved.
ConnectionPredecessor: none
Successor: Function

Example

In the ACME Procurement process the Head of Accounting has to check the request, if the order exceeds the credit limit. As soon as a new subject to approval request is presented (the event Credit limit exceeded has occured), the corresponding e-mail Notification of approver is sent to inform the approver that he has to act.

Configuration Options

Use the Edit Sidebar to make changes to the element.

Name

Name of the element within modeling.

ID ( PAS 19.2 )

The read-only field contains the model ID of the element. Designers can use the ID for example in the search to link the element in other models.

Description

A commentary field for the modeler. Its content is invisible to users and its sole purpose is internal documentation.

Hashtags

Possibility to insert your own key terms . The leading hashtag sign # (hash) will be inserted automatically.

Use the spacebar to insert multiple hashtags:

One hashtag may be issued for multiple elements:

Subject

Definition of the subject line to be displayed in the e-mail. Here you may enter either a firm value or a placeholder (framed by #), which will be replaced by a value from container during dispatch.

Example:

Empty:

Containing Content:

Content Template

Click on the gear wheel to open a text editor ( BPaaS 17.3). Here you can design the content for your e-mail. Placeholder (framed by #) will be replaced with values from container during dispatch.

The color of the gear wheel shows, whether an element is empty (light grey) or if content has already been saved (dark grey).

Example:

Date Format

If your content template contains a date from the instance, you can adapt its date format here. An overview of available placeholders and fill characters can be found at Date Format Specification.

Choose Executing User as Sender

Activate this option if the current user shall be used as the sender of the in BPaaS generated mail.

Recipient

The e-mail recipients need to be specified in a list. Multiple recipients can be entered, each entry has to be separated by comma or line break in the input field.

Example:

Starting with BPaaS 17.3it is also possible to send e-mails to a role in the process. All users owning this role will then receive the e-mail. Enter the role as a placeholder (framed by #; the technical name of the role must be used) in the Recipient field.

Copy to

Recipients to receive this mail in copy (CC) can be listed here. Multiple entries need to be separated by comma or line breaks.

Example:

Starting with BPaaS 17.3it is also possible to send e-mails to the next role in the process. All users owning this role will the receive the mail. Enter the role as a placeholder (framed by #; the technical name of the role must be used) in the Copy to field.

Attachments

Use this field to define e-mail attachments. The files will be attached to the e-mail during dispatch. Use a placeholder (framed by #) or the notation value;filename to define the attachment.

A modeler may use various options to define attachments for e-mails. For further information and step-by-step instructions visit page Dispatch of E-Mail Attachments.

Mandatory

Choosing this option makes executing the worker mandatory.

Developer Options

Open the Developer Options menu to use functions for advanced PAS design users.

Oftentimes in projects the requirement exists to determine the recipient lists or e-mail content dynamically. The following elements are available to users with programming background (JavaScript):

The color of the gear wheel shows, whether an element is empty (light grey) or if content has already been saved (dark grey).

Function: Determine Recipients

Click on the gear wheel to open the editor. Here you may save the code to identify the recipients, for example in a separate system.

Function: Determine Recipients for Copy to

Click on the gear wheel to open the editor. Enter the coding to define the recipients in copy, for example to determine representatives.

Function: Determine E-mail Content

Click on the gear wheel to open the editor. Save your code to determine all e-mail content here.


Function: Determine attachments

Click on the gear wheel to open the editor. Enter your coding to identify e-mail attachments here.

Date Format Specification

In two elements design users can specify the output of a date format:

The two elements do not use the same placeholders for the date format.

EPC Element E-Mail

The following place holders may be used to specify the date format in the EPC element E-Mail:

Date FormatPlace HolderDisplayDate Format InputDisplay in Date Field
(example date 01.02.2019)
Year

yy

yyyy

two-digit year figure

four-digit year figure

dd.mm.y

dd.mm.yyyy

01.02.19

01.02.2019

Month

m

mm

mmm

mmmm

month digit without leading 0

month digit with leading 0

month abreviated

month written-out

d.m.yyyy

dd.mm.yyyy

dd. mmm. yyyy

d. mmmm yyyy

1.2.2019

01.02.2019

01. Feb. 2019

01. February 2019

Day

d

dd

ddd

dddd

day digit without leading 0

day digit with leading 0

week day abreviated

week day written-out

d.mm.yyyy

dd. mmmm yyyy

ddd dd.mm.yyyy

dddd, dd. mmmm yyyy

1.02.2019

01. February 2019

Mon 01.02.2019

Monday, 01. February 2019

Form Field Date Picker

Date FormatPlace HolderDisplayDate Format InputDisplay in Date Field
(example date 01.02.2019)
Year

yy

yyyy

four-digit year figure

dd.mm.yy

dd.mm.yyyy

01.02.2019

01.02.2019

Month

m

mm

M

MM

month digit without leading 0

month digit with leading 0

month abreviated

month written-out

d.m.yy

dd.mm.yy

dd. M. yyyy

d. MM yyyy

1.1.2019

01.02.2019

01. Feb. 2019

1. February 2019

Day

d

dd

D

DD

day digit without leading 0

day digit with leading 0

week day abreviated

week day written-out

d.mm.yy

dd. MM yy

D dd.mm.yyyy

DD, dd. MM yy

1.02.2019

01. February 2019

Mon 01.02.2019

Monday, 31. February 2019

Fill Characters

The place holders may be combined with a fill character, for example blank space, dot, comma, hyphen, horizontal line.

Date format placeholders may not be used as fill characters.

Fill CharacterDate Format InputDisplay in Form Field Date Picker
(example date 31.01.2017)
dotdd.mm.yyyy31.01.2017
hyphendd-mm-yyyy31-02-2017
horizontal lineyyyy/dd/mm2017/31/01
blank spaced. MM yyyy31. January 2017
commaDD, d. MM yyyyTuesday, 31. January 2017

fill word

DD, the dd. MM yyyy

Tuesday, the 31. January 2017

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