Extensions menu¶
The menu consists of 2 blocks: - Templates - SMTP settings
Templates¶
Templates are used for mailing and user notifications and can only be used in the ‘Send Templated Notification’ step. Templates are configured in the ‘Application/Templates’ section.
Adding/Removing Templates¶
- To add a new template, click the ‘ADD’ button.
- To delete a template, click on the cross in the common list of all templates.
Setting up the template component model¶
When adding or editing a Template, you must define an Object Model structure that will interact with Dataflow and/or Workflow. This is done by setting a set of properties for each of them, similar to configuring any component.
Customizing Template Layout and Content¶
The platform uses ‘DevExpress Report Designer’ to create templates. These templates can be used to send notifications or create documents.
- After creating a new template, the editing window opens. This is where you can add and customize visual elements to your template, and make links to your template properties.
SMTP settings¶
The mailing service is used to send notifications via SMTP.
Recommendations for using an SMTP server:
- During Development: It is recommended to use a corporate SMTP server or shareware services such as [sendinblue.com] (http://www.sendinblue.com/). Avoid using a personal server to avoid getting into spam.
- For Industrial Use: It is preferable to use a corporate or paid commercial SMTP service.
Configure the following settings for the mailing service:
| Setting Field | Value Options | Purpose |
|---|---|---|
Sender | - | Default sender name, e.g. sender@company.com |
User name | - | Login for the SMTP server, usually in the user@company.com format. |
Password | - | SMTP server password |
Host | - | SMTP server address, e.g. http://smtp-relay.sendinblue.com/ |
Port | - | Port for the SMTP server depends on the provider, for example 587 for sendinblue.com |
Enable SSL | true, false | Using SSL to encrypt data. ‘True’ is usually used for modern SMTP servers. |
Example of using Template and SMTP¶
- Create and customize a template.
- Set up SMTP to send email.
- In your workflow, add the ‘Send Templated Notification’ step.
- Select the SMTP notification type and set the parameters for sending e-mail.
- Choose your template and set the render type in HTML.
After you complete these steps, your workflow will send an email using the customized template.