When I include an URL for an attachment in an email sent by bpm'online, the URL is converted to cid: and an attachment is added to the URL. However, I just want the URL displayed as text or a link to the file. I tried including a space after https:// so that it would be recognized as an URL, but the same thing happened. I tried using %252F for the forward slashes, but it wasn't converted back to text. How do I stop attachment URLs from being converted to attachments when used in email templates and/or Send email actions?
Bpm'online R&D team has prepared a feature which will be available in the next release 7.15.1 which would allow our users to send emails with a link to attachments without getting them converted to cid format.
Once the 7.15.1 version is released, please contact bpm'online support team in order to get this feature enabled.
This option is available. If you are talking about business process, you should use Message type lookup to select the required parameter http://prntscr.com/pbnhhm This column can also be found in the activity object http://prntscr.com/pbni9r
Note, if you try to build the filter in the section based on this column - you will not see any activities with the Email type due to the application logic. http://prntscr.com/pbnio9
We have a use case where we need to send outgoing Emails from business processes through an generic SMTP Email server (Not an email service provider like Office365 etc). We have the IP , port number and service credentials of the SMTP server. Find below a few questions we would like get clarity on -
1. We understand that the typical way would be to add the SMTP Server in the Email providers lookup, create a mailbox for a valid Email account attached to the Email server and use it in the Email process element in the Business process designer. We suspect that the SMTP server we are dealing with is a generic one setup on the client's premises and not that of an actual Email service provider like Office365. Is there a way to send Emails through this SMTP server without having to explicitly create a mailbox for it?
2. We notice a few System variables related to SMTP like 'SMTP Login' , 'SMTP Username' etc. Where are they used and what are they meant for? Can these be used to send outgoing Emails through SMTP without explicitly creating a mailbox?
1) It doesn’t matter what kind of email server you are using, the main thing is that there should be a connection between IIS and this mail server. In case they are both local, then this will work.
The most correct way is the most obvious: you add a mail server and use standard elements of business process.
2) The 'SMTP Login' , 'SMTP Username' etc. settings are prohibited to use, they are needed for system core functionality.
The functionality can be implemented using a script task element in order to select all contact emails which are included in the role. The contact emails are selected from the database via EntitySchemaQuery. Then join all selected emails into a string using ";" as separator. After that use the newly built string of emails as an email for sending.
The basic business process "Send email to case group" works in the same way. Please feel free to use the business process as an example. Pay attention to the script task element "Prepare Recipient Emails" (https://prnt.sc/p0tv3t).
I created a email template with a custom subject ([#Account#] - [#imdPedRamoSeguro#] - [#Number#]) but when the email is sent the subject allways changes to "RE: + Case Number".
The subject line is formed with the help of hard-coded macros that belong to the base system schema EmailMessagePublisherPage. Regardless of the displayed template subject, the base logic works and the macros is populated using the case subject value http://prntscr.com/o6issp. If you want to change this logic you need to replace EmailMessagePublisherPage page and after that develop new logic, but unfortunately we don't have a practical code to share.
Our developers will add the option to change the subject in one of the further system versions, indeed, though there is no ETA for it yet. At the moment to change the subject you can change the case subject itself on the case page.
Unfortunately, you wouldn't be able to put "Functional role" as a value of "To" field of the "Send Email" process element using user tools. Our R&D team already working on adding this functionality, there is no ETA yet, however. You may build your process analogically to the "Send email to case group" base process that sends email to a group of people using script task.
Here is also another solution that can fit your needs: you can specify one recipient in "To" field in the business process "Send email" element and on mail-server side you can setup filters which will transfer notification emails to some specific folder and then mail-server can transfer all emails sent to this folder to other mailboxes. And it will fit your business target. But I will notify our R&D team about your request and ask them to raise the priority of the problem.
It is already possible to copy and paste the images to the email bodies in the same way. You can also use drag and drop method to paste the images to the emails bodies.
I keep getting this error when I try to sync my email address in bpmonline.
The email works fine mostly and all of a sudden it stops receiving emails. Then we have to go in the email settings to refresh them and then it starts working again.
P.S. I am not the owner of the email. The email address has been setup as support email.
There are only two variants why could this issue occur: the first one is that it was deleted manually from your instance with the help of SQL-query. And the second one is that your email provider was temporarily unavailable. There is a period for all mailboxes for sending requests to the email server connected. If the application won't get an answer from the email server for 3 times the trigger that is responsible for automatic synchronization deletes. To add the trigger again you can disable automatic synchronization, save settings and enable it again.
To prevent this issue from happening in future please check your mail server.
Hello, has anyone else found an issue with email sync where ALL emails will get posted to your company's Account record on the history tab? Since all internal employees are part of our company's account, this means if our employees sync our O365 email accounts with bpm'online, then ALL emails are visible to ALL employees. This could be problematic if a manager is using email to discuss one of their employees compensation or performance.
Does anyone have any suggestions how to avoid this issue?
We like email sync for the visibility and history of communication between our company employees and our clients. However the caveat of intra-company emails being seen by all is not ideal.
There is no such out-of-the-box functionality that wold record the emails on the Our Company account. It seems like you have some custom Email detail that is based on Contact object. The default settings are as follows http://prntscr.com/nfuwza
Most likely the current one is based on contact object. Please make sure you have the correct detail.
We are using the out of the box email detail, the same as what you show in your screenshot. Since I am a contact in our instance, and my company is my account connected to my contact record, any email that syncs from my O365 outlook account to bpm is shown in the email detail on the account page history tab. Access for all of our users is open for accounts and contacts, this means every user can see every email for everyone. For this reason we have stopped using email sync and have instead started using the SmartCloud Connect Marketplace Add-in for Outlook.
We've tried to recreate the same behavior but no emails getting posted in the account history. In this respect, I'd like to suggest you to approach our support team via support@bpmonline.com and investigate the issue in your particular environment.
I can do that, but isn't this very basic functionality of bpm? If a email enters bpm'online via email sync, and sender's email belongs to a contact in the system, the email gets recorded as an email type activity and that activity record automatically inherits the connections of the contact and account.
We rely on this functionality for case creation, if a contact sends an email to create a case, the case gets created and the contact and account columns get filled in automatically. The problem is this also leads to our own internal emails all getting recorded if we use email sync for our own internal email accounts.
Yes, linking the emails is a basic functionality but the problem here might be in the access rights. Therefore, it is better to approach our support team to have a closer look into the permissions settings to make sure you are provided with the correct solution. Also there might be a change that indeed it is some bug and we would need to investigate it.
Hi Alex, here is the resolution provided to me from my support case I had opened:
"Dear Mitch,
There is a feature called MailboxRightsForEmail. This feature divides emails and activities and grant different rights for them. This feature is currently disabled so all emails have the same access rights as activities - thus all users can see all emails. We can enable it on your instance but it will lead to mass data loss if the access rights are not set up. By saying that I mean that if there are users who must see certain emails they will not see it anymore if mailbox is not shared. So before we enable that feature please go through all mailboxes that exist in the system and make sure that all users have proper access rights for them."
I intend to explore this feature in a test environment to see how to use it and how well it works. In the interim, our solution is to use the outlook Add-in called "Smartcloud Connect for bpmonline" where users can push one specific targeted email to bpm from their outlook mailbox.
I have a business process that creates email activity and send it using this code
var activityId = Get("EmailRecordId");
if (UserConnection.GetIsFeatureEnabled("UseAsyncEmailSender")) {
AsyncEmailSender emailSender = new AsyncEmailSender(UserConnection);
emailSender.SendAsync(activityId);
} else {
var emailClientFactory = ClassFactory.Get(new ConstructorArgument("userConnection", UserConnection));
var activityEmailSender = new ActivityEmailSender(emailClientFactory, UserConnection);
activityEmailSender.Send(activityId);
}
return true;
When I am using admin login credentials the email was being sent but when i am using non admin credentials the emails are just on awaiting status, i am not also getting error if there is. Any idea how can i fix this issue?
Issues like the one that you have faced, usually are caused by insufficient user rights. Please note, that every business process has field called "Owner", that means that business process is run under the system user that is specified in "owner" field, so the business process will be able to process such data for which there are granted rights for the desired system user.
In your case it seems that users simply has no rights to use the desired mailbox. So, to resolve it you should grant rights for the mailbox to all of the users what will work with it. Bpm'online has such feature, it`s called "shared access".
Please find in S.Kobizka`s comment above the link to the article where setup process is described.
