I. Overview
1.Application scenario
Send email reminders and notifications to users in batches during the front-end reporting process.
After reaching the corresponding conditions, it needs to be triggered regularly to send emails to different people.
2. Function introduction
Set the sender and recipient, send an email reminder after the scheduled task is completed, and send an email to notify the recipient of the result.
II. Operation steps
This section takes sending emails to the test user as an example, and introduces the steps of scheduling emails regularly.
1. Set sender
Enter the data decision system as an administrator, click Management>System>Mailbox, configure the mailbox server, please refer to: Email Service
As shown below:
2. Set the recipient
Recipient setting refers to setting the recipient mailbox. Recipient mailbox settings are manually added when adding users in User Management or imported when Synchronize Users. As shown below:
3. Add a task
In the Data Decision System, click Management> Task Schedule> Add A Task to add a scheduled task. As shown below:
4. Basic setting
Fill in the 「Task Name」 to Email_notification, the user is the recipient test of chapter II.2 of this article, and click OK. As shown below:
5. Dispatcher Object
Click Next, the 「Select Template」 is GettingStartedEN.cpt, the「File Name」 is ${A1} summary of ${now()}, and 「Accessory Archive」 check excel03、 excel07、word、pdf, as shown in the figure below:
Note: For formulas that can be used in the timing scheduling step, see: Task Schedule supported formulas
6. Scheduling Cycle
Click Next. By default, no modification will be made. As shown below:
7. File Process
Note: "Bcc" and "CC" mailboxes will be displayed in the mail in the order selected by the user.
Click Next,checkEmail Notification，Copy to the recipients added in Chapter II.2 of this article;
Theme is${A1} of${today()} ，Mail Content is ${D3} ，checkText Preview Report Content、Text plus result link、Use Attachments，clickSave. As shown below:
Note 1: The .cpr file will not be sent as an email attachment, but a .cpr format file will be generated in the directory corresponding to the schedule.
Note 2: Mail recipients support custom users to apply from 2019-05-20.
1) Recipient
The recipient can be a Default User Group or a Custom Mailbox. The Custom Mailbox supports multiple mailboxes, and the mailboxes are separated by「,」.
2) CC/Bcc
After selecting the platform user, enter a custom mailbox. The custom mailbox supports multiple mailboxes, and the mailboxes are separated by「,」.
3) Email theme
Email theme can be customized and supports formulas. For formulas that can be used in the timing scheduling step, please refer to: Task Schedule supported formulas
4) Email content
Support formula
「Mail content」 can be customized and supports formulas. For formulas that can be used in the timing scheduling step, please refer to: Task Schedule supported formulas
Support font
「Mail content」 is displayed in HTML format, and some fonts that are not supported will be displayed as SimSun font; the specific characteristics of the unsupported font are: the font name contains special symbols such as spaces and 「-」, such as 「Windding 3」.
Support HTML tags
HTML tags can be used in 「Mail content」. As shown below:
The currently available HTML tags are shown in the following table:
| HTML tags that can be used in email content |
|---|
| a, abbr, b, br, button, dd, dl, dt, form, hr, i, img, input, li, ol, p, span, sub, sup, table, td, tr, ul |
Please refer to the following suggestions when using HTML:
Most mail clients do not support the body tag. If you encounter that the body tag is not used and other tags are not parsed, you can try to add the body tag.
Try to use table tags instead of div tags for web page layout.
The img tag is the only external resource referenced by customers, but many clients do not display pictures by default (such as Gmail), so make sure that the main content can be read even without pictures. At the same time, some clients will add a border to the image link, and the border should be removed:
<img border="0" style="display:block;">
At the same time, it is recommended that all pictures have clearly defined height and width.
All CSS rules should not be abbreviated, and inline styles should be used.
8. Mail received
As shown below:
Note: The content of the mail is displayed in HTML, and the content can be copied.
III. Matters needing attention
Please refer to the precautions, errors and solutions in the process of scheduled mail sending FAQ for Sending Emails Regularly