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Using the Forward action

  • Updated: 2022/04/08
    • Automation 360 v.x
    • Build
    • RPA Workspace

Using the Forward action

Use the Forward action to forward emails and attachments to one or more recipients. To forward emails as plain text or HTML through Exchange Web Services (EWS), Microsoft Outlook, or other email servers, use this action within a Loop action.

Procedure

To forward emails, follow these steps:

  1. In the Actions palette, double-click or drag the Forward action from the Email package.
  2. In the To address field and the optional Cc and Bcc fields, enter the email addresses of the recipients.
    Note: The To address, Cc, and Bcc fields are not case-sensitive.
  3. Optional: In Attachment, select the attachment from a location:
    • Control Room file: Enables you to select an attachment that is available in a folder.
    • Desktop profile: Enables you to select an attachment that is available on your device.

      When you are attaching multiple files to an email, to separate the file paths, if you are connected with EWS, use a comma (,), and if you are connected to an email server or Microsoft Outlook, use a semicolon (;).

    • Variable: Enables you to specify the file variable that contains the location of the attachment.
  4. Optional: Select the Validate if attachment is missing check box to verify that you have attached a file and the attached file exists.
    Option Result
    The Validate if attachment is missing check box is selected If a file is not attached, the email is not sent and the bot encounters an error.
    The Validate if attachment is missing check box is not selected The email is sent even if a file is not attached.
  5. Select the format that you want to use from the following options:
    OptionDescription
    Plain text Use regular text in your email body, with no formatting effects, such as bold, italic, or underline, or special layout options.
    HTML code Use HTML script in your mail body when you want your content to be displayed in a certain layout every time. You can also include interactive elements, such as links.
    HTML design editor Use this option to create and customize your email layout and body. Use the editor toolbar to make various changes to your text, such as applying bold, italic, and other formatting effects, inserting links, and changing the font and size of the text. You can copy the content from the design editor and paste it to other windows.
  6. Optional: Enter the content you want to send along with the email in the Message field.
    The email will be appended to the message you have specified.
  7. Optional: Select the Include Go Green message at the end of the email check box.
    The Go Green message appends the following text to the bottom of the email body: Please consider the environment before printing. Let's Go Green!
  8. Select the Email server, EWS or Outlook option from the Send email via list to specify whether to send the emails using Microsoft Outlook or a mail server.
    • If you have selected the Outlook option, you do not need to provide any additional details.
    • If you have selected the Email server option, complete the following fields:
      Note: For information about the host and port to be used for the various mail servers, see Email server settings.
      • Email server host: Enter the host you want to connect.
        Note: If you use the host Outlook.office365.com, there is a limit of 30 messages sent per minute and 10,000 recipients per day.
      • Email server port: Enter the port you want to use to establish the connection.
      • Use secure connection (SSL/TLS): Select this option if you want to use a secure connection with the mail server.
      • My server requires authentication: Select this option if the server requires credentials for access.
        • Username: Enter the username you want to use to access the mail server.

          Choose the username as a Credential or String.

        • Password: Enter the password for the username you have provided.

          Choose the password as a Credential or String.

    • If you have selected the EWS option, complete the following fields:
      • Exchange Version: Select the version that your organization is using:
        • Exchange2010
        • Exchange2010_SP1
        • Exchange2010_SP2
        • Exchange2007_SP1
        • Exchange2013
      • Azure Native cloud: Select the product that your organization is using:
        • Azure Global: For customers of Microsoft 365 Commercial version (login.microsoftonline.com)
        • Azure US GCC High: For customers of Microsoft 365 Government version (login.microsoftonline.us)
      • Optional: Domain name:
        • If you are an Office 365 customer and you leave this field blank, RPA Workspace uses smtp.office365.com to connect to the server.
        • If you are an Office 365 customer and you have entered a domain name in the username field, you must enter smtp.office365.com in this field.
        • If you are not an Office 365 customer, enter the domain name of your organization. Otherwise, RPA Workspace uses the domain name you provided in the Username field.
      • Authentication mode: Select the authentication type:
      • If you have selected the OAuth2-Silent authentication mode, provide the following information:
        • EWS Client ID and Tenant ID: Enter the unique client and tenant IDs generated when you registered the application in the Microsoft Azure portal.
        • Username: Enter the username that you want to use to access the mail server.

          For example, john.smith@myCompanyName.com

          Choose the username as Credential or String.

        • Password: Enter the password for the username you provided.

          Choose the password as Credential or String.

      • If you have selected the OAuth2-Interactive authentication mode, provide the following information:
        • EWS Client ID and Tenant ID: Enter the unique client and tenant IDs generated when you registered the application in the Microsoft Azure portal.
        • Redirect URI: The redirect URI in your Azure app registration portal.
        • Username: Enter the username that you want to use to access the mail server.

          For example, john.smith@myCompanyName.com

          Choose the username as Credential or String.

      • Authorize: Click this option to sign in to your account, accept the permissions requested to authenticate, and establish a connection with the EWS OAuth server.
        Note: You must establish the connection only when you connect for the first time.
  9. Click Save.
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