Forward action in Microsoft 365 Outlook package

Use the Forward action in the Microsoft 365 Outlook package to send emails and attachments to one or more recipients as plain text or HTML through Microsoft Outlook server. Ensure that you use this action within a Loop action.

Settings

  • In the Microsoft 365 Outlook session field, click one of the following tabs:
    • Session name: to enter the session name that you have used in the Connect action.
    • Variable: to specify a session variable that can be used to share that session with other child bots.
  • (Optional) Enter the email address in the From (optional) field.
    An email is sent to the recipient using email address that is specified in this field.
    Note: Review the following requirements for adding email address in the From (optional) field:
    • Ensure that you provide the correct and existing (valid) email address.
    • Administrator has enabled your access to shared mailbox.
  • Enter the email addresses of the recipients in the To field.
  • (Optional) Use the Cc and Bcc fields to enter email addresses of other recipients you want to mark a copy of the email.
  • (Optional) In the Attachment field, select one of the following options to upload a file as an email attachment:
    Option Description
    List
    • Click Add to attach files.
    • Use one of the following tabs in the Value field to specify the location of the files that you want to attach:
      • Control Room file: To select an attachment that is available in the Control Room repository.
      • Desktop file: To select an attachment that is available on your device.

        You can provide a combination of static path and string variable. To use it as a string variable, press F2 and select the string variable that stores the filepath. Or click Browse and select the filepath. After you have selected the filepath, you can insert a variable at any location to make it a dynamic filepath.. Enter the Variable name and paste the file path in the Default value field. Press F2 to insert the value of the filepath.

      • Variable: To specify or select the file variable from the list..
    Variable Click the Insert a value icon to select an existing variable.
  • Use the Email body field to select one of the following options for the email body:
    • Plain text: Use regular text in your email body, with no formatting effects, such as bold, italic, or underline, or special layout options.
    • HTML design: 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 code: 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 in the Message field.
  • Enter the content you want to send along with the email in the Message field.