Communication


Sending an Email from a Flow

Add a Send Email component to the Flow Designer workspace to send an e-mail message from the flow. Designate the To and From email address and the subject of the message in the Mapping Editor.

Sending Reminder Email for Task Assignment

When a task is initially assigned, the default behavior of the portal is to send a popup notification to the assignee(s), in addition to an email containing the task name, description, and an assignment...

Email Templates

This tutorial demonstrates how to use and modify Email Templates in Decisions. Email Templates were introduced in Decisions 4.0. Email Templates are HTML documents that can be composed and used for advanced...

Setting Up Email Response Scheduled Job

An Email Response Job is used for handling email responses to assigned forms. For an explanation of how to configure email responses to assignments, please see Handling Task Assignment Via Email Response...

Listing Email From Server [IMAP]

Using the Get Email component, a flow can retrieve messages from a mail server. The flow can display the messages in a list on a form or use them in other ways.

Downloading Email From a Mail Server [POP]

Using the Get Email component, a flow can retrieve messages from a mail server. The flow can display the messages in a form or use them in other ways.

Downloading Email From a Mail Server [IMAP]

Amazon Web Services' S3 offers cloud-based storage that can be integrated with your system.

Deleting Emails From a Mail Server [IMAP]

Flows can download, list and delete email messages from either an IMAP or POP mail server. You can configure the Delete component to delete emails that meet certain criteria.

Setting Up a Flow to Handle Email Events (IMAP)

An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a Post Office Protocol (POP3) server...

Setting Up a Flow to Handle Email Events (POP3)

An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a Post Office Protocol (POP3) server...

Sending SMS Text Notification Within a Flow

The portal supports notifications in the form of an email, popup within the portal, SMS text, Instant Message, Twitter, and a custom notification method. In order for the system to know a user's email...

Hooking up Inbound SMS Conversation

Using a Telephony service like Twilio or Plivo, Decision can respond to inbound SMS messages. This document explains how to configure Decisions to respond to a received message.   Example If you haven't...

Creating or Editing Flows for Handling Events

The Decisions tool lets you set up events, such as watching a folder for a file or watching for an email sent to a certain address, and optionally kick off a flow when the event happens. Here are the...

Creating Custom Modes of Notification with Notification Flows

A user can create a special kind of flow, called a notification flow, which can be configured like any other flow, but has one special feature.After a notification flow has been saved, it is available to be used as a notification mode, along with email, popup or SMS message, when creating a notification.

Registering Telephony Service in Portal

In order for the Portal to be able to send and receive SMS text messages, a telephony service is required. The Portal supports Plivo and Twilio. The Telephony module must also be installed. (It can be...