Mailer action

You will require this information when you would like to configure the mailer action for a form on your Haiku website.

Step by step instructions for configuring the mailer action:

Navigate to the Actions tab on the form you would like to configure the mailer action for, ensuring that you are logged in and have the required permissions.
From the actions landing page, select the ‘Settings’ button to the right of the ‘Mailer’ action.
You will see a pop-up with multiple tabs that will allow you to configure the mailer action
The pop-up has six tabs on it:
1. Content
  1. Title - you can change the title of the mailer action if you wish - no real need to do this unless you have more than one mailer action.
  2. Description - for adding a description of the action this mailer carries out.
  3. Recipient’s full name - the full name of the recipient of the mailed form.
  4. Recipient's e-mail address - the recipient's e-mail address - where the information configured in this mailer will be sent to.
2. Addressing
  1. Extract Recipient From - choose a form field from which you wish to extract input for the ‘To’ header (where the email should be sent to. e.g. to the person who has filled in the form and provided their email address). If you choose anything other than "None", this will override the "Recipient's e-mail address" setting above. The values in the dropdown field are the form fields you have created.
  2. CC Recipients - e-mail addresses which receive a carbon copy.
  3. BCC Recipients - e-mail addresses which receive a blind carbon copy (useful if you want to email the user who filled the form dynamically, and also send a copy to yourself for a record).
  4. Extract Reply-To From - choose a form field from which you wish to extract input for the ‘Reply-To’ header. NOTE: You should activate e-mail address validation for the designated field.
3. Message
  1. Subject - the subject line of the message. This is used if you do not specify a subject field or if the field is empty.
  2. Extract Subject From - choose a form field from which you wish to extract input for the mail subject line.
  3. Body (prepended) - text prepended to fields listed in mail-body
  4. Body (appended) - text appended to fields listed in mail-body
  5. Body (signature) - text used as the footer at the bottom, delimited from the body by a dashed line.
  6. Include All Fields - Check this to include input for all fields (except label and file fields). If you check this, the choices in the pick box below will be ignored. Be very careful what data you are sending over email as it cannot be guaranteed that it is always secure.
  7. Show Responses - pick the fields whose inputs you'd like to include in the e-mail. Be very careful what data you are sending over email as it cannot be guaranteed that it is always secure.
  8. Include Empties - check this to include titles for fields that received no input. Uncheck to leave fields with no input out of the e-mail.
4. Template (only for use by users who are experienced with HTML - once saved, this will immediately change how the emails sent from the system display)
  1. Mail-Body Template - this is a Zope Page Template used for rendering of the mail-body. You don't need to modify it, but if you know TAL (Zope's Template Attribute Language) you have the full power to customize your outgoing mails.
  2. Mail Format - set the mime-type of the mail-body. Change this setting only if you know exactly what you are doing. Leave it blank for default behaviour.
5. Headers
  1. You will not need to configure any of this content.
6. Overrides (this functionality is for advanced users only, information on how to use these fields is built into the system help text. Any changes made on this tab can cause the mailer action to behave unexpectedly):
  1. Subject Expression
  2. Sender Expression
  3. Recipient Expression
  4. CC Expression
  5. BCC Expression
  6. Execution Condition
Don’t forget to save any of the configuration changes that you have made.