Email

Sends the object to a user's email address.

Important:Before you can schedule or send a report instance to this destination, you must enable and configure the email (SMTP) destination on the Adaptive Job Server.

The following table describes the Email options.

Email options

Option

Description

Keep an instance in the history

Saves a copy of this instance in the document's history. This option in enabled by default.

If you want the BI platform to automatically delete the instance from the Output FRS to minimize the number of instances on the server, clear the option.

Even when this option is cleared, the history keeps the instances of scheduled documents that weren't sent because they failed to meet a delivery rule.

Use default settings

Select this check box to use the default Adaptive Job Server values for email.

If you do not want to use the default Adaptive Job Server values, clear this check box and specify the intended recipients using the options in System Details (see below).

System Details

Provide the following information:

From—Enter a return email address.
To—Enter the email address of each recipient to send the instance to.
Cc—Enter the email address of each recipient to send a copy of the email and instance to (optional).
Bcc—Enter the email address of each undisclosed recipient to send a copy of the email and instance to (optional).
Reply to—Enter the email address to reply to (optional).
Subject—Enter the subject of the email.
Message— Customize your message content using the rich text editor.

Important:If you leave the From field blank, the object will be sent from the login of the user who is currently logged on. Using a From email other than one from the flexnetoperations.com domain may result in email being flagged as spam.

Note:Instead of typing in email addresses, you can also select variables from the Add placeholder list. The available variables are Title, ID, Owner, DateTime, (your) Email Address, and (your) User Full Name, and Date. Click a variable to add it. Separate email addresses with a semicolon (;).

Target Name

Select the Add Attachment check box if you want to add an attachment to the email message containing the instance.

To use a system-generated file name for the instance, select Use Automatically Generated Name.

To choose a file name for the instance, select Use Specific Name, and enter a name or select variables for the file name from the Add placeholder list. Under File Name, it is recommended that you select Use Specific Name and add the placeholder “Title”. Otherwise, an auto-generated string of characters will be appended to the file name.