Adding/Updating an Email Destination

About this task

Destinations are where you send the data extracted from an app form. You can send data from one app to many destinations. Data export rules configure destinations. That is, when you created the data export rule in the SOTI Snap console, the destination receives only data as filtered by that rule is available.

To set up or update a destination:

Procedure

  1. On the Configurations page, expand the app and select Configure under the Destinations heading.
  2. Do one of the following:
    Task Procedure
    Creating a new email destination
    1. Select Add Destination
    2. Select the Email radio button.
    Updating an existing email destination
    1. Open the destination that you want to edit and update the settings you want to change.
  3. Choose an Email Connection from the dropdown list.
  4. SOTI Snap preselects the Form based on the data export rule and non-editable.
  5. Enter the email addresses of the recipients in the To field.
    You can add macros to dynamically generate a list of recipients depending on the contents of the record. For example, assume there's an email address field in the app. You can add a macro that automatically populates the To field with the email address entered into that field.
  6. Enter a subject line for the email message.
    You can add macros to dynamically generate more specific subject lines based on the contents of the record.
  7. Optional: Add any attachments you want to include in the message. Choose a macro (also called 'merge field') from the macro list and you can add data such as captured images as attachments to the email message.
    If you choose a camera widget in the Attachment field, you have the option of exporting photos in PDF format by selecting the Export in PDF Format checkbox. Many photos from the same camera widget are combined into a single PDF file. The generated PDF file name has a maximum length of 256 characters with the following syntax: Email Subject_WidgetID.
  8. Enter the body text of the message.
    You can add macros to dynamically generate more specific message content based on the contents of the record.
  9. Select Save to save your settings.

Results

SOTI Snap exports data from the app to the specified destination according to the settings you choose both here and in the SOTI Snap data export rule.