Floe E-mail types

 

 

The configuration activity involves the following related tasks:
 

1) Maintain Email Category

2) Maintain Email Type Settings

3) Assign HTML blocks to Email Type

4) Maintain Email Type Variables

 

Define the set of available Email Categories for your system.  

An Email Category is a logical grouping of Email Types, for example by business function (‘Finance’) or e-mail trigger (‘Mass Correspondence’)

Each Email Type must be assigned a category and it is used to form part of the user authorization concept in Floe.

Email Categories are also used as the access point for most Floe configuration activities and so it is important that these are chosen carefully.

 

The Floe Email Type controls the document template and the related business logic.

This is performed using Floe Designer from Floe 200 onwards: No configuration is required.

 

Refer to the training guide to see how to set up a new document type in Floe Designer.

 

Email Type Name

The Email Type Name is the description of the Email Type in the logon language

 

Email Category

Set a single Email Category for each Email Type.

 

Email templates are used to wrap the email content and determine the content width.

 

Store Email Body

This optional indicator controls whether the generated e-mail body is stored in the SAP content server for subsequent retrieval and reporting.

 

Store Attachments

This optional indicator controls whether the e-mail attachments added to the generated e-mail are stored in the SAP content server for subsequent retrieval and reporting.

 

Email Sender Address

Set the Email Sender Address in order to over-ride the Sender Address in the System Settings table.

 

Short Email Subject

The Short Email Subject is the subject used by SAP BCS.  It is the subject seen in the outbound email queue, transaction SOST and not the subject on the finally delivered e-mail. This can contain references to variables using the &...& format.

 

Long Email Subject

The Long Email Subject is the subject on the finally delivered e-mail.

This can contain references to variables using the &...& format.

 

 

PDF Settings (available from Floe 210)

These settings apply when the email is converted to a PDF.

 

Orientation

PDF Orientation (i.e. Portrait or Landscape). Portrait is the default setting

 

Determines the length and width of the PDF. The default is "Letter" (8.5inches x 11inches)

Determines the filename of the PDF when it is attached to an email. This can contain references to variables using the &...& format. If a value is not maintained the system will use <Email type description>.pdf

 

Determines the top margin of the PDF in pixels. The default value is 50px.

Determines the right margin of the PDF in pixels. The default value is 50px.

Determines the bottom margin of the PDF in pixels. The default value is 50px.

Determines the left margin of the PDF in pixels. The default value is 50px.

If this flag is set the pdf will be encrypted and can only be opened if the user enters the correct password.

Determines the password necessary to open an encrypted pdf. This can contain references to variables using the &...& format.

SMS Settings (available from Floe 220)

Determines whether the document is an SMS template

This field specifies the sender ID or originator of the message. This is who the message is from when the message arrives on the recipient's phone.

The sender can be alphanumeric and must be between 3 and 11 characters. No spaces or special characters are permitted in the sender.

Alternatively, the sender can be up to 15 numeric characters. This is used if you want the recipient to be able to reply to the text.

If you have a reply number set up on your account, you would set the sender as this number. If the sender is alphanumeric, the recipient will not be able to reply to the text.

The ability to set the sender ID depends on which country you are sending to. In the UK, you have complete control over what you set it as. In many countries including the US, the networks do not permit you to send messages from a custom sender. All messages must come from either a local long code (that looks like a normal mobile number) or from a short code. Each country and network has its own rules on what is permitted. If you attempt to send a message with a customized sender ID to a country or network that does not permit them, then the sender ID will usually be replaced with a local long code or the message may fail to be delivered.

 

This is performed using Floe Designer from Floe 200 onwards: No configuration is required.

 

4) Maintain Email Type Variables (available from Floe 210)