Business Apps Building Blocks

Emails Inside Business Apps

You can easily add Gmail block inside your business app by dragging and dropping the following:

You will see the following inside your diagram:

You can set your block's name and its icon by configuring the following:

You can create a new Gmail connection (in case you don't have one) by pressing the following button:

Otherwise, you can select your Gmail connection by pressing the following:

Select your connection from the list:

This connection will be used by anyone executing your business app (meaning that even if the person is not granted permission to use this connection inside their profile, they will be able to use this connection if they have access to the business app).

Search Or Send Emails

You can then specify what you would like to do with this block. You can either search for emails or send an email:

Search Emails Configuration

You can specify your search criteria within the following section:

You can specify your filters, add your search query, or set a limit to how many emails should be retrieved. You can test your search by hitting the 'Preview' button:

Inspect Found Emails

In case you would like to further inspect your found emails, you can configure the following section:

The 'Subject' field will be used for checking if an email contains your search query. The 'Message' field will be used to check if an email, returned by Gmail, contains your search string inside the email body. The 'From' field will be used to check if an email is from a specific person. You can select to apply 'ANY' filter by keeping the following option in its default state:

In case you would like to search for all queries (i.e. Subject, Message, and From fields), then switch it to the 'ALL' option:

Forward or Reply Each Found Email

You can then specify what you would like to do with found emails:

Mark as Read

If you would like to mark emails as read, enable the following option:

Sending, Forwarding or Replying Emails

Since sending an email is the same regardless if you are sending a new email or forwarding/replying to found emails, we will cover the instructions below. The only difference is that you can set your email subject only when you are sending a new email, and not when you are forwarding/replying found emails.

Setting Email 'Subject' Field for New Emails

You can set your subject field by typing the value in, or by making it insert dynamic data:

You will see an editor where you can drag-and-drop dynamic blocks:

Email 'To' Field

You can type in your 'to' field value directly into the field:

In case you need to dynamically insert the value for this field, simply click on the following button:

If you don't have any previous blocks, your editor will look like the following:

In case you have previous blocks which contain data, you will see those blocks above the editor:

You can grab data from a previous block by simply dragging and dropping it into the editor:

In our case, since we've dropped a data input form block, it provides with the forms fields for us to select the right one:

If we press the checkbox next to the 'Email' field, we will have that particular field inside the editor:

In case you would like to remove the field, simply click the X button on the field inside the editor:

Alternatively, you can press the 'Clear' button at the bottom of the dialogue:

You can drag-and-drop the user block:

You will get the following dialog, containing users from your organization:

You can, for instance, select a particular user, or 'During runtime insert user that executes this', and it will insert the right user into this field during runtime.

You can insert multiple fields into the editor:

Once you're done with configuring your data field, click the following button:

Your 'To' configuration button should change its color, indicating that it inserts data dynamically into this field.

Email 'CC' Field

This field has the same configuration as outlined in the section above (Email 'To' Field).

Email 'Subject' Field

You can set your 'Subject' email field, in case you are not using the 'Search' option, but rather 'Send', as shown below:

The reason for this is the fact that you normally set your subject field only when you're writing a new email, and you keep the same subject line when you're replying or forwarding an email. To have a static subject, just type in your text, as shown below:

You can also set a dynamic field by pressing the configuration button:

You will see the following screen:

In case you have previous blocks which contain data, which can be inserted, the screen will also contain those blocks:

You can drag-and-drop previous blocks, and select the data from them that you would wish to insert. In the example below we are selecting a previous block 'Form' (as shown above) inside the editor:

In our case, since we've dropped a data input form block, it provides with the forms fields for us to select the right one:

If we press the checkbox next to the 'Client Name' field, we will have that particular field inside the editor:

This means we will have the dynamic field inserted here during the execution, and it will end up inside the email message body.

If you are happy with your settings, click the 'Apply and Close' button:

If you would like to remove the field you've just selected, simply click on the X button:

Alternatively, you can press the 'Clear' button at the bottom of the dialogue:

Email Body

You can type in your email body in the following field:

In case you need to add data from this business app, you can click the following button:

It will add an icon inside your message body. You should click on it and select 'Configure':

You will see the following screen:

In case you have previous blocks which contain data, which can be inserted, the screen will also contain those blocks:

You can drag-and-drop previous blocks, and select the data from them that you would wish to insert. In the example below we are selecting a previous block 'Form' (as shown above) inside the editor:

In our case, since we've dropped a data input form block, it provides with the forms fields for us to select the right one:

If we press the checkbox next to the 'Client Name' field, we will have that particular field inside the editor:

This means we will have the dynamic field inserted here during the execution, and it will end up inside the email message body. If you would like to remove the field you've just selected, simply click on the X button:

Alternatively, you can press the 'Clear' button at the bottom of the dialogue:

You can also extract the name from the 'FROM' field of the original email by clicking the following option:

This means if the original email has 'John Smith ', then the system will get 'John Smith' during the executing and insert it into your email body. You can also insert time, date, and date with time by dragging and dropping either of the following blocks:

You can format your date/time as shown below:

You can drag-and-drop the user block:

You will get the following dialog, containing users from your organization:

If you select 'During runtime insert user that executes this', then the system will insert whoever will be executing this business app. Otherwise, you can select a specific user. When dealing with end-users, you can specify which data you would like to be inserted into your email message body. You can for instance tick name, title, and the phone number. In case you have selected multiple data fields, at the bottom you have 2 more checkboxes, which specify how you would like to separate those fields. The first one allows separating the fields with a comma, while the second option allows separating your data fields with a new line.

Once you're done with configuring your data field, click the following button:

Your message body will now have a configured field, which will be filled in with dynamic data during run-time:

Attach Files

You can attach one or more files with your email:

If your business app is generating any documents, you can attach it by selecting the block that generates a document, e.g.

You can un-select the block if you don't wish to attach it:

You can click the 'Browse' button

You will get a screen with your currently available files, and you can select any file from the list, e.g.:

Please note, only files not exceeding 5MB can be attached

Include Signature

You can include your account's default signature by ticking the following option:

Show Emails During Execution

Use the following option in case you would like the end-user to verify an email before it gets sent. This will ensure that the end-user can see the email (and even modify it) before proceeding with the business app.

Import Emails

Importing an email (or emails) that this block deals with is easy, all you have to do is to enable the following option:

If you would like to skip previously imported emails (e.g. an email was previously imported by a user or by a business app), then enable the following option:

Access Permissions

When importing emails, you can automatically grant access permissions (or set administrators). All you have to do is press the following button:

You will see the standard access permissions dialogue where you can specify users, departments, groups, projects, and events:

Alternatively, you can grant permissions to all users by enabling the following:

Notifications

If you would like to notify users when emails are being imported, simply click on the following button:

You will see the following section where you can configure your notifications:

You can select to send a notification as 'This app' or 'Person executing this'. The first one will appear as a notification from the business app, while the second option will send a notification from a specific person. You can add your title and message, which will be displayed. A notification coming from the person executing the business app will look like the following:

You need to specify which users you wish to receive this notification by typing and selecting those users as following:

Once this business app gets executed, users who are listed in this block will receive an automatic notification.

Exit on Fail?

You can specify if the business app should exit in case this block fails by enabling the following option:

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