Sending outgoing email with the Email Messages form

When sending an email message, the message content is determined according to the following sequence:

1. If you supply a template, the system uses it as the message body, and uses the following rules for variables:
   • If you supply an attachment in the Values attachment field of the Attachment Alternatives tab of the AR System Email Messages form, the attachment will be used to determine the values for variables contained in the template.
   • If you do not supply an attachment in the Values attachment field, but you supply information in the Field Values or a qualification in the Qualification field of the Variable Replacement tab of the AR System Email Messages form, the information will be used to determine values for variables contained in the template.

   • If you do not supply field values, but your content template contains a query to obtain information to substitute in the email, the query information will be used to generate the message. For query information to be used, a form, server, and qualification must be supplied. If any one of these items is missing, the message creation will fail.

     In terms of performance, a query against another server is more expensive than a query against the current server. If you are going to send many emails based on information queried from another server, set up an email system on another server.

   • If none of these points is true, the system uses the template as is.
2. If you do not supply a template, but attach a file (HTML or plain text, or both) to the Content attachment field on the Attachment Alternatives tab of the AR System Email Messages form, the system uses these attachments as the content.
3. If none of the items in the previous steps is supplied, the system uses the contents of the Body fields on the Message tab of the AR System Email Messages form for the body of the email (HTML or plain text, or both).