Workflow Email Using The Notification Server
Workflow Email Using The Notification Server
Notification Server
From 2022 R2
• SYRMAILSRV: This contains the name of the Notification Server that was set up in Syracuse
(See below).
Basic information
The Name and user-friendly Description identify your Notification Server setup.
Type: This identifies the transport type for this setup. The only transport type currently available is SMTP.
Additional transport types will be added in subsequent releases of Sage X3.
Mail server / Port: This identifies the hostname or IP address to connect to as a mail server (e.g. MS
Exchange, hmail server…) and the port to use for sending email (Typically 25 for unsecured SMTP, 465
for secure SMTP).
Authentication
You can use this to provide authentication credentials for the email server you will connect to. The default
value is No authentication. The authentication method available currently is User/Password, but
additional authentication methods will be implemented in subsequent releases.
Security
Enable Secure Connection to encrypt email transfers. This typically uses port 465 with SMTP servers.
Enable Check server identity for TLS to perform the usual server integrity checks when secure email is
used.
Upload the email server CA certificates when using TLS. Refer to this documentation for technical details
on CA certificates.
Connection
Client server name (Unused): This is an optional hostname for current email client (i.e., the Sage X3
application). It is not used for now and the client hostname will default to the local Sage X3 web server
hostname.
Idle time: This defines a maximum idle time in milliseconds for any connection to the email server.
Whenever a connection is opened with the email server, it will stay open after it goes idle, for that
timespan. This allows Sage X3 to save time on establishing new connections to the email server each
time an email is sent.
The longer this idle time is, the less the connection establishment cost is, but the more memory is
consumed by the Sage X3 web server (Syracuse).
More options
This section allows you to enter more advanced options used by Nodemailer for SMTP transport. Please
refer to this documentation for more detail.
Message configuration
Sender email: This is the email that defaults for the sender, if no sender has been defined in the email
itself.
Default theme: This is the name of the default Notification theme to be used by this Notification server
setup. Please see below for more details on setting up a Notification theme (Administration > Notification >
Notification themes).
NOTE:
The current workflow rules allow raw-text emails only, even if the text is encapsulated in an HTML
theme (template). Full rich-text email content will be enabled in subsequent releases of Sage X3,
where it will be possible to set up rich-text content in the Workflow rules.
Using a Theme
Notification themes define an HTML envelope, or a generic stylesheet, for emails sent by the Notification
server. This acts as a container for email contents, and defines how the title, subtitle and signatures will be
displayed in the final email.
You can assign a different default theme to each individual Notification server you set up.
NOTE:
We are currently working on enhancing Notification themes and making the design easier and
more accessible. This will be available very shortly in subsequent releases of Sage X3. Until then,
our recommendation with Sage X3 2022 R2 is to keep using Workflow emails with no themes.
We will add more details to this section with the release of the new Notification themes function.