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content/en/docs/refguide/modeling/application-logic/microflows-and-nanoflows/activities/email-activities/send-email-action.md

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@@ -48,45 +48,66 @@ The **From** address must be an address the configured email server is allowed t
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### Security Method {#security-method}
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The **Security method** section determines how the connection authenticates to the email server. The connection uses basic authentication. Configure the following parameters in the table by selecting a row and clicking **Edit** (or double-clicking the row). Each value is defined using a microflow expression.
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| Parameter | Type | Description |
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| --------- | ------ | ------------------------------------------------------ |
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| Username | String | The username used to authenticate to the email server. |
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| Password | String | The password used to authenticate to the email server. |
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The **Security method** section determines how the connection authenticates to the email server. The connection uses basic authentication.
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{{% alert color="warning" %}}
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Basic authentication (username and password) is deprecated or disabled by default on several major email providers, including Google Workspace and Microsoft 365, unless the tenant administrator has explicitly re-enabled it. To send emails through these providers, you can:
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* Re-enable SMTP basic authentication for the account (where your administrator's policy allows it), or
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* Use a provider that supports basic SMTP authentication.
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{{% /alert %}}
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#### Username
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The **Username** property is the username used to authenticate to the email server.
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#### Password
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The **Password** property is the password used to authenticate to the email server.
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{{% alert color="warning" %}}
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Avoid hard-coding a password as a literal value in the microflow because it would then be stored in the app model. Instead, provide the credential through a mechanism that keeps it out of the model (for example, a constant whose value is set per environment). Never commit real credentials to version control.
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{{% /alert %}}
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### Connection {#connection}
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The **Connection** section configures how Studio Pro reaches the email server.
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| Property | Type | Default Value | Description |
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| --------------------- | ----------- | ------------- | ---------------------------------------------------------------------------------------------------------------------------- |
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| Email Protocol | String | SMTP | The protocol used to send email. This property is read-only. |
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| Security Type | Enumeration | TLS | The transport security used for the connection: **None**, **SSL**, or **TLS**. |
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| Check Server Identity | Boolean | No | Whether to verify the server's identity (certificate). This option is only enabled when **Security Type** is set to **SSL**. |
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| Timeout (ms) | Integer | 20000 | The connection timeout (in milliseconds). |
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Configure the following parameters in the table by selecting a row and clicking **Edit** (or double-clicking the row). Each value is defined using a microflow expression.
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| Parameter | Type | Description |
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| ----------- | ------- | --------------------------------------- |
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| Server Host | String | The address of the email (SMTP) server. |
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| Server Port | Integer | The port of the email (SMTP) server. |
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The **Connection** field configures how Studio Pro reaches the email server.
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{{% alert color="info" %}}
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Connection details such as the **Server Host**, **Server Port**, and the **Email ID (From)** are commonly stored as [Constants](/refguide/constants/) so they can differ per environment instead of being hard-coded in the microflow. Referencing the same constants from multiple **Send Email** activities also lets you update the server settings in one place instead of editing each activity individually.
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{{% /alert %}}
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#### Email Protocol
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The **Email Protocol** property is the protocol used to send email. This property is read-only.
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Default value: *SMTP*
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#### Security Type
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The **Security Type** property is the transport security used for the connection: **None**, **SSL**, or **TLS**.
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Default value: *TLS*
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#### Check Server Identity
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The **Check Server Identity** option defines whether to verify the server's identity (certificate). This option is only enabled when **Security Type** is set to **SSL**.
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Default value: *No*
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#### Timeout (ms)
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The connection timeout (in milliseconds).
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Default value: *20000*
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#### Server Host
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The **Server Host** property is the address of the email (SMTP) server.
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#### Server Port
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The **Server Port** property is the port of the email (SMTP) server.
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### Test Connection {#test-connection}
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Click **Test Connection** to verify the configured connection and authentication settings are valid.
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Configure the recipients in the table by selecting a row and clicking **Edit** (or double-clicking the row). Each value is defined using a microflow expression.
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| Parameter | Type | Description |
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| --------- | ------ | ------------------------------------------------ |
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| To | String | The primary recipient (or recipients) of the email. |
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| Cc | String | The carbon-copy recipient (or recipients) of the email. |
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| Bcc | String | The blind carbon-copy recipient (or recipients) of the email. |
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#### To
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The **To** field is the primary recipient (or recipients) of the email.
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#### Cc
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The **Cc** field is the carbon-copy recipient (or recipients) of the email.
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#### Bcc
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The **Bcc** field is the blind carbon-copy recipient (or recipients) of the email.
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### Custom Headers {#custom-headers}
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* **Edit** – edit the selected custom header
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* **Delete** – remove the selected custom header
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Each custom header has the following properties:
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#### Name
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| Property | Description |
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| -------- | ---------------------------------------------------------------------------------------------- |
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| Name | The name of the header. This can only contain letters, digits, and hyphens, and cannot be empty. |
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| Value | The value of the header. It cannot be empty and cannot contain line breaks. |
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The **Name** property is the name of the header. This can only contain letters, digits, and hyphens, and cannot be empty.
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### Message Body {#message-body}
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#### Value
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Configure the subject and body in the table by selecting a row and clicking **Edit** (or double-clicking the row).
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The **Value** property is the value of the header. It cannot be empty or contain line breaks.
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| Parameter | Type | Description |
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| ------------------------- | ------ | ----------------------------------------- |
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| Subject | String | The subject line of the email. |
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| Message body (Plain Text) | String | The plain-text version of the email body. |
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| Message body (HTML) | String | The HTML version of the email body. |
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### Message Body {#message-body}
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Each of these fields can be defined either as a plain text or as a string template. A string template is fixed text with `{1}`, `{2}`, … placeholders whose values are of type microflow expression and come from parameter expressions evaluated against the surrounding microflow. For example:
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The following fields can be defined either as plain text or as a string template. A string template is fixed text with `{1}`, `{2}`, … placeholders whose values are of type microflow expression and come from parameter expressions evaluated against the surrounding microflow. For example:
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```text
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Subject: "Order {1} confirmed"
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{2} → formatDateTime($Order/ShipDate, 'yyyy-MM-dd')
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```
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Note the following about templates:
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{{% alert color="info" %}}
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Consider the following about templates:
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* The subject, the plain-text body, and the HTML body each have their own template. For a given field, use either the plain value or its template consistently.
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* Keep placeholder numbering contiguous (`{1}`, `{2}`, …), and make sure every placeholder has a corresponding parameter expression.
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* Only reference variables that exist in the microflow's scope at the activity's position. If the data is not yet available, retrieve it earlier in the flow.
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* The HTML and plain-text bodies are independent. Populate only the one (or ones) you need.
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{{% /alert %}}
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#### Subject
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The **Subject** property is the subject line of the email.
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- The subject, the plain-text body, and the HTML body each have their own template. For a given field, use either the plain value or its template consistently.
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- Keep placeholder numbering contiguous (`{1}`, `{2}`, …), and make sure every placeholder has a corresponding parameter expression.
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- Only reference variables that exist in the microflow's scope at the activity's position. If the data is not yet available, retrieve it earlier in the flow.
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- The HTML and plain-text bodies are independent. Populate only the one (or ones) you need.
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#### Message Body (Plain Text)
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The **Message Body (Plain Text)** property is the plain-text version of the email body.
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#### Message Body (HTML)
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The **Message Body (HTML)** property is the HTML version of the email body.
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### Attachment {#attachment}
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In the **Attachment** section, select a microflow variable to attach to the email.
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#### Variable
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Only variables of type System.FileDocument, List of System.FileDocument, or their specializations can be attached. The variable must exist in the microflow's scope before the **Send Email** activity (the file must already have been retrieved or created earlier in the flow).
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{{% alert color="info" %}}
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## Test Email Tab {#test-email}
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The **Test Email** tab lets you send a test email to verify your configuration from Studio Pro without triggering the microflow.
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The **Test Email** tab allows you to send a test email to verify your configuration from Studio Pro without triggering the microflow.
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### Test Email Details {#test-email-details}
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#### Use Template for Test Email
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When selected, the subject and body fields use the string templates configured on the [Message](#message) tab. Because template placeholders reference microflow variables that are not available while testing, click the Edit icon next to each field to provide test values for the template parameters.
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When **Use Template for Test Email** is selected, the subject and body fields use the string templates configured on the [Message](#message) tab. Because template placeholders reference microflow variables that are not available while testing, click the Edit icon next to each field to provide test values for the template parameters.
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When not selected, you can enter the subject and body directly.
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#### To
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The **To** property is the recipient of the test email.
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#### Subject
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The **Subject** property is the subject line of the test email.
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#### Message Body (Plain Text)
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The **Message Body (Plain Text)** property is the plain-text version of the test email body.
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When not selected, you can enter the subject and body directly:
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#### Message Body (HTML)
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| Property | Description |
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| ------------------------- | ---------------------------------------------- |
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| To | The recipient of the test email. |
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| Subject | The subject line of the test email. |
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| Message body (Plain Text) | The plain-text version of the test email body. |
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| Message body (HTML) | The HTML version of the test email body. |
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The **Message Body (HTML)** property is the HTML version of the test email body.
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### Send Test Email {#send-test-email}
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