Purpose
Creates emails from table data or one summary email for the entire dataset. Supports recipients, CC, BCC, formatted text, the input table and attachments.
Inputs and outputs
A target with in and optional success/failure outputs. Sending takes place while writing the active target.
Parameters
| Parameter | Settings and values | Options and limits |
|---|---|---|
role | Block role: a source reads data; a target writes the result. | Default: target |
connection_id | The saved connection through which the block accesses the system. | Default: emptyUp to 64 characters |
to | Main recipient addresses or a template using a row field. | Default: emptyUp to 4000 characters |
cc | CC addresses. | Default: emptyUp to 4000 characters |
bcc | BCC addresses. | Default: emptyUp to 4000 characters |
to_people | UBC Data Bridge users and roles for main recipients. | |
cc_people | Users and roles for CC. | |
bcc_people | Users and roles for BCC. | |
subject | A single-line email subject; supports tags. | Default: emptyUp to 998 characters |
body | The email body, including formatting and table substitution. | Default: emptyUp to 100000 characters |
format | text or html; a new editor block uses formatted text. | Options: text, htmlDefault: text |
attachments | Attachments from File Manager, a folder or the run parameters’ “Attached file” field. | Count: 0–20 |
time_zone | The time zone for system date and time substitutions. | Default: Europe/KyivUp to 64 characters |
Templates and message count
The substitution {{Назва поля}} uses the current row’s value. System tags: {{$date}}, {{$time}}, {{$datetime}}, {{$flow}}, {{$rows}}, {{$row}}, {{$table}}.
- If any recipient, subject or body template contains a row field or {{$row}}, a separate message is created for every row. Otherwise, one message is created for the entire input.
- {{$table}} is available only in the message body. It includes up to 1000 rows and an indication of the remainder.
- All fields used in tags must exist in the input; TEMPLATE_FIELD_MISSING is detected during preparation.
- Dates and times use the specified time_zone. Data values are escaped for formatted messages.
Step-by-step configuration
- Create and test an SMTP connection. Add a block using it.
- Set recipients using addresses, a field tag, or users/roles.
- Write the subject and body; insert tags from the available-field list.
- Check the hint showing whether there will be one email for the dataset or one per row.
- Add attachments and the time zone. Check preparation in a simulation before sending.
Rules and diagnostics
- Addresses of users and role members are read from their current profiles during the run.
- The subject cannot contain line breaks; tag names are validated.
- Up to 20 attachment sources; the same source cannot be added twice. An attachment from a parameter field is absent if the user did not add a file.
- A File Manager folder adds the files it contains at run time.
- External delivery can have a partial or uncertain result. Before rerunning after an error, check the log to avoid duplicate emails.
- An empty active input does not create a message: EMPTY_STAGE. Up to 10000 messages are allowed per block per run; for more, filter or split the dataset.
- Losing the response during external sending is treated as an uncertain result: the system does not automatically resend that message.
- Separate addresses with commas, semicolons or line breaks. At least one recipient and a non-empty subject are required; up to 500 recipients per email in total. Duplicates across “To”, “CC” and “BCC” are removed.
- A folder attachment adds up to 100 files. The total email size, including attachments, is limited by the SMTP connection setting.
Configuration example
For a CustomerEmail, CustomerName, Amount table, set to={{CustomerEmail}}, subject=Your report, body=Hello, {{CustomerName}}. Amount: {{Amount}}. This creates an email for every row. For one summary, use a fixed address and “Processed {{$rows}} rows. {{$table}}” as the body.