Configure email notification settings

Email settings can be optionally configured for ArcGIS Workflow Manager before sending email notifications with the Send Email step. To create email templates for the Send Email Notification automated action, you must configure email settings.

Custom SMTP server settings allow you to include attachments, use email addresses instead of usernames or a group ID, enable new configuration options in the Send Email step, and allow you to send emails through your organization's domain.

Complete the following steps to configure email settings for workflow items:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don't have sufficient privileges, the Design tab is not available.

3. Click Settings .

   Note:

   If you don’t have sufficient privileges, Settings is not available.

4. Click the General Settings tab.
5. Turn on the Custom SMTP Server toggle button to configure SMTP server settings.
6. Provide the name of your SMTP server in the SMTP Server text box.
7. Provide the port number of your SMTP server in the Port text box if your SMTP server doesn't use a standard port number or if it requires authentication.
8. Choose the email format for email notifications under Type:
   • Plain Text Notification—Email notifications will be sent without special formatting.
   • HTML Notification—Email notifications that contain HTML tags will be included in the email notification.
9. Optionally, provide a default sender email address for email notifications in the Default Sender Email text box.
10. Optionally, provide a default sender name for email notifications in the Default Sender Display Name text box.
11. Optionally, choose a protocol to connect to the SMTP server from the Protocol drop-down menu.
12. If your SMTP server requires authentication, check the Enable Authenticated SMTP check box and do the following:
    1. Provide a username to use to connect to the SMTP server in the Username text box.
    2. Provide a password to use to connect to the SMTP server in the Password text box.
13. Click Save.

Register an external domain

To send emails that include a web address, Workflow Manager administrators must register the URL before emails can be sent. URLs that contain arcgis.com or esri.com domains do not need to be registered.

1. Sign in to your organization as a Workflow Manager administrator.
2. Click Organization and click the Settings tab.
3. Click Security.
4. In the Allowed email links section, click Add link.
5. Provide the URL of the domain you want to register in the text box and click Add link.

   The domain is registered with your organization.