General FMP Information

The Email Tool is found at right on various FMP panels, and presents managed templates for sending email to investigators and reviewers.

How To Send Email

Using peer reviewers as an example, you can use the email tool to send email either to an individual reviewer or a found set of reviewers, such as those whose active roles include 'Peer Reviewer'.

Clicking 'This Reviewer' or 'Found Set' generates a pop-up window where you select an email template to send.

If you need to edit an existing template or add another, click 'Add / Edit Templates'. 

• To edit a template, simply browse to it and begin editing. 
•  To add a template, click the 'Add [+]' button.

     Each template needs a description, recipient group (To), subject, and message; Cc and Bcc are optional.

• To ensure that a template appears in the drop-down list of template options for new emails, select one of the existing options in the recipient group (To) box when editing or adding a template. 
• Cc, Bcc, subject and message require double-quote encapsulation when used. 

You may add a single attachment to either a template or to the set of emails you're about to send, by clicking the red 'paper-clip' button.  This form of attachment does not involve the file being uploaded to the server, but rather retrieved via the local path specified, so only provide a local path when attaching a file.  If you have difficulty attaching a file from its original location, copy the file to your desktop and try attaching the file from there.

Coding subjects and messages to be database-driven is complicated, but powerful. The best method by which to learn how is to look at the existing templates already in your system. The most common error people make when coding these fields, however, isn't in using functions, but rather forgetting to encapsulate all static text.

Issues With Windows - Email Tool

Microsoft Outlook doesn't trust any other program to send mail, even if you tell Outlook to do so. So if you choose to send email to a found set of individuals, it will ask you to confirm every single one of them. A solution is being sought.

Many FMP panels are printer-friendly, since panels are often used both for managing data and generating PDF reports.