Actions - Distributing reports
How to add the user name to a Task when requested by M&D Hub
FIRST CREATED ON 19 Aug 2025 I AUTHOR Emma Camacho Add a parameter with the following Hub Input Field options Type: Drop-Down Field Source: User Name The Task Parameter can be used in the Tasks' actions, for example Looking for Additional Guidance? ...
How to create password protected Excel Reports?
FIRST CREATED ON 16 Jul 2025 I AUTHOR Emma Camacho To achieve the same functionality as the Excel's feature File > Info > Protect Workbook > Encrypt with Password please follow these steps: 1) Create the Excel Report 2) Call the expression ...
How to send Reports to Teams Channels?
FIRST CREATED ON 10 Jul 2025 I AUTHOR Emma Camacho This is an example of how to send Reports to Teams Channels. 1) Get the email addresses of the Channels. 2) Add them to the supporting app. 3) Create a Task that cycles the Region field, create a ...
How to activate Delivery/Read receipts for SendGrid SMTP Server?
FIRST CREATED ON 19 Dec 2024 I AUTHOR Emma Camacho In order to activate Delivery and Read receipts for SendGrid SMTP Server add the following customer headers: "X-SMTPAPI" "{""category"": [""Category1"", ""Value""]}" Example: Looking for Additional ...
How to manage a Send Email Test Run Using a Global Variable?
FIRST CREATED ON 14 Mar 2024 I AUTHOR Emma Camacho To ensure email tests are managed properly and avoid sending emails to unintended recipients, use a Global Variable to control test runs. This allows you to easily toggle between test and live modes. ...
How to activate Delivery/Read receipts for Microsoft Outlook 365 E-Mail Server?
FIRST CREATED ON 5 Feb 2024 I AUTHOR Emma Camacho In order to activate Delivery and Read receipts for Microsoft Outlook 365 E-Mail Server add the following customer headers: "Disposition-Notification-To" "<email@company.com>" "Return-Receipt-To" ...
How to include links in an email body?
FIRST CREATED ON 26 Mar 2023 I AUTHOR Emma Camacho When you need to include a link in an email, embedding it directly in the email body can make it more accessible and engaging for the recipient. Follow these steps: (1) You need the HTML code for ...
How to create password protected PDFs?
FIRST CREATED ON 19 May 2023 I AUTHOR Emma Camacho To create password-protected PDFs using Mail & Deploy, please follow these steps: (1) In the Create Report Document Action -> FILE TYPE -> Adobe PDF Document (2) Go to SETTINGS -> Has User Password ...
How to manually send notifications when a task fails?
FIRST CREATED ON 16 December 2024 I AUTHOR Emma Camacho Sending E-Mail Notifications in Mail & Deploy when a task fails ensures that you’re promptly informed of any issues. Although you can use the automatic E-Mail Notifications in Mail & Deploy (for ...