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The Default From Email Address field in Specifications will override the Default From Email Address located in Administration when there is a value entered. |
Non-Field Default Email Subject
The text string stored here will be the default email subject used when a report is emailed from a non-Field module for the project. Placeholder variables can be used to return system values based on the underlying report data. Email subjects defined here will be used in place of the global email subject defined.
Field Default Email Subject
The text string stored here will be the default email subject used when a report is emailed from the Field module for the project. Placeholder variables can be used to return system values based on the underlying report data. Email subjects defined here will be used in place of the global email subject defined.
Delivery Notes
Delivery Notes allow you to record notes (instructions / reminders) for users who distribute reports in the Delivery module. These notes will display in Delivery when you have that project selected.
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The File Transfer settings allow to set up a file transfer protocol, which allows you to send out reports via a predefined file transfer instead of via email.
Setting | Description |
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Use File Transfer | Enables the Publish via FTP button and allows configuration of other settings. |
Protocol | Allows you to configure which protocol (Port) the file transfer will use.
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Directory Address | Is the server directory and folder which the report should be delivered to. |
Username | The username credentials which are used to sign into the server. |
Password | The Password credentials which are tied to the username used to login. |
Associate Reports
Use the Reports tree at the bottom of the pop up (shown above) to indicate which reports the contact should receive when emailed out of MetaField or have access to when viewed in AgilePort.