“From” and “Reply-to” E-mail Options

Use the options on the Settings tab to override system-level options for e-mail replies to messages that are sent from the Notification Server. You can also choose to remove the item link included in e-mails sent by users from their preferred e-mail client.

On-premise can set the system options in the SBM Configurator. These options are pre-set for on-demand customers.

Settings are inherited, enabling you to override them at a parent project, then set additional overrides for child projects.

Field Name	Description
From user who runs transition	Select this check box to have notification messages appear as though they are sent by the user who last transitioned the item. For example, if Bill transitions an item that generates a notification, the notification message will appear with Bill's e-mail address in the From: field. For escalation notifications, the message will show as From: the user who triggered the initial notification as well. Tip: You might choose From user who runs transition if you want to ensure that the message's From: address contains the user that invoked the notification change, and not necessarily the user who made the last change to the item.
Reply to last modifier	Select this check box to automatically send reply messages to the user who last modified the item. The e-mail address of the user who last modified the item is inserted into the Reply To: field of the mail message header. In the Default reply to address field, enter an e-mail address as the default reply address for e-mail messages, which is usually the e-mail address of the person responsible for administering SBM. For best results, enter a Default reply to address, even if you have selected the Reply to last check box. If a user needs to reply to a message and there is not a "last modifier" to send the reply to, the reply is then sent to this default address.
From last modifier	Select this check box to have all messages appear as though they were sent by the user who last modified the item. The e-mail address of the user who last modified the item is inserted into the From: field of the mail message header. In the Default from address field, enter an e-mail address that should appear as the default From: address for e-mail messages. For best results, enter a Default from address, even if you have selected the From last modifier check box.
Display name in e-mail address for notifications	Select this check box to include the user name in the From: field. For example: From: Bill Admin <bill@company.com> If you clear this option, the From: field only displays the e-mail address: From: bill@company.com
Show item link in preferred e-mail client	Clear this check box to remove the item link from messages that are sent by users from their preferred e-mail client.
Enable E-mail Recorder	Clear this check box to turn off the E-mail Recorder feature in the current project. This prevents replies to e-mails and notifications from being logged in the originating item if not necessary in a given project. E-mail Recorder is enabled for every project by default.
Only if "From" matches an SBM user	Select this option to limit the e-mail messages that are attached to items to those sent by users in your system with a matching e-mail address. Clear this option if you are using external communication with non-SBM users. If this option is selected, you must grant users the Add Note privilege for the necessary projects and/or auxiliary tables. Users do not need to be granted Add Note privileges to attach external e-mail messages to items as notes. Clear the check box to allow non-users to attach e-mail messages to items as notes. This option may be useful for tracking correspondence from customers or partners, but use caution because it allows unauthorized users to add e-mail messages as notes to items in your system.
E-mail Templates	Enable or disable the templates that are used for sending e-mails from items for this project. User e-mail templates are available for sending messages between SBM users; External communication templates are used for sending messages to non-SBM users that have been added to an item. For either option, .txt and .htm versions are available. Note: Your selections will override the default browser e-mail template (which is set in SBM Configurator) and the default external communication template (which is set via the Usage options drop-down list in the E-mails \| Templates section of Application Administrator) for this project. If you find that changes to the default templates are not appearing in messages sent from items, review these selections to see if you have overridden the default templates for the project.