Title: Email Articles From Traction

You can send one or more articles to someone from Traction. When you send the articles, Traction will post a new article referencing the articles you sent, and optionally publish the contents of what you said.

Clicking to Email Articles



There are three ways to email articles from Traction.

1. Article Context Menu: Select Email Articles from the Context Menu when you hover over a single article:



2. Export Menu: To email articles from a single or multi-entry view, click the Email Articles link from the Export menu:



3. Collector: To email articles from the Collector, select a collection and the articles you want to send from the collection, then choose the Email Articles option.



Filling out the Email Articles Form



The Email Articles form will appear with your selected articles in the body of the email.

The default options are set to Include links into Traction and to Log Message Content. In the example below, Include Comments and Include Labels options are also checked on.



Your preferred email address will appear in the From field.

You can fill out the To, CC, and BCC fields. You will see email completion on these fields against other Traction, LDAP, and Active Directory users' email addresses (if you have lookup permissions). You can use the mouse, arrow keys, enter, or tab to accept the currently selected option.



When sending the email, you have several options:



  1. Include links into Traction: By default, Traction includes hyperlinks back to your Traction server in the mail message, so the recipient can follow them. If your recipient doesn't have access to the server, you may prefer to turn these off.

    With links enabled, the title, Traction ID, and cross-references in the body are hyperlinks.



    With links disabled, these are flattened to plain text.



  2. Include comments: You can control exactly which comments are included in outgoing mail messages.

    When you select include comments.



    The inline comments are added to the message.



    When you hover the mouse over any comment, an X appears in the top-right of that comment's box:


    Clicking this X removes the comment. The page will reload.



    If you decide that you want to undo a removal, you can use your browser's back button.

    If you wish to restore all the comments to the original state, unclick and reclick the "Include Comments" checkbox.

  3. Include Labels: Lets you control whether or not the current Traction labels appear in the content you are sending.

    Without
    Include Labels:





    The same paragraph, with
    Include Labels checked:


  4. Include Headers: If the original message was an email received by Traction, this controls which of the original email headers are forwarded.



    The options are:
    none, to turn off headers; brief, to show only popular headers; full, to show all headers; and as is to use the entry's current settings.

  5. This entry will be logged to: Traction logs an article for every email sent, recording the mail headers of the outgoing message. This article is created with an "emails" relationship to the articles that are included. This menu lets you control to which project that article is logged.

  6. Log message content: Check this if you want to log the content of the cover letter to the project designated above. If so, the cover letter will appear as a normal Traction article. If not, only the headers and the relationship are recorded.



There are also options at the bottom of the form to edit the content of the articles that are enclosed and to edit the attachment list.

The articles you send will have a relationship called emailed by with the cover letter article (which will naturally have the converse emails relationship with each of the articles included).

Sending the Email



When you are done filling in the form, click the Send Email button at the bottom of the page:



Traction will update the view once the article has been sent. If you selected Log message content, you should be taken to the resulting article. If not, you will return automatically to the Front Page. If there is a problem sending the message, the page will reload with an error message.



If you checked the Log message content checkbox, your email will then appear as a Traction article which is cross-linked to the articles and comments that it enclosed.



Note that the original articles show that they were emailed by the new article.







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Related Articles
Article: Doc79 (permalink)
Date: March 22, 2008; 3:56:03 PM Eastern Daylight Time

Author Name: Documentation Importer
Author ID: importer