Skip to content
Nick Airdo edited this page Jun 2, 2016 · 1 revision

Email to Workflow

Logs into a configured POP mailbox and creates a new Workflow with details from the message (and then deletes the message if successful).

Job Settings

  • Workflow - Type of workflow to use when creating workflows.
  • Mailserver - Hostname of the mail server
  • Mail Username - POP3 account to login to
  • Mail Password - Password of the POP3 account
  • Mail Port -
  • Message Batch Size - Max number of emails to process with each running of the job (Recommended 30)
  • Use SSL - Set to true if the POP server requires SSL for login.
  • Testing Email - if set to true, the email in the mailbox will not be deleted.
  • Enable Logging - if set to true, details will be logged into the ~/App_Data/Logs/EmailToWorkflow.log
  • Anonymous Sender - Default Requester person to use when the job cannot find one.

Workflow Configuration

Your Workflow should have the following Attributes as they will be filled in using data from the email:

  • Summary (type: Text) - This will be taken from the Subject of the email.
  • Details (type: Text) - This will be taken from the body of the email.
  • Requester (type Person) - This will be set to the person who has the matching email of the "From" address or matching full name. If none is found the person set in the AnonymousSender job setting will be used.
  • Notes (type: Text) - This will be the email's "From" data (whatever it may be).
Clone this wiki locally