Trackor Mail
Trackor Mail functionality can be used to associate an Email account with a Trackor Type. By configuring Trackor Mail for a Trackor Type, Administrators can configure the system to Create and Update records of the specific Trackor Type when an Email is sent to the email-id associated with the Tackor Mail account.
For example, by setting up Trackor Mail for 'Case' Trackor Type with an email account, any email that will get sent to this account can be configured to either Create a new Case record or update an existing Case record.
Trackor Mail Setup Applet
Click the 'Trackor Mail Setup' Icon from the Trackor Type Command Bar to open the Trackor Mail Setup Applet.
General Info Tab
Field | Field Description |
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IMAP Server | Email Inbox to be associated with the Trackor Only 1 email can be associated to each Trackor Type.
|
Port | Port associated with the email server. |
Path | Location that the emails should appear. Normally, this is set to INBOX. |
Spam Path | Location where any Spam/Junk mails should appear. If this is not configured correctly an exception error will be generated. Example: Exception when trying to retrieve new messages for email [trcrequests@onevizion.com] for folder [SPAM]SPAM not found... |
Username | Emailid (Email Inbox) that will be associated with this Trackor Type. Any email received by this account can be used to create or update the Trackor Type |
Retrieve Email Every | Used to determine how often the server should be checked for incoming emails. |
Password | Unique password for the user assigned. |
Verify Password | Must verify the password associated with the user. |
Related Trackor Type | Dropdown which allows choices of related Trackor Types. |
Create New Trackors | Select if new Trackor Records are to be created. |
Notify Sender on Success | Notification of a successful email will be sent to the sender. |
Notify Sender on Errors | Notification of an email with errors will be sent to the sender. |
Enabled? | Checkbox to determine if Trackor E-mail is enabled. |
Authless User | 1)if authless user is empty, then sender's address is checked and entire trackormail trackor creates and updates will be in audit log as that user. If the sender's email address is not in the users table, it will be rejected in it's entirely. |
Fields that are Read Only, they cannot be updated via Trackor Mail.
Example:
Mapping Tab
The Mapping Tab is used to create the format of the email message. Here the Message Field and Field will be established. Select the Add Icon to create new fields.
Field | Field Description |
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Message Field | This drop-down allows choices for fields in the incoming email to be mapped to Trackor Type's Fields. Attachments: May choose up to 3 attachments. Data Type: Electronic File Body: Only text MIME type is supported. Data Type: Memo CC: The CCfield in the Email can be mapped to a Field in the Trackor Type. Data Type: Text From: From field in the Email. Data Type: Text Headers: All Headers of message: Data Type: Memo Inline Attachments: Allows for up to 3 inline attachments to be mapped. Data Type: Electronic File Message: Whole message in eml format. Data Type: Electronic File Message ID: Unique message identifier. Data Type: Text Received Date: Same as "Received Date and Time", however, only date will be stored in the field of "Date" type. Data Type: Date Received Date and Time: Date and time when the message was received in the mailbox. Data Type: Text Reply Field: Indicates the mailbox(es) to which the author of the message suggests that replies be sent. Data Type: Text Sender: The "Sender" field specifies the mailbox of the agent responsible for the actual transmission of the message. Data Type: Text Sent Date: Same as "Received Date and Time" however, only date will be stored in the field of "Date" type. Data Type: Date Sent Date and Time: The origination date specifies the date and time at which the creator of the message indicated that the message was complete and ready to enter the mail delivery system. Data Type: Text Subject: The "Subject" field contains a short string identifying the topic of the Email. Data Types: Text, Drop-Down, Trackor Selector To: The "To" field contains the address(es) of the primary recipient(s) of the message. Data Type: Text |
REGEXP_SUBSTR | Regexp (Regular Expressions) is a sequence of characters that define a search pattern, mainly for use in pattern matching with strings, or string matching, i.e. “find and replace”-like operations. Ex. The regexp (?⇐\.) {2,}(?=[A-Z]) matches at least two spaces occurring after a period (.) and before an upper case letter as highlighted in the text above. This option is available for text fields. This will be disabled for Attachment fields. |
Field | Trackor Type Field to which the Message Field will be mapped when an email is received in the email-id (Username) used in the Trackor Mail setup. |
Trackor Search
The Trackor Search tab is used for custom SQL in order to return a specific Trackor Record. This is used for updating existing Trackor Type records when an Email is received. In this example, an Issue record will be updated if the Email subject has the Issue's record id (Trackor ID), otherwise, a new Issue record will be created.
OAuth2 for Trackor Mail
Now Trackor Mail supports OAuth2 (using Client Credentials) authorization protocol to access mail messages. If your email service supports OAuth2 authentication, we recommend selecting OAuth2 for the Auth Type field when setting up Trackor Mail.
No Auth Type Selected
Password Auth Type Selected
OAuth2 Auth Type Selected (Default entries included)
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