This step is used for uploading email messages and attachments from e-mails in Outlook to lists and libraries in a WorkPoint solution.
It is used by providing the "Express messages" context object as Step Input, which allows the step to read the e-mail selected inside the modern version of Microsoft Outlook.
Whether to use this step to extract and upload e-mail messages, or attachments, or both can be specified in the step options.
A single one-step process with this step can be created, and hooked up to a My Tools button with "Non-interactive" setting to create a simple, quick journalize process. You can read more in this article.
Properties
Options
| Name | Title | Required | Description |
|---|---|---|---|
| IncludeEmailMessage | Include email messages | No |
Use this field to define whether this action should include the selected e-mail message(s) in the upload. |
| IncludeAttachments | Include attachments | No |
Use this field to define whether this action should include attachments inside the selected e-mail message(s) in the upload. |
Attachments
| Name |
Title | Required | Description |
|---|---|---|---|
| AttachmentBusinessModuleId |
Business module | No |
Use this field to select the business module containing the entity on which to store attachments. |
| AttachmentEntityId |
Entity | No |
Use this field to select on which entity inside the selected business module on which to store attachments. If not set dynamically from the context, provide an entity ID. |
| AttachmentList |
List | No |
Use this field to select on which list on the selected entity to store attachments. |
| AttachmentFolder |
Folder | No |
Use this field to optionally select a folder in the selected list in which to store attachments. This field expects the name of a folder in the existing location. |
| AttachmentOutputExists |
Existing document output behaviour | No | Use this field to define what should happen if this step attempts to upload an attachment in a location where an item with the same name already exists. Options are:
|
Email messages
| Name |
Title | Required | Description |
|---|---|---|---|
| EmailMessageBusinessModuleId |
Business module | No |
Use this field to select the business module containing the entity on which to store email messages. |
| EmailMessageEntityId |
Entity | No |
Use this field to select on which entity inside the selected business module on which to store email messages. If not set dynamically from the context, provide an entity ID. |
| EmailMessageList |
List | No |
Use this field to select on which list on the selected entity to store email messages. |
| EmailMessageFolder |
Folder | No |
Use this field to optionally select a folder in the selected list in which to store email messages. This field expects the name of a folder in the existing location. |
| EmailMessageOutputExists |
Existing document output behaviour | No | Use this field to define what should happen if this step attempts to upload an email message in a location where an item with the same name already exists. Options are:
|
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