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Properties

Options

Name	Title	Required	Description
Title	Title	Yes	Use this field to give this specific Mail Assistant profile a title. This title is used to differentiate this profile from other profiles, and is not shown to end users.
Enabled	Enabled	Yes	Use this toggle to enable or disable this specific Mail Assistant profile. Only enabled profiles will be used for detecting and processing mails using Mail Assistant.
Mailboxes	Mailboxes	Yes	Use this field to select which mailboxes this specific Mail Assistant profile should monitor for incoming and outgoing e-mails. Every scanning interval set in the general Mail Assistant settings, this profile will check the selected mailboxes for new e-mails in the Inbox and Sent mail, and will subsequently filter and process them according to the other profile settings. You can select individual user's mailboxes, shared mailboxes, or groups. If a group is selected, all mailboxes belonging to the group members will be scanned and handled by this profile.
Notifications	Mailbox subscriptions	Yes	Use this field to select any mailboxes which should notify this Mail Assistant profile about new incoming and outgoing e-mails as soon as they arrive or are sent. This setting uses webhooks, and the profile will be informed about new e-mails automatically, even outside the scanning interval set in the general Mail Assistant settings. Mailboxes in which you must react to e-mails as soon as possible should be selected here. You can select individual user's mailboxes, shared mailboxes, or groups. If a group is selected, all mailboxes belonging to the group members will notify this profile, and e-mails will be handled according to the other profile settings.
TestMode	Test mode	Yes	Use this toggle to enable or disable test mode for this Mail Assistant profile. Test mode makes it so that e-mails that are picked up by this profile are substituted with sample e-mails instead of being handled as they are. This can be used to test whether e-mails are being picked up, without accidentally journalizing or otherwise processing production data or sensitive information until the system is ready to handle them correctly.

Filters

Name	Title	Required	Description
Filters.title	Title	Yes	Use this field to give this specific filtering rule a title. This title is used to differentiate this filter from other filters, and is not shown the end users.
Filters.Enabled	Enabled	Yes	Use this toggle to enable or disable this specific filtering rule. This does not affect other filtering rules on this profile. Only enabled filters will be used to include or exclude e-mails for processing.
Filters.Conditions	Conditions	Yes	Use this section to define the conditions for this specific filtering rule. You can use the Basic view to select properties and operators and join multiple conditions using And or Or. Alternatively, you can use Bot Framework Adaptive Expressions by switching to the Advanced view. The "CurrentUser" context object contains properties from the owner of the mailbox in which an e-mail was picked up (unless a shared mailbox or a group was selected, as these do not have a mailbox owner). The "Element" context object contains properties related to the e-mail that was picked up. These properties include bodyPreview, From, Subject, etc.

Processing

Generic

Name	Title	Required	Description
GenericActions.title	Title	Yes	Use this field to give this specific processing rule a title. This title is used to differentiate this processing rule from other rules, and is not shown the end users.
GenericActions.Enabled	Enabled	Yes	Use this toggle to enable or disable this specific processing rule. This does not affect other processing rules on this profile. Only enabled processing rules will be used to process e-mails.
GenericActions.Conditions	Conditions	Yes	Use this section to define the conditions for this specific processing rule. You can use the Basic view to select properties and operators and join multiple conditions using And or Or. Alternatively, you can use Bot Framework Adaptive Expressions by switching to the Advanced view. The "CurrentUser" context object contains properties from the owner of the mailbox in which an e-mail was picked up (unless a shared mailbox or a group was selected, as these do not have a mailbox owner). The "Element" context object contains properties related to the e-mail that was picked up. These properties include bodyPreview, From, Subject, etc.
GenericActions.ProcessId	Process	Yes	Use this field to select which process should run for e-mails processed by this processing rule.

Entity processing

Name	Title	Required	Description
EntityMatchingActions.title	Title	Yes	Use this field to give this specific processing rule a title. This title is used to differentiate this processing rule from other rules, and is not shown the end users.
EntityMatchingActions.Enabled	Enabled	Yes	Use this toggle to enable or disable this specific processing rule. This does not affect other processing rules on this profile. Only enabled processing rules will be used to process e-mails.
EntityMatchingActions.BusinessModuleId	Business Module	Yes	Use this field to select in which business module you want to search for an entity match for the picked up e-mail. If an entity match is found and the associated process runs, this business module is used in the BusinessModule context object in the process.
EntityMatchingActions.Conditions	Conditions	Yes	Use this section to define the conditions for this specific processing rule when searching the selected business module for an entity match. If the condition is true, a match is found. You can use the Basic view to select properties and operators and join multiple conditions using And or Or. Alternatively, you can use Bot Framework Adaptive Expressions by switching to the Advanced view. The "CurrentUser" context object contains properties from the owner of the mailbox in which an e-mail was picked up (unless a shared mailbox or a group was selected, as these do not have a mailbox owner). The "Element" context object contains properties related to the e-mail that was picked up. These properties include bodyPreview, From, Subject, etc. The "BusinessModule" context object contains properties from the selected business module above. The "Entity" context object contains properties of the entities in the selected business module. This field, combined with the Business Module selection allows you to conditionally find one or more matches between the e-mail picked up and an entity.
EntityMatchingActions.ProcessId	Process	Yes	Use this field to select which process should run for e-mails processed by this processing rule. Only published User processes are available.
EntityMatchingActions.MaximumMatches	Maximum number of matches	Yes	Use this field to set the maximum number of matches to process the e-mail for using this processing rule. If you define a condition which finds a match between more than this number of entities, this processing rule will process up to this number of them.
EntityMatchingActions.ContinueOnMatch	Continue on match	Yes	Use this field to select whether to continue processing further entity matching rules after a first match is found.

Entity not found processing

Name	Title	Required	Description
EntityUnmatchedActions.title	Title	Yes	Use this field to give this specific processing rule a title. This title is used to differentiate this processing rule from other rules, and is not shown the end users.
EntityUnmatchedActions.Enabled	Enabled	Yes	Use this toggle to enable or disable this specific processing rule. This does not affect other processing rules on this profile. Only enabled processing rules will be used to process e-mails.
EntityUnmatchedActions.Conditions	Conditions	No	Use this section to define the conditions for this specific processing rule. If no entity match was found, but this condition is true, the selected process runs for the e-mail picked up. You can use the Basic view to select properties and operators and join multiple conditions using And or Or. Alternatively, you can use Bot Framework Adaptive Expressions by switching to the Advanced view. The "CurrentUser" context object contains properties from the owner of the mailbox in which an e-mail was picked up (unless a shared mailbox or a group was selected, as these do not have a mailbox owner). The "Element" context object contains properties related to the e-mail that was picked up. These properties include bodyPreview, From, Subject, etc.
EntityUnmatchedActions.ProcessId	Process	Yes	Use this field to select which process should run for e-mails processed by this processing rule. Only published User processes are available.

Error handling

Name	Title	Required	Description
ProcessFailedActions.title	Title	Yes	Use this field to give this specific process failure rule a title. This title is used to differentiate this process failure rule from other rules, and is not shown the end users.
ProcessFailedActions.Enabled	Enabled	Yes	Use this toggle to enable or disable this specific process failure rule. This does not affect other process failure rules on this profile. Only enabled process failure rules will be used to run processes on failure.
ProcessFailedActions.Conditions	Conditions	No	Use this section to define the conditions for this specific process failure rule. If an error occurred - either in any of the filtering/processing rule conditions or in any of the executed processes - and this condition is true, the selected process will run. You can use the Basic view to select properties and operators and join multiple conditions using And or Or. Alternatively, you can use Bot Framework Adaptive Expressions by switching to the Advanced view. The "CurrentUser" context object contains properties from the owner of the mailbox in which an e-mail was picked up (unless a shared mailbox or a group was selected, as these do not have a mailbox owner). The "Element" context object contains properties related to the e-mail that was picked up. These properties include bodyPreview, From, Subject, etc.
ProcessFailedActions.ProcessId	Process	Yes	Use this field to select which process should run for e-mails processed by this process failure rule. Only published User processes are available.

Properties

Options

Filters

Processing

Generic

Entity processing

Entity not found processing

Error handling

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