Journalize Flags

1. Introduction

A journalize flag is a small colorized flag set in the "Category" field of e-mails in Microsoft Outlook. It is set by WorkPoint Express when one or multiple e-mails are journalized, either by dragging they e-mail(s) to a library in WorkPoint Express, or when using the Quick Journalize functionality.

Below is an image of how the journalize flag of a journalized e-mail might look like:

The flag can also be seen in the opened e-mail:

WorkPoint Express has two settings for setting journalize flags:

Set journalized to SharePoint flag

This setting is found in the Behavior tab in the WorkPoint Express settings and refers to how the journalized flag should be set if an e-mail is journalized to a generic SharePoint library (e.g. a Document library).

Set journalized to e-mail list flag (only WorkPoint 365)

This setting is found in the Miscellaneous tab inside the System tab of the WorkPoint Express settings. It refers to how the journalized flag should be set if an e-mail is journalized in an e-mail list.

An e-mail list refers to a library containing any content type configured in WorkPoint Express as an e-mail list.

In the following image, we have configured an e-mail list content type in WorkPoint Express called "WorkPoint365 Email":

Any list in our WorkPoint solution which contains this content type will be regarded as an e-mail list.

E-mail lists are displayed using en envelope icon in WorkPoint Express:

2. Requirements

2.1. Granting permissions

Journalize Flags functionality requires a global administrator to consent to a couple of required permission scopes for the WorkPoint 365 WebAPI, namely the "MailboxSettings.ReadWrite", "Mail.ReadWrite", "Domain.Read.All" scopes.

You can grant these consents using this link: WorkPoint 365 Web Api

Then follow these steps:

In the left side panel drop down, select the release ring that your WorkPoint solution is on. Typically this will be "NewPlatform".

With the correct release ring selected, click the "Swagger" link.

In the list of API endpoint categories, click and expand the "Consent" group.

In the Consent group, click and open the "Application" POST endpoint.

Click the red exclamation mark and sign in with a global administrator account.

When you are signed in with a global administrator, the exclamation mark should change to an information icon.
Next, provide the following information into the "WorkPoint365Url" and "scopes" fields:

Field	Value
WorkPoint365Url	The Url to the root site of your WorkPoint solution. For example: https://bubblebox.sharepoint.com/sites/workpoint
scopes*	["MailboxSettings.ReadWrite", "Mail.ReadWrite", "Domain.Read.All"]

* These are the permission scopes that will be granted to the WorkPoint365 WebAPI. They are required for the functionality mentioned in this article to work properly.

Click the "Try it out" button. This will call the endpoint using the information from the WorkPoint365Url and scopes fields and grant the mentioned permissions to the WorkPoint 365 WebAPI.

When the operation is completed, the window should expand with more information, including a "true" in the "Response Body" field, as shown here:

3. Configuration

This section will guide you in configuring either type of journalize flag.

3.1. Journalize flag for SharePoint libraries

The settings for the journalize flag for SharePoint libraries are found in the "Behaviour" tab in the WorkPoint Express settings:

In WorkPoint Express, click the "Menu" button and select "Settings".

In the WorkPoint Express Settings window, open the "Behaviour" tab.
To activate the journalize flag for SharePoint libraries, under the "E-mail journalization" group, enable the checker.
Optionally, you can select a color for the flag by clicking the "Flag color" drop down menu and selecting a color.
To close the WorkPoint Express Settings window, click the "Close" button in the bottom right.

Below is a demonstration of these settings in action:

3.2. Journalize flag for e-mail lists (WorkPoint 365 only)

The settings for the journalize flag for e-mail lists (WorkPoint365 only) are found in the "Miscellaneous" tab inside the "System" tab in the WorkPoint Express settings:

In WorkPoint Express, click the "Menu" button and select "Settings".

In the WorkPoint Express Settings window, open the "System" tab, then open the "Miscellaneous" tab.
To activate the journalize flag for e-mail lists (WorkPoint365 only), under the "Journalize Flag" group, enable the checker.
Optionally, you can select a color for the flag by clicking the "Flag color" drop down menu and selecting a color.
To close the WorkPoint Express Settings window, click the "Close" button in the bottom right.

Below is an example of these settings in action:

Contents

1. Introduction

2. Requirements

2.1. Granting permissions

3. Configuration

3.1. Journalize flag for SharePoint libraries

3.2. Journalize flag for e-mail lists (WorkPoint 365 only)

Comments

Contents

1. Introduction

2. Requirements

2.1. Granting permissions

3. Configuration

3.1. Journalize flag for SharePoint libraries

3.2. Journalize flag for e-mail lists (WorkPoint 365 only)

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