Article published on the 10th of December, 2021.
Contents
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
There are no requirements associated with the use of the journalize flag for SharePoint libraries functionality.
To use the journalize flag for e-mail lists (WorkPoint 365 only) functionality, your WorkPoint 365 license must include the "Journalize flag" feature.
Please contact WorkPoint Sales at sales@workpoint.dk for more information about including Journalize flag in your WorkPoint 365 license.
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:
