Changes

Form - Create from Inbox

650 bytes added, 19:27, 26 September 2017
Option 2 - Auto classification
= Step 2 - Options - Stage 1 of 2 =
== Option 2 - onArrival Auto classification ==
This engine is fully described in [[BEMail_onArrival_matching_engine]]
== Option 3 - Work distribution ==
The default first outcome of the form is always hidden "01 - New" but is used for new emails as they arrive. The outcome allows for custom configurations but can't be chosen by users due to custom javascript JavaScript automatically added.
| Callback or Reminder || Incomplete || Incomplete || Yes || No
|-
| Spam Email || Complete || Spam || No || No
|-
| Escalate Escalation || Incomplete || Escalate Escalation || Yes || Yes
|-
| Complete - No response || Complete || Complete || No || No
|-
|}
 
 
== Option 5 - Auto-response to new emails ==
= Step 3 - Loading - Stage 2 of 2 =
== Option 6 - Auto classification (Email) ==
 
If you have chosen a form for auto classification in Step 2, bxp needs to know which email address field in the form to match against. Simply select the email address field from the drop down list of fields available. Text box, email address and a select number of other fields will be available using their field mapped names.
 
 
For example an email comes in from philip.lacey@allnone.ie, how does bxp know which account to match this against? By choosing the field in your contacts form (chosen as option 2) that contains the email address, bxp can make the link.
 
If This is again an autoclassification. In Option 2, you have 've chosen a work distribution of Portfolio in Option 3, then bxp needs to know WHO is portfolio owner of the recordform with all your contacts. This is In that form you have a field of (a Staff List type "staff": Staff, Staff Active, Staff Cost Centre), in the same form as you chose in Step 2which says, this user owns / is responsible for this account
If you have chosen a work distribution type of Portfolio in Option 3, then bxp needs to know WHO is portfolio owner of the record. Choose the field from the form chosen in Option 2 and bxp will be able to match incoming mails to the proper owners.
== Start loading ==
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