Email Sync

<< Click to Display Table of Contents >>

Navigation:  »No topics above this level«

Email Sync

Overview of Email to List Item Sync

Settings of Email Sync App

clip0125

1.Details about Home Page

clip0126

Creating and Defining Email To List Item:

1.The New Setting page is used to create new Configuration.

clip0127

2.From the Above Image

oSharePoint List

clip0128

This Dropdown is used to select the Target List, which is used to store the Emails Converted to List Items.

oField Mapping
This Section is used to Map Email Fields to the SharePoint Columns.

From

clip0129

The Above Field is used to Map the “From” Field of the Email to a selected SharePoint Column.

SharePoint Column Type: The Selected Column must be of Person or Group type Column.

Subject

clip0130

The Above Field is used to Map the “Subject” Field of the Email to a selected SharePoint Column.

SharePoint Column Type: The Selected Column must be Single Line Text type Column.

Body

clip0131

The Above Field is used to Map the “Body” Field of the Email to a selected SharePoint Column.

SharePoint Column Type: The Selected Colum must be Multi Line Text type Column.

Importance

clip0132

The Above Field is used to Map the “Importance” Field of the Email to a selected SharePoint Column.

This Field is Optional Field.

SharePoint Column Type: The Selected Column must be a Choice Column with High, Normal and Low as Choices.

Recipients (To)

clip0133

The Above Field is used to Map the “Recipients (To)” Field of the Email to a selected SharePoint Column.

This Field is Optional Field.

SharePoint Column Type: The Selected Column must be of Person or Group type Column.

Recipients (Cc)

clip0134

The Above Field is used to Map the “Recipients (Cc)” Field of the Email to a selected SharePoint Column.

This Field is Optional Field.

SharePoint Column Type: The Selected Column must be of Person or Group type Column.

Received Date

clip0135

The Above Field is used to Map the “Received Date” Field of the Email to a selected SharePoint Column.

SharePoint Column Type: The Selected Column must be of Date and Time type Column.

Copy Attachments

clip0136

The above Field is used to map the “Attachments” Field of the Email to a selected SharePoint Column.

This Field is Optional Field.

SharePoint Column Type: The Selected Column must be of Yes/No type Column.

 

Connection Settings for the Microsoft Exchange Server

Information in this section needs to be filled on creation and update of the Configuration

clip0137

The above Credentials need to be provided to access Exchange to get Emails for conversion

Email Filter Settings

This Section provides flexibility to Filter Emails by applying conditions. Only the Filtered Emails will be converted into List Items.

This Section is Optional.

Subject Only Filter

clip0138

Contains

Does not Contains

Starts with

Does not Start with

Pattern

From Addresses only Filter

clip0139

Allowed

Blocked

Domain only Filter

clip0140

Allowed

Blocked

All the three Filters can be used in a Combination by checking the radio button as below, i.e. the Email will be converted only when all the above Filters are evaluated to true.

clip0141

License Details

clip0142

3.Save Settings