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Entering email information in the Email Wizard

Specify whether you want to configure an email service implementation that receives an email and creates and manages a work object or an email account that manages inbound and outbound correspondence.

Configuring an email account that receives email and creates or manages a work object

ClosedTo create an email service implementation that allows users to create and manage work objects, complete the following steps:
  1. From the What would you like to do? list, select Receive an email and create/manage a work object.
  2. From the What is the class of your work type? list, select the class of the work item that you want to create.
    3. ClosedWhen you create email accounts for a case:

    • To configure a particular case type for which users to approve, reject, or take another action on a case by using an email, select the class of the case type.

      • Note:  You can configure an email account that is used to enable email approval on all case types in your application or on only one case type. However, because you can have only one email account in your application for Case Management notifications, if you want to enable email approval on other case types, you must an additional application additiona or each case type.

    • To allow users to approve, reject, or take another action on a case by email for all of the cases in your application, select the class of your work pool.

    • To allow users to create new cases for a case type by using an email, select the class of the case type.

      • Note: Users can create cases for only one case type in an application. Therefore, if you want users to create cases for more than one case type, you must create an application and email account for each case type.

  3. From the What is your starting flow name? list, select the flow that you want to use to create the work item. The list displays the flows that can create work items and apply to the work class or a class that inherits the work class.
    4. ClosedWhen you create email accounts for Case Management:
    • If users can only approve or reject cases by email, you can select any flow as the starting flow.
    • If users can create cases by email, select pyStartCase or, if you have renamed it, select your starting flow.
  4. Select the Would you like to create work? check box so that users can create new work objects with the selected starting flow.

    5. For example, if you are allowing users to create new cases for a case type or enabling email approval, select this check box.

  5. From the What is your organization? list, select the organization that is associated with the work item.
  6. In the What Ruleset? field, select the ruleset that contains the generated email service rule. This ruleset applies to the work class.
  7. In the What RuleSet Version? field, select the version of the ruleset for the generated email service rule.
  8. Click Next to configure the email listener. See Configuring the email listener in the Email Wizard.

Configuring an email account

ClosedTo create an account from which to send emails, complete the following steps:
  1. From the What would you like to do? list, select Configure an email account.
  2. Complete one of the following actions:
    • Select the Would you like to use the Default EmailAccount Key? check box if you want to configure the email account named Default. The Default email account sends all Case Management emails unless you configure an email account with the name of your work pool.
    • From the Which workpool will be associated with this EmailAccount? list, select the work pool that is associated with the email account. The Email Wizard creates an email account with this name. This email account is used to send all Case Management emails for cases instead of the Default account.

    Note: You can have only one email account in your application with your work pool name and one account named Default. You should create one email account per work pool and use Default for validation.

  3. Click Next to configure the email account. See Configuring the email account in the Email Wizard.
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