Create an inbound email action
Create inbound email actions to define the actions that the system takes when an email is received.
Before you begin
Role required: admin
Procedure
Navigate to All > System Policy > Email > Inbound Actions.
Select New.
Fill in the fields as described in the table.
Note: You might need to configure the form to see all fields.
| Field | Description |
|---|---|
| When to run | |
| Name | Enter a descriptive name for this email action. |
| Target table | Select the table where the action adds or updates records. |
| Action type | Select the type of action the instance takes. Select Record Action to modify a record in the instance, or select Reply Email to have the instance send an email back to the source of the inbound email. |
| Active | Select the check box to activate the inbound email action. Clear the check box to disable the action. |
| Stop processing | Select this check box to help prevent the system from running additional inbound email actions after this action runs. |
| Redact sensitive data | Select this to mask sensitive data such as personal details, SSN, credit card details.Note: Available only when Sensitive Data Redaction for Inbound Emails plugin is activated. |
| Type | Select the message type required to run the action. The action runs only if the inbound email is of the selected type. Available types are:- New: An email that is not recognized as a reply or forward. - Reply: An email with a watermark with an In-Reply-To email header, or whose subject line begins with a recognized reply prefix. - Forward: An email whose subject line begins with a recognized forward prefix, even if the email also contains a watermark or In-Reply-To header. Note: By default, inbound emails of the Forward type always generate new incidents regardless of the presence of a watermark. If this behavior doesn’t match your business logic, you can change the recognized reply and forward prefixes to treat forwards like replies. |
| Required roles | Specify required roles that the sender must have to trigger the inbound action. |
| Order | Enter a number that specifies when this inbound action runs relative to other inbound actions that use the same target table. The instance processes the action with the lowest order number first. |
| From | Select the user required to run the action. If a user is selected, the action runs only when the email sender matches the user name. Leave this field empty to perform the action for all users.Note: If the selected user is later archived or deleted, the restriction is removed and anyone can trigger the inbound email action. |
| Condition | Specify the condition that must evaluate to true to trigger the inbound action. Build a condition with the choice lists or enter a statement that determines when the inbound email action runs. For example: |
| Actions | |
| Field actions | This field appears if the Action type is Record Action. Specify how information in the email is inserted into the record. For example, select [Created by] [From email] [Sender], so that when the request is inserted, you can see who it is for. |
| Reply email | This field appears if the Action type is Reply Email. compose the email message to send to the source that triggered the inbound email action. |
| Script | Enter the script that the action runs. Typically, this script uses the validators script include and email variables. A template is provided: ``` (function runAction(/GlideRecord/ current, /GlideRecord/ event, /EmailWrapper/ email, /ScopedEmailLogger/ logger) { })(current, event, email, logger); ``` The following objects are available:
|
| Description | |
| Description | Enter a detailed explanation of what this inbound email action does. |
| Other fields | |
| Order | Enter a number to define the order in which this email action should be processed. Actions with lower numbers are processed first. The Ordered Email Processing plugin does not activate this field. |
Parent Topic:Use Inbound email actions