Add New Event Service Screen > Incoming Email Screen

Starts a process when an email account receives an email message.

Figure: Add New Event Service > Incoming Email screen

Add New Event Service Incoming Email screen

Examples

Good to Know

  • This feature is not available for AgilePoint OnDemand.
  • The Event Service AgileConnector must be added via the AgilePoint Server Configuration utility before using the Event Service.

How to Start

  1. In Manage Center, click System System icon > Events Service.

    Open Event Service screen
  2. On the Events Service screen, click Add Event Service Add Event Service icon
  3. On the Add New Event Service Screen > Select Type of Event Service, select Incoming Email.
  4. Click Next.
  5. On the Add New Event Service screen, complete the fields ​as necessary.
  6. Click Next.

Fields

Field NameDefinition

Choose an existing Mail Server / Configure New Mail Server

Description:
Specifies whether to use an e-mail server that is already configured to receive e-mails.
Allowed Values:
  • Choose an existing Mail Server - Selects an e-mail server from the current list.
  • Configure New Mail Server - Starts configuration for a new e-mail server.
Default Value:
Configure New Mail Server

Mail Server

Description:
Specifies they type of e-mail server that receives incoming e-mail.
Allowed Values:
  • MS Exchange
  • POP3
  • IMAP
  • EWS
  • Microsoft 365
Default Value:
POP3
Accepts Variables:
No

Exchange Server Name

Description:
Specifies the URL for your email server.
To Open this Field:
  1. Select MS Exchange.
Allowed Values:
A valid email server URL.
Default Value:
None

IMAP Server Name

Description:
Specifies the host name or IP address of the IMAP4 server.
To Open this Field:
  1. Select IMAP.
Allowed Values:
  • A valid host name or IP address for your IMAP4 Server.
Default Value:
None

POP3 Server Address

Description:
Specifies the IP address of the POP3 server.
To Open this Field:
  1. Select POP3.
Allowed Values:
  • A valid IP address for your POP3 server.
Default Value:
None
Example:
Refer to:

Exchange Web Service URL

Description:
Specifies the URL for your email server.
To Open this Field:
  1. Select EWS.
Allowed Values:
A valid email server URL.
Default Value:
None

Microsoft 365 Service URL

Description:
Specifies the URL for your Microsoft 365 server.
To Open this Field:
  1. Select Microsoft 365.
Allowed Values:
A valid Microsoft 365 server URL.

The standard URL for Microsoft 365 is this:

https://outlook.office365.com/EWS/Exchange.asmx

Default Value:
None

Use Shared Mailbox

Description:
Specifies whether to use a shared mailbox to start a process when a shared email account receives an email.
To Open this Field:
  1. On the Add Incoming Email Event screen, select Office 365 or EWS.
Allowed Values:
  • Selected - Uses a shared mailbox to start a process when a shared email account receives an email.
  • Deselected - Does not use a shared mailbox to start a process.
Default Value:
Deselected
Limitations:

This field is available in these releases:

Shared Email Address

Description:
Specifies the shared email address.
To Open this Field:
  1. On the Add Incoming Email Event screen, select Office 365 or EWS.
  2. Select Use Shared Mail Box.
Allowed Values:
One line of text (a string) in email address format.
Default Value:
None
Limitations:

This field is available in these releases:

Port

Description:
Specifies the port number which is configured to communicate with your server.
Allowed Values:
  • A valid port number.
Default Value:
None

Require SSL

Description:
Specifies if the server uses an SSL encrypted connection.
Allowed Values:
  • Selected - The server can use an SSL connection.
  • Deselected - The server does not use an SSL connection.
Default Value:
Deselected

Name

Description:
Specifies a name of the server to associate with an e-mail event.
Allowed Values:
A valid server name.
Default Value:
None
Example:
Refer to:

Account

Description:
Specifies account name of the user to associate with an e-mail event.
Allowed Values:
A valid user account name.

If you are using Exchange Server running in EWS mode, the user name can be in the format domain\username.

Default Value:
None
Example:
Refer to:

Password

Description:
Specifies the password for your email server.
Allowed Values:
One line of text (a string).

Not Accepted:

  • Spaces
Default Value:
None
Example:
Refer to:

Test

Function:
Verifies whether the specified account credential is valid.

Incoming E-mail Filter Options

Description:
Filters the incoming e-mail based on the sender name.
Allowed Values:
  • Selected - Filters the incoming e-mail based on the sender name.
  • Deselected - Does not filter the incoming e-mail.
Default Value:
Deselected

Check for new messages every

Description:
Does a check for new messages in the e-mail account each specified minute.
Allowed Values:
  • Selected - Does a check for new message in the e-mail account for each specified minute.
  • Deselected - Does not do a check for new messages.
Default Value:
Deselected

Leave Mail on Server

Description:
Stores the e-mail on specified server.
Allowed Values:
  • Selected - Stores the e-mail on server.
  • Deselected - Does not store the e-mail on server.
Default Value:
Deselected

Process Mails With Empty Mailbody

Description:
Specifies whether to start a process when the specified email account receives an email with no content in the email body.
Allowed Values:
  • Selected - Starts a process if the incoming email is blank.
  • Deselected - Does not start a process if the incoming email is blank.
Default Value:
Deselected

Allow Duplicate Attachments

Description:
Specifies whether to start a process when the specified email account receives an email with more than one file attachments with the same name.
Allowed Values:
  • Selected - Starts a process when the received email has more than one file attachments with the same name.
  • Deselected - Does not start a process when more than one file attachments have the same name.
Default Value:
Deselected
Limitations:
Email attachments can only be used in AgilePoint NX OnPremises or AgilePoint NX PrivateCloud. For information about how to transmit files with emails in AgilePoint NX OnDemand (public cloud), refer to Why Are E-mail Attachments Disabled in AgilePoint NX OnDemand?.

Notify Admin On Exception

Description:
Specifies whether to send an email notification to the AgilePoint System Account when an error occurs.
Allowed Values:
  • Selected - Sends an email notification to the AgilePoint System Account when an error occurs.
  • Deselected - Does not send email notifications when an error occurs.
Default Value:
Deselected

Sender

Description:
Specifies a variable that stores the sender of the e-mail that starts a process instance. This variable name is entered as plain text or Xpath.

When the specified e-mail account receives an e-mail, the data associated with this variable is stored. It can then be used in the process with the specified variable.

Allowed Values:
  • One line of text (a string) that can have spaces.
  • A valid Xpath to a node in your AgilePoint schema. Do not include the characters, ${}.
Default Value:
None
Example:
  • Sender - An example of the variable name format. The variable names can include spaces
  • /pd:AP/pd:formFields/pd:Sender - An example of an Xpath in the process schema

Email Subject

Description:
Specifies a variable that stores the subject of the e-mail that starts the process instance. This variable name is entered as plain text or Xpath.

When the specified e-mail account receives an e-mail, the data associated with this variable is stored. It can then be used in the process with the specified variable.

Allowed Values:
  • One line of text (a string) that can have spaces.
  • A valid Xpath to a node in your AgilePoint schema. Do not include the characters, ${}.
Default Value:
None
Example:
  • Email Subject - An example of the variable name format. The variable names can include spaces.
  • /pd:AP/pd:formFields/pd:EmailSubject - An example of an Xpath in the process schema.

Mail Body

Description:
Specifies a variable that stores the body of an e-mail that starts a process instance. This variable name is entered as plain text or Xpath.

When the specified e-mail account receives an e-mail, the data associated with this variable is stored. It can then be used in the process with the specified variable.

If the message body does not have content, the value of this variable is null.

Allowed Values:
  • One line of text (a string) that can have spaces.
  • A valid Xpath to a node in your AgilePoint schema. Do not include the characters, ${}.
Default Value:
None
Example:
  • Email Body - An example of the variable name format. The variable names can include spaces
  • /pd:AP/pd:formFields/pd:EmailBody - An example of an Xpath in the process schema

Attachment Location

Description:
Specifies a folder to store email attachments for the email event service on the AgilePoint Server machine.

This folder is used if an email that starts a process instance has file attachments.

Allowed Values:
  • An absolute path with a folder name - Specifies the full path on the AgilePoint Server machine where email attachments are stored for the email event service. You can specify the absolute path with the folder name. If this folder does not exist, the event service creates the folder, and its parent folders in the path, the first time a process instance is created with the event service.
  • A string that can include spaces - If you enter a text string, this specifies the folder name only. In this case, the folder is created in the path C:\Windows\System32\[specified folder name] on the AgilePoint Server machine.

    If this folder does not exist, the event service creates the folder the first time a process instance is created with the event service.

Default Value:
None
Example:
  • C:\Event Service\My Attachments - When the email event service starts a process instance, the file attachments for the email that starts the process are stored in the specified path on the AgilePoint Server machine. If the path does not exist, the Event Services creates any folders in the path that do not exist.
  • My Attachments - When the email event service starts a process instance, the file attachments for the email that starts the process are stored in the folder C:\Windows\System32\My Attachments. If the My Attachments folder does not exist, Event Services creates this folder under the default path, C:\Windows\System32.
Limitations:
Email attachments can only be used in AgilePoint NX OnPremises or AgilePoint NX PrivateCloud. For information about how to transmit files with emails in AgilePoint NX OnDemand (public cloud), refer to Why Are E-mail Attachments Disabled in AgilePoint NX OnDemand?.

Enable Incoming Email Event

Description:
Specifies if the incoming e-mail trigger is active.
Allowed Values:
  • Selected - The incoming e-mail trigger is active.
  • Deselected - The incoming e-mail trigger is not active.
Default Value:
Deselected

Done

Function:
Saves the configuration of the incoming e-mail event.