Adding Conditions to a Rule - Mailbox Importer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Mailbox Importer

Platform
OnBase
Product
Mailbox Importer
Release
Foundation 23.1
License
Standard
Premier

After a rule is created, you must apply conditions to the rule. Conditions allow a rule to interpret incoming emails and attachments.

Rules can interpret incoming emails and attachments by performing text comparisons based on the value entered for the condition. The following are exceptions for text comparisons when using conditions:

  • The values of a condition are compared to text in incoming emails and attachments as case-insensitive.

  • The values of a condition are compared to text in incoming emails and attachments as independent of culture. For example, depending on the natural language in which your environment is configured, any specific text comparison rules attributed to the selected language are not used in the text comparison.

To add a condition to a rule:

  1. In the Configuration module, select Import | Mailbox Importer | Rules. The Rules dialog box is displayed.
  2. From the Rules list, select the rule to which you want to apply conditions and click Conditions. The Conditions dialog box is displayed.
  3. Select an email property Keyword Type from the Keyword column drop-down list at the bottom of the Conditions dialog box.
    The following email properties are available:

    Email Property

    Description

    Attachment Count

    The number of attachments on the email message. This value is stored in the System Keyword Type MAIL Attachment Count.

    Cc

    The display name in the Carbon Copy field. This value is stored in the System Keyword Type MAIL Cc.

    Cc Address

    The email address in the Carbon Copy field. This value is stored in the System Keyword Type MAIL Cc Address.

    Certified

    This property is not supported for use with Mailbox Importer.

    Date Sent

    The date on which the email was sent. This value is stored in the System Keyword Type MAIL Date.

    From

    The display name in the From field. This value is stored in the System Keyword Type MAIL From.

    From Address

    The email address in the From field. This value is stored in the System Keyword Type MAIL From Address.

    Message ID

    The value created when an item is accepted into the mail system (for example, a unique value created for the item within the Exchange server). This value is stored in the System Keyword Type MAIL MessageID.

    Return Path

    This property is not supported for use with Mailbox Importer.

    State

    The read or unread status of the email. OnBase indexes all messages as read, and stores a value of 1. This value is stored in the System Keyword Type MAIL State.

    Subject

    The text in the Subject field. This value is stored in the System Keyword Type MAIL Subject.

    To

    The display name in the To field. This value is stored in the System Keyword Type MAIL To.

    To Address

    The email address in the To field. This value is stored in the System Keyword Type MAIL To Address.

  4. Select an operator from the Operator column drop-down list at the bottom of the Conditions dialog box.

    The following operators are available for all email property Keyword Types:

    • Equal To

    • Not Equal To

    The following operators are available for the To, To Address, From, From Address, Cc, Cc Address, and Subject email property Keyword Types:

    • Contains

    • Begins With

    • Ends With

    The following operators are available for the Attachment Count and Date Sent email property Keyword Types:

    • Less Than

    • Greater Than

  5. Enter a value for the email property Keyword Type in the field below the Value column at the bottom of the Conditions dialog box.
    The value can be an exact measure or a range, depending on the operator selected.
    Note:

    The values of a condition are compared to text in incoming emails and attachments as case-insensitive and independent of culture.

  6. Click Create.
  7. In the Required Conditions section of the Conditions dialog box, select one of the following options:
    • Any Condition Satisfied: Allows you to monitor emails and attachments that satisfy at least one of the conditions specified.

    • All Conditions Satisfied: Allows you to only monitor emails and attachments that satisfy all conditions specified.

  8. To reorder conditions, select a condition and click Move Up or Move Down.
  9. Click Close.