Configuring Contextual Section Constraints - WorkView Integration for Microsoft Outlook - English - Foundation 22.1 - OnBase - Premier - external - Premier

WorkView Integration for Microsoft Outlook

Platform
OnBase
Product
WorkView Integration for Microsoft Outlook
Release
Foundation 22.1
License
Premier

To configure a constraint:

  1. In the Contextual Section Configuration dialog box, click Add next to Constraints. The Constraint Configuration dialog box is displayed.
  2. Select the Email Field from the drop-down list that you want to constrain to an attribute.

    If you map using From ( SMTP Address ), the attribute value must successfully meet the constraints in relation to the entire e-mail address of the sender of the e-mail.

    If you map using From Domain, the attribute value must successfully meet the constraints in relation to the domain name of the sender of the e-mail. For example, if the e-mail address is username@company.com, the value is compared to company.com.

    If you map using From Username, the attribute value must successfully meet the constraints in relation to the username of the sender of the e-mail. For example, if the e-mail address is username@company.com, the value is compared to username.

  3. Select the Operator you want to use to compare the Email Field value to the attribute value of an object.
  4. You can use the parentheses check boxes to group constraints together for advanced constraint grouping. Also, you can use a Connector(OR/AND) to further define how constraints should be used in conjunction with one another.
  5. Select an Attribute to constrain the results to. This is a WorkView attribute.
    Note:

    Only attributes that are configured on a view that you have rights to are available for selection.

  6. Click OK.
  7. Repeat steps 1 to 6 for each constraint you want to add.
  8. Click Save when done.