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Configuring E-mail Receiving

Table of Contents

Use Case

The CMW Platform can send and receive e-mail messages with any data: requests, inquiries, etc.

In this article, we will set up the e-mail connection and communication route to receive and parse requests in a business process.

Instructions

  1. Create a new E-mail receiving connection. Specify the e-mail server and account to receive the requests.
    Note: Each unread message in this e-mail account will be processed and marked as read.
  2. Create a new Incoming messages communication route.
    • On the Main properties tab:
      • Select the Connection, created in Step 1.
      • Select a Process to execute upon receiving an e-mail message.
        • To use one e-mail account for one request type (e.g., new requests only), specify the corresponding business process.
        • To use one e-mail account for different request types or subsequent responses, create an intermediate process that will handle them.
      • Based on your use case select the Route target
        • To process all messages as new requests, select New process instance.
        • To parse subsequent responses for existing requests and send the data further to a pending process, select Existing process instance.

          Example of an intermediate process to handle new requests and subsequent responses

          Example of an intermediate process to handle different new requests and subsequent responses

    • On the Message attributes tab, specify the attributes to store the incoming e-mail message elements:
      • From address
      • From name
      • To address
      • To name
      • Subject
      • Body
      • CC address
      • CC name
      • BCC address
      • BCC name
      • Attachments

Mapping e-mail elements to the CMW Platform attributes

Mapping e-mail elements to the CMW Platform attributes

  1. On the process diagram, create or select a Receive message start event.
    • On the Advanced tab, select the communication route created in Step 2.
    • On the Input mapping tab, map the record template attributes to the e-mail message attributes.

Mapping the record template attributes to the e-mail message attributes

Mapping the record template attributes to the e-mail message attributes

Note: Using the CMW formula or N3 language expressions and scenarios, you might need to parse the e-mail subject line, body, or other elements (e.g., to determine the request type or decide if the message is a new request or a response regarding an existing one).