Contains word with label
With these conditions, you can set your own labels and process emails with them according to certain rules. While these conditions are similar to those for Contains text, labels allow for more flexibility.
You can create your own set of labels, each of which denotes a particular type of object.
- If the Email subject contains a word with the label #, then Select the project with the labeled word;
- If the Email subject contains a word with the label ~, then Select the assignee with the labeled word;
- If the Email subject contains a word with the label %, then Set the task due date according to the labeled word
Once the rules have been set for your labels, you can add the labels to emails sent to a Planfix email address. Planfix will analyze the labels and set the fields you defined for the task created. In the rules, you define only the labels themselves. You can set the words after them as you wish, as long as Planfix can clearly identify what you meant.
As an example, imagine that you entered the rules above and then sent an email with the labels to your address in Planfix. This is how they will be processed:
- #Energy - Planfix will find the project that contains the word "Energy" in its name and create a task in it.
- ~John - Planfix will add the employee whose first or last name contains "John" to the assignees of the task
- %21-12-2012 - Planfix will set the task due date to December 21, 2012
The main advantage to this method is that labels that are set once will work for all objects, including those created in the future. Let's say you have a new employee with the surname Bob. Right away, you can set them tasks by email if you add "@Bob" to the email subject
- Labels can be any length and are not restricted to just one symbol. For instance, this lets you set elements of email formatting from other systems as labels, when the data you need comes after the formatting elements.
- It's a good idea to add an additional "Delete word with label" action to your label rules. Tasks look more polished without traces of your label rules, and this sort of "cleans them up."