Creating and editing rules: Difference between revisions

Latest revision as of 08:24, 22 November 2024

You can create a rule for processing emails using the New rule button in the tools panel in a virtual email address (or project email address or employee external email address):

The window for creating a rule looks as follows:

How rules work

The following happens when an email is received by an email address with a configured rule:

A check is done to see if the email meets all the trigger conditions specified in the rule.
If it does, data is extracted from the email to be entered into Planfix.
The main action is completed: a task or contact is created, or a comment is added to a task.
Additional actions specified in the rule are completed. The object created is populated with the data from the email.

Email processing rule window

To make rule configuration easier, the rule window is broken out into four sections, which correspond to the processing steps described above:

Logging rule versions

When mail processing rules are modified, previous versions are saved. To view other versions, click on the date of the most recent rule parameter change.

Important

If an email meets the conditions of multiple rules at once, it will be applied according to a specific algorithm when the email is processed.
The interface for creating and editing email processing rules launched in November 2019. It allows you to use all the operations available in scripts. Before rules were introduced, an old system was used, which continues to be supported for reverse compatibility. In the future, access to the old system may be restricted for new users.

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-Creating and editing rules is standard for Planfix:
+{{#seo:
+|title=Creating and editing rules
+|titlemode=append
+|keywords=planfix, rules, email, tasks
+|description=Creating and editing rules
+}}
+You can [[Rules for creating tasks by email | create a rule for processing emails]] using the '''New rule''' button in the tools panel in a [[Virtual email addresses | virtual email address]] (or [[Project email addresses | project email address]] or [[Assigning tasks by email | employee external email address]]):
-*All the rules that apply to the employee are listed in his/her user card, in '''Rules for tasks from email'''
+https://s.pfx.so/pf/Gd/vd9QQI.jpg
-* The rule is created by clicking the '''New Rule''' button on the toolbar
-* To edit the rule, you need to mark it in the list and click the '''Edit''' button on the toolbar
+The window for creating a rule looks as follows:
-The interfaces for creating and editing rules are identic:
+https://s.pfx.so/pf/JN/ZF2mYX.jpg
+==How rules work==
-* At the top, you need to write '''Name''' of the rule that will help you easily understand what it is about when you are on the rules list
+The following happens when an email is received by an email address with a configured rule:
-* Then you need to specify a condition ('''If:'''), to which the processed message must correspond to apply the rule
+*A check is done to see if the email meets all the trigger conditions specified in the rule.
-* If the condition is met, the system will perform one of the actions you have selected:
+*If it does, data is extracted from the email to be entered into Planfix.
+*The main action is completed: a task or contact is created, or a comment is added to a task.
-https://pic.planfix.ru/pf/w8/dGftLk.jpg
+*Additional actions specified in the rule are completed. The object created is populated with the data from the email.
+==Email processing rule window==
-*If the option "Use template" is selected, in addition to selecting the basic task template, you can specify any number of additional parameters. Each new parameter is added with the link '''Add action'''
+To make rule configuration easier, the rule window is broken out into four sections, which correspond to the processing steps described above:
+*[[Email rules: Trigger conditions | 1. Trigger conditions]]
-'''Possible conditions:'''
+*[[Email rules: Extracting data | 2. Data extraction]]
-*[[Includes text]]
+*[[Email rules: Main operation | 3. Main operation]]
-*[[Includes word with tag]]
+*[[Email rules: Additional operations | 4. Additional operations]]
+==Logging rule versions==
-'''Possible actions:'''
+When mail processing rules are modified, previous versions are saved. To view other versions, click on the date of the most recent rule parameter change.
-*[[Select project from the list]]
+https://s.pfx.so/pf/qZ/ODlCs3.jpg
-*[[Select project by word following the tag]]
+==Important==
-*[[Add assignee]]
+*If an email meets the conditions of multiple rules at once, it will be applied [[Overlapping rules for processing emails | according to a specific algorithm when the email is processed]].
-*[[Add to task description]]
+*The interface for creating and editing email processing rules launched in November 2019. It allows you to use all the operations available in [[scripts]]. Before rules were introduced, an old system was used, which continues to be supported for reverse compatibility. In the future, access to the old system may be restricted for new users.
-*[[Select assignee by word following the tag]]
-*[[Select task owner]]
-*[[Set date of task beginning]]
-*[[Set date of task finish]]
-*[[Delete word with the tag]]
-*[[Delete everything starting from the tag]]
-*[[Do not create task]]
-'''Important notice'''
-Please, pay attention: all texts processed by the rules are case sensitive. That is, the letter with the text "Order" will not fall under the rule, in the condition of which the text "order" is indicated. In order for the letter to work out in both cases, you will have to create a separate rule for each of them.

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