Creating and editing rules: Difference between revisions
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{{#seo: | |||
|title=Creating and editing rules | |||
|titlemode=append | |||
|keywords=planfix, rules, email, tasks | |||
|description=Creating and editing rules | |||
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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]]): | 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]]): | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/Gd/vd9QQI.jpg | ||
The window for creating a rule looks as follows: | The window for creating a rule looks as follows: | ||
https://s.pfx.so/pf/JN/ZF2mYX.jpg | |||
https://s.pfx.so/pf/ | |||
==How rules work== | ==How rules work== | ||
The following happens when an email is received by an email address with a configured rule: | The following happens when an email is received by an email address with a configured rule: | ||
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*The main action is completed: a task or contact is created, or a comment is added to a task. | *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. | *Additional actions specified in the rule are completed. The object created is populated with the data from the email. | ||
==Email processing rule window== | ==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: | To make rule configuration easier, the rule window is broken out into four sections, which correspond to the processing steps described above: | ||
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*[[Email rules: Trigger conditions | 1. Trigger conditions]] | *[[Email rules: Trigger conditions | 1. Trigger conditions]] | ||
*[[Email rules: Extracting data | 2. Data extraction]] | *[[Email rules: Extracting data | 2. Data extraction]] | ||
*[[3. Main operation]] | *[[Email rules: Main operation | 3. Main operation]] | ||
*[[4. Additional operations]] | *[[Email rules: Additional operations | 4. Additional operations]] | ||
==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. | |||
https://s.pfx.so/pf/qZ/ODlCs3.jpg | |||
==Important== | ==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]]. | *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]]. | ||
*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. | *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. | ||
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.