Creating and editing rules: Difference between revisions

Revision as of 06:35, 22 March 2021

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:

1. Trigger conditions 2. Data extraction 3. Main operation 4. Additional operations

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:
+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):
-*All the rules that apply to the employee are listed in his/her user card, in '''Rules for tasks from email'''
+<screenshot>
-* 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:
+<screenshot>
-* 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
-* Then you need to specify a condition ('''If:'''), to which the processed message must correspond to apply the rule
+==How rules work==
-* If the condition is met, the system will perform one of the actions you have selected:
+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.
-https://pic.planfix.ru/pf/w8/dGftLk.jpg
+==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:
+. [[Trigger conditions]]
+. [[Data extraction]]
+. [[Main operation]]
+. [[Additional operations]]
-*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'''
+==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.
-'''Possible conditions:'''
-*[[Includes text]]
-*[[Includes word with tag]]
-'''Possible actions:'''
-*[[Select project from the list]]
-*[[Select project by word following the tag]]
-*[[Add assignee]]
-*[[Add to task description]]
-*[[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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