Extracting data from tables in emails
Planfix is able to parse data from HTML tables into infoblocks in emails:
Data extraction is configured in email rules:
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Setup
- Receive an email in Planfix.
- Copy the address of the task created from the URL bar in your browser or directly from Planfix.
- Configure an email rule.
- Use testing to find the table number of the table table to be parsed.
- Add the necessary infoblocks and other operations, and save the rule.
- Send another test email and make sure the parsing is working correctly.
Please note that there are several methods of extracting data from rows in an HTML table:
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*Table index number — corresponds to the location of the
tag in the HTML *All contents — use this to make sure you're in the right table, since email layouts are often also tables, which can make it more difficult to find the correct number *All rows — use this if you want to create a data tag entry from table data *Last row — use this to get a summary value from a table *Specific column and row — use this when the data you need, such as a name or phone number, is in a specific cell in a table/Example
Let's take a look at an example that extracts an order number from a specific column and row:
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The email rule should look like this:
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Important
Sometimes data in a table is stored in a separate table made up of one field within a cell, instead of just in the cell, resulting in a table inside a table cell. This doesn't look different from a regular table, but it's actually two unrelated tables. When this happens, extracting data by row can be difficult. Keep this in mind when extracting data.