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Email Endpoints are available in PhixFlow version 11.3+

What is an Email Endpoint?

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Email Endpoint Properties
Email Endpoint Properties
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How does an Email Endpoint work?

  1. An An Email Account (s) must be set up in your application to receive incoming emails. See Email Account Integrationfor an example.
    1. The email account setup must include:
      1. Type: choose Inbound
      2. On Email Received: choose Trigger an email endpoint actionflow
      3. Email Endpoint Action: choose your
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  2. To save the emails, a
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    must be created with appropriate attributes for the headers on the incoming emails, e.g. id, from, to, cc, subject, body, folderId
  3. To allow PhixFlow to save attachments, a
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    must be created
  4. The above Table and File Table must have a relation on an ERD, see Relationship
  5. Upon receiving an email, the
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    will run and perform the action(s) as specified within the Email Endpoint Actionflow, such as saving each incoming email as a record in a table 
    1. If saving to a table, each received email saves as a seperate separate record

Creating an Email Endpoint

Email endpoints must be made using the specific option on the 

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 homepage to ensure the set of predefined input parameters are configured on the 
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incoming connection point.

  1. Create a new
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     on the 
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    homepage using the  option
  2. Set a unique name and provide a useful description
  3. Configure the endpoint to perform the required tasks on receiving of incoming emails, for example, save all records to a  Insert excerpt_tables_tablesnopaneltrue, see Save Action ConfigurationAdditional attributes can be added to the 
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    connection point which will obtain the value from a header with the same name on the incoming email(s) 
    1. Note: Any '-' characters are removed from the name and the names are case insensitive 
  4. Configure the endpoint to perform the required tasks on receiving of incoming emails, for example, save all records to a 
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    , see Save Action Configuration
    1. If saving any of the attributes with a Type of Structured Data, a 
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      action can be used between the
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      and 
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      action to convert these incoming values into a format that can be saved by PhixFlow
      1. For each attribute, use the listToString function
Note

Email Endpoints cannot contain 

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actions, output connection points, lookups or phases.

Saving Attachments

Attachments can be saved in a separate 

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.

  1. On the Email Endpoint, click
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    in the toolbar to open the settings on the right
    1. For the full Properties list, see Email Endpoint Properties
  2. In the Basic Settings, in the Save Attachments to field, set the File Table that incoming email attachments should be saved to

    1. A new
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      can be created by clicking the
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       icon or choose an existing table using the
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      icon or selecting from the drop down list
      .
      1. When creating a File Table to save attachments to, a folderId attribute is automatically created
Note

If the Email Endpoint fails, any incoming attachments will still be saved to the specified

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.

If no location is specified in the Save Attachments to field, attachments will not be saved.

Linking Emails and Attachments

The folderId attribute that is automatically created on new

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s is used to link an email to its attachments.

  • After receiving an incoming email with attachments:
    • A value will generate for the folderId attribute on the
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       where the email records are saved for each email received
    • value will generate for the folderId attribute on the
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       where the email attachments are saved for each email received

Displaying Emails

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  • A grid view is created backed by the correspondence table. This includes the summary, date and a count of the records in myFiles by using the collectionId relationship.

  • Double clicking on the grid opens a view screen.

    • The body of the email is shown in an html editor

    • A view backed by the correspondence record adds columns from myFiles via the relationship, this includes the name, size and preview image

    • A gallery is included in edit mode. It is backed by the correspondence.collectionId.

      • Dropping new files on the gallery will upload the files and create a new myFiles entry using the same collectionId.

      • Deleting entries in the gallery will remove the colllectionId value from the filetable record.

      • If all the files are removed the corrsespondence.collectionId value is cleared when the record is saved.

Emails can be displayed using a

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view.  

Worked Example

Coming Soon.

If you require further support on this topic, please contact PhixFlow Support via the 

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 ChatBot, available in Image Modified Design Mode from the system controls in the top right of PhixFlow.