Email Endpoints are available in PhixFlow version 11.3+
What is an Email Endpoint?
Email Endpoints are a type of Actionflow that run in response to an incoming email and can read data into tables. They include the ability to handle attachments and save these to a file table.
How does an Email Endpoint work?
An Email Account(s) must be set up in your application to receive incoming emails
The email account setup should be:
Type: choose Inbound
On Email Received: choose Trigger an email endpoint actionflow
Email Endpoint Action: choose your Email Endpoint
If the emails are to be saved, a Table must be created with appropriate attributes for the incoming emails, e.g. id, from, to, cc, subject, body, folderId
To allow PhixFlow to save attachments, a must be created
The above Table and File Table must be related, see Relationship
Upon receiving an email, the Email Endpoint will run and perform the action(s) as specified with the Email Endpoint Actionflow, such as saving each incoming email as a record in a table
If saving to a table, each received email saves as a seperate record
Creating an Email Endpoint
Email endpoints must be made using the specific option on the Actionflow homepage to ensure the set of predefined input parameters are configured on the incoming connection point.
Create a new Email Endpoint on the Actionflow homepage using the option
Set a unique name and provide a useful description
Configure the endpoint to perform the required tasks on receiving of incoming emails, for example, save all records to a Table
Note: Email Endpoints cannot contain Open Screen actions
Saving Attachments
Attachments can be saved in a seperate .
Click Properties in the Actionflow toolbar to open the settings for the Email Endpoint on the right
In the Basic Settings, in the Save Attachments to field, set the File Table that incoming email attachments should be saved to
Create a new File Table by clicking the icon or choose an existing table using the icon or selecting from the drop down list.
When creating a File Table to save attachments to, a folderId attribute is automatically created
This attribute will also populate on the Tablewhere the email records are saved to for each email received and is used to link the attachment(s) saved in the File Table to the email fields (e.g. id, from, to, cc, subject, body, folderId) saved in the Table
If the Email Endpoint fails, any incoming attachments will still be saved to the specified File Table.
If no location is specified in the Save Attachments to field, attachments will not be saved.
If you require further support on this topic, please contact PhixFlow Supportvia the ChatBot,available inDesign Mode from the system controls in the top right of PhixFlow.