Hi there, we have a process called "Lead registration upon incoming email". I am trying to prevent our IT junk email filter from creating leads in bpm sales. I added an exclusive gateway to the process with the termination condition path being a formula: [#Read Mailbox Email.First item of resulting collection.Sender's email#]=="its@healthefx.us"
Yet leads continue to be created when an email comes into the inbox with its@healthefx.us as the sender. Can anyone suggest what I'm missing or have done incorrectly? or is there an easier way to accomplish this? I don't know if this is a standard process, I believe a third party may have developed this process for us.
I've also tried using the "ActivityEmailFrom" process parameter which reads the "From" column in the activity with the formula [#Check the "To" email address.First item of resulting collection.From#]=="its@healthefx.us" and that did not work either.
Any suggestions?
Like
Maybe the From address is coming in like something formatted as "<IT Department> its@healthefx.us" instead of just the exact string of "its@healthefx.us". Or possibly it is coming in with upper case letters? Maybe try changing your formula to this?
[#Read Mailbox Email.First item of resulting collection.Sender's email#].ToLower().Contains("its@healthefx.us")
Ryan
Mitch Kaschub,
Hmm. Maybe try turning on tracing for the process to see what the parameter values look like? https://academy.bpmonline.com/documents/technic-bpms/7-13/how-trace-pro… (be sure not to leave this on for too long since it can impact performance). Or look at the data in the table. This might give some clues to what the value looks like and you can adjust your formula accordingly.
Sounds like a great suggestion! Thank you. I was wondering how you can view how the values are coming through. I'll review that article and set up tracing.
As far as the table, I am on the cloud and have "SQL query console" to view it, but how do I find what the name of the table to view is?
Ryan Farley,
I feel like I am very close. I found the value I am looking for in the tracing as "Sender" however I cannot quite get the formula for my conditional flow right. Could you suggest how to format my formula? Here are screenshots of how I tried to write the formula and the errors I am receiving with those:
If I use:
[#Check the “To” email address.First item of resulting collection.Sender#]=="Information Technology Services <its@healthefx.us>"
If I use:
[#Check the “To” email address.First item of resulting collection.Sender Contact#]=="Information Technology Services <its@healthefx.us>"
Mitch Kaschub,
The "Sender" property has a title of "From". Do you see that in the list? That is the one you want.
Ryan
Ryan Farley,
Yes, I've tried that too and still the issue persists, the conditional gateway is not being satisfied. Here is the formula I tried using "From". It let me save, however this email address is still creating leads.
[#Check the “To” email address.First item of resulting collection.From#]=="Information Technology Services <its@healthefx.us>"
Ryan Farley,
I think I finally got it, my last formula needed the "; " added to the end of the email address. Now that I've added that, it seems to have worked correctly on an email this morning from its@healthefx.us and terminated the process instead of creating the lead. Thanks for your help!