You need to go to the mailbox setup, click on a button new and input your email address. In the pop-up window you need to add a new server. In the new window click on 'New' and choose 'Microsoft Exchange Web Services' option. Here you need to indicate the title of the server and its address. You can clarify the server address with your system administrator. Once the address is added, you may save all the changes and input the email box password.
I have bpmonline 7.13 on local dev system and need to configure Bulk email settings. By default below screen showing (screenshot)
Once I click on button "Check settings" than nothing is happening. I read the documentation but still confusing about this.
For a local dev system, from where we can get below required information like (API key, Bpmonline cloud services connection URL, Domain to receive responses, Auth key) to solve this issue.
I want to send a notification to all users with a specific functional role. I know how to get the list of users with the role from User in role, then get the contacts for the users from User profile. How do I feed the list of contacts or their email addresses to the Send email process element?
Unfortunately as for now there is no way to specify a role in the "Send email" element of the business process. But here is the solution that can fit your needs: you can specify one recipient in "To" field in the business process "Send email" element and on mail-server side you can setup filters which will transfer notification emails to some specific folder and then mail-server can transfer all emails sent to this folder to other mailboxes. And it will fit your business target. But I will notify our R&D team about your question and ask them to develop new logic that allows using roles in "To" field.
Unfortunately, I don't have access to configure anything on the mail server, except my own account. I need to be able to email a collection of users, contacts or email addresses in the process. I could use a section that is a collection of contacts and iterate through it, but that will require maintaining a duplicate set of information, much like maintaining an Outlook distribution list that gets updated manually. Thanks for forwarding the suggestion.
Well, there is another way how you can achieve a target. You can sync the mailbox for notifications with bpm'online. After that you can share access to this mailbox to a functional role needed. You can also specify that the application sync emails only from some particular folder. On mail-server you can create a filter which will put all notifications sent to this mailbox to a folder and as a result all users of this functional role will receive this email directly into the application and they will be able to see it.
The only mailbox I have available is mine, which I do use for sending notifications. I don't have access to change mail server settings, which is handled by IT. It would be a security breach to expose reading emails in my mailbox to other people.
Unfortunately as for now it is the only way to achieve a target: you need to sync another mailbox with the application (not your personal, but some work mailbox that can be used by employees), grant access rights for this mailbox to other system users based on their functional role and use it for reciving notifications. Developing new functionality on this topic demands huge work and changes applied to core features so it is the most easiest way to achieve a target now. Please use a separate mailbox with granting of access to functional role.
I requested an Outlook distribution list that I can manage to send the notifications when the project is live. I'd rather not have to maintain two separate lists, but it will work for now.
Our client cannot create cases from the incoming emails.
Solution
The reason of the issue is that the email was written to one mailbox, but there was a logic on the email server side that all emails were transferred to another mailbox and only after that they were synced with bpm'online via the first mailbox. As a result the second mailbox was a recipient of the email and the incident wasn't created.
We've added the alias to the correspondent mailbox in the "List of mailbox for case registration" and everything started to work as expected.
We have noticed 2 issues with email replies/signatures in our system. The first is if you click reply to an email you're shown code at the start of the email.
And the second, if you change the FROM address it removes everything from the email and replaces it with code.
Solution
The issue is that it was chosen to display not formatted text. The template itself doesn't contain the code, but when you choose to show bare text HTML formatting is shown as well. When we chose to display a formatted text it was displayed correctly. It can be chosen by the left Aa button above the text window.
To get the IMacrosInvokable interface, you have to add it first, by adding source code to the schema of your development package. Please, refer to the paragraph 'Creating the class which implements the IMacrosInvokable interface' of the guide.
Apart from that you can use your own templates that are quite convenient as well. More details are in this article:
If you receive the error 'IMacrosInvokable' could not be found' that means that most likely you are not using the Service application. This guide and functionality are developed for Service applications only and the interface IMacrosInvokable' is developed in CaseService package of the IMacrosInvokable schema. It might me the reason for this error. Our R&D team is working on implementation of this functionality in different products, so you may expect it in the upcoming versions of the application.
This is quite complex development process. First of all you have to add a tracking links to your emails that will trigger and give the response once an email is opened.
Secondly, you will need to develop a web-service that will aggregate a response and record it with a timestamp in bpmonline. As far as I know there is no ready solution for it and it has to be implemented.
As a workaround for it,we can offer you to use the the marketing module of the application that has quite similar functionality available out of the box and there are no major adjustments required.
We have a google account with multiple domain aliases. The primary domain is not the business domain we need to use (domain1). We have set up our business domain as an alias (domain2) in Google.
Unfortunately, there is no functionality that changes the sender email as you send the letter. The best way would be to register the second domain in your system, add the corresponding mailbox and send emails from this mailbox. If you need more people in the system to see it you can set up shared access to that mailbox.
When sending email, the email address display name is set to the user's name whose account was used. Is it possible to change this name to an arbitrary text?
Indeed, when you want to send an email the name of the contact who uses this mailbox appears near the name of the mailbox. As for now there is no possibility to change this name manually. The only way to change this name is to connect this mailbox to another contact in the instance. Then the name of this another contact will be connected to the mailbox.
There is also another setting that can be set up to change the name of the sender. You can go to mailbox settings and fill "Set custom display name" field with the name that is needed (see screenshot http://prntscr.com/kg7r6v) and save the changes. As a result this name will be displayed near the name of the mailbox.
