Submitting Records through E-mail


 

Apart from using the web interface to submit new records, SapphireIMS allows you to submit records via E-mails.

To enable this feature, you need to configure the Email to Record option in the Settings. Refer to Settings->Email to Record Configuration for the configuration details.

 

Creating a new Record from an E-mail

If automatic record creation is disabled in the configuration, then the E-mails are fetched from the mail server and queued in a separate queue.

 

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Note.gifNote: The 'Service Desk User Creation Access' checkbox should be enabled in 'Settings > Roles' for the role for Service Desk access in order to create a new user.

 

Adding an E-mail to an existing record

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Automatic creation of a record from an E-mail

 

SapphireIMS supports automatic creation of records from E-mails which enables users to submit records without having to log-in to SapphireIMS. This is especially helpful for mobile users. Once submitted, the E-mail record follows the same workflow that has been configured in the service desk.

The E-mail record is categorized based on the configuration settings and the E-mail ID created. SapphireIMS supports configuration of unique E-mail Ids for each project, which then associates any incoming record to that particular project. Once categorized, the E-mail record follows the same workflow that has been set for that category. For example, separate E-mail ids can be created for incidents and service requests as separate configuration rules. Each of the E-mail ids are used to poll for incoming mails and the field values in each of the rules are used to create the record in the respective projects.

 

Note.gifNote: Approval of the record by E-mail is possible. The Approval Manager or the concerned authority can reply to the mail address configured in Email to Record configuration, by using keywords (short name of states) such as [Approved] or [Rejected] in the subject line of the mail in response to the system generated mail. This facilitates automatic state movement of the call based on the keywords. Refer Service Desk->Common Features->Approval Process->Email Approval for details.

 

If the sender’s E-mail ID exists in SapphireIMS database, the record is automatically submitted with the project, category and other details mentioned in ‘Email to Record Configuration’ section.

Automatic Submission of records will function properly only under the following conditions:

1. The sender's E-mail ID exists in SapphireIMS database

2. The user has Technician access to the respective project

 

Note.gifNote: If any record does not get created automatically, then it needs to be submitted manually by the IT engineers on behalf of the end user.

 

Unsuccessful E-mails

SapphireIMS logs E-mails which have an error and cannot be converted into records. These E-mail logs will get purged as per the configuration done in the global setting key 'Purge Interval for Unsuccessful Email To Ticket Records'. The default period is 30 days.

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1. Unable to get the Mail Size

2. Message is already Processed. So skipping the further process

3. Bounce Mail

4. Mail looping. Both Sender and Recipient are same

5. Mail is received from configured mail-id

6. Mail is received from non-specified domain

7. Incoming mail matches spam rule. So it is considered as spam and deleted

 

Setting Auto Refresh for E-mails

You can enable Auto Refresh for updating the listing periodically and also set the refresh interval. By default, the listing does not get updated automatically as new E-mails are received.

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