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Question

Question

Email Archive template for attachments

asked on December 24, 2018

I have the Email Import Agent setup and working.  In this process we really only care about the attachments so I have the profile to store attachments separately.  Workflow determines what is what when they hit Laserfiche.  I have a simple template with a few pieces of info on them that I can then use for some automation before workflow replaces the template with another.

 

It seems that the email gets the template but the attachment does not or simply no values come over.

First step in my workflow is to check the document extention.

If it is eml I know it is an email.  If it is not I know it was the attachment.  When the attachment goes through the workflow, the retrieve field values get nothing.

 

When the email goes through I get values.

It seems that the Import Agent Email session only set the template on the email and not the attachment if field separately?  Is this intended or a bug?  We'd like the sender address because I can use the address to query a database to pull other vendor information for presentation in Forms.

 

Thanks,

Chris

 

 

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Answer

SELECTED ANSWER
replied on December 24, 2018

Hi Chris,

 

Do you check the option "Apply email fields to attachments" on "Mail Settings" tab?

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replied on December 26, 2018

Yep, that was it.  The checkbox was perfectly below the viewing window and I didnt see the scroll bar at the side...

 

Thanks

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