Is there a way to monitor and import documents from a mailbox ?
Can workflow build a CSV file from document metadata based on a field status?
Is there a way to monitor and import documents from a mailbox ?
Can workflow build a CSV file from document metadata based on a field status?
We will be adding activities in future releases of Workflow that will allow you to better communicate with exchange and outlook, along with other mailboxes. However, for the time being I would recommend looking into the email archiving solutions available in the Integration Marketplace. Based on what your client actually wants to do, I’m sure you’ll find one of these solutions meets their needs.
With regards to your second question, I would recommend using the SDK to build the CSV file. You would just need to figure out all the fields you’d like to export, then build out the CSV file with those field tokens. Also, I would suggest checking out our online forums for how other approach this topic.Here is a result from searching ‘CSV’ in the forums.
You can do it.
I built a workflow that monitors a email using pop3. Workflow is on a schedule to run every 5 min. It pulls the email and the attachments and automatically uploads them to LF. I did it in a SDK VB.net script.
I also set all the email properties as tokens in the workflow so they can easily be updated or changed.