Issues while configuring Actionable Emails

[Nidhins27]

Hi,

I want to configure actionable emails.  Currently I have this in place for outbox mail settings. What fields are mandatory if someone can advise please?

Also, I am referring this article: Configuring Actionable Emails for Request Approvals : Customer Portal (freshdesk.com)

can someone please explain me the below text in bold. What should be it in my scenario?

href="mailto:saviynt_support@saviynt.com?subject=ARS_${request.id}APPROVED${request.uuid}" target="blank" rel="noopener">Approve</a>

Thanks

Nidhi

[DixshantValecha · Accepted solution]

I appreciate you reaching out to the Saviynt forums.

For a detailed description of how to configure outbox mail settings, please refer to the steps below. Additionally, I am attaching the snapshot for your reference.

#Configuring the Incoming Email Server

Configure the incoming mail settings primarily to receive actionable emails from users who have already taken action. After you configure the incoming mail server, run IncomingMailARSJob from Job Control Panel (Admin > Job Control Panel) to process and read actionable emails and take necessary actions based on approval or rejections done by users using emails.

• Configuring the Incoming Email Server Using Basic Authentication

• Configuring the Incoming Email Server Using OAuth

1) Configuring the Incoming Email Server Using Basic Authentication

To set up the incoming email server settings, perform the following steps:

1. Go to ADMIN > Settings.

2. Click SMTP Configuration.
   The Email Server Settings page is displayed.

3. Click the Receive Email tab, and then select Basic as the Authentication Type.

4. Enter the following parameters to configure the incoming email server:

5. Provide the following parameter values for receiving the emails as per the email service client you are using.

   Parameter Description

   Type of out Box	Select either POP3 or IMAP as the type of out box for receiving email.
   Server Address	Enter the server address for receiving the actionable email, for which actions are taken using Email.
   Folder Name	Specify the folder name where you want to receive the actionable emails.
   Message Starts with	This is used to filter and process only those emails, which are starting with the specified word in the subject line. For example, if you specify ARS as Message Start With, it will only filter and process the actionable emails starting with the subject line ARS.
   User Name	Specify the username of the email account for receiving the emails.
   Password	Specify the password of the email account for receiving the emails.
   Port Number	Specify the port number for receiving the email.
   Process Emails received in the last X hours	Specify the interval when you want to process the emails since last <specified hours> duration.
   Email Body Delimiter	Specify the delimiter for the approval or rejection comments in the body of the email. For example, --Read Until Here--
   Delete Email After Processing	Select the check box to delete the emails after processing.

6. Click Save. Sanpshot:-

   

2)Configuring the Incoming Email Server Using OAuth

To set up the Outbox mail settings using OAuth, perform the following steps:

Note

Currently, only Microsoft Outlook is supported with OAuth authentication.

1. Register your application with Azure Active Directory and obtain a Client Id and Client Secret. For obtaining Client Id and Client Secret, see the instructions from Quickstart: Register an application with the Microsoft identity platform.

2. Go to ADMIN > Settings > SMTP Configuration.

   The Email Server Settings page is displayed.

3. Click the Receive Email tab, and then select OAuth as Authentication Type.

4. Enter the following parameters to configure the incoming email server:

   Parameter Description

   Client ID	Specify the Client ID of the registered Microsoft Azure application.
   Client Secret	Specify the application secret that you created in the Azure portal for your application.
   Tenant ID	Specify the Tenant ID.
   User ID	Specify the Microsoft Office 365 user ID that you use for sending or receiving mails.
   Message Starts With	This is used to filter and process only those emails, which are starting with the specified word in the subject line. For example, if you specify ARS as Message Start With, it will only filter and process the actionable emails starting with the subject line ARS.
   Folder Name	Specify the folder name where you want to receive the actionable emails.
   Delete Email After Processing	Select the check box to delete the emails after processing.
   Process Emails Received In Last X Hours	Specify the interval when you want to process the emails since last <specified hours> duration.

5. Click Save to save the connection.

3) Regarding your second question, the text in bold  "href="mailto:saviynt_support@saviynt.com?subject=ARS_${request.id}APPROVED${request.uuid}" target="blank" rel="noopener">Approve</a>" Replace this with the DL / email address of the team that supports the Saviynt application. I have attached the HTML template for your reference.

[rushikeshvartak]

It should be mailbox email where emails will be stored and processed.