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02/07/2023 06:53 AM
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
Solved! Go to Solution.
02/07/2023 11:31 AM
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.
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.
To set up the incoming email server settings, perform the following steps:
Go to ADMIN > Settings.
Click SMTP Configuration.
The Email Server Settings page is displayed.
Click the Receive Email tab, and then select Basic as the Authentication Type.
Enter the following parameters to configure the incoming email server:
Provide the following parameter values for receiving the emails as per the email service client you are using.
Parameter DescriptionType 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. |
Click Save. Sanpshot:-
To set up the Outbox mail settings using OAuth, perform the following steps:
Currently, only Microsoft Outlook is supported with OAuth authentication.
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.
Go to ADMIN > Settings > SMTP Configuration.
The Email Server Settings page is displayed.
Click the Receive Email tab, and then select OAuth as Authentication Type.
Enter the following parameters to configure the incoming email server:
Parameter DescriptionClient 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. |
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.
02/07/2023 07:29 PM
It should be mailbox email where emails will be stored and processed.