Email Logging

tford

You'll need to be a bit more specific.

Otherwise giving help is like trying to send a haircut in the mail.

Tom

ghilton

Outbound Email

How do I get this to log against all the recpients in the mail merge?

Inbound Reply

How do I get this to log from the sender?

I am not sending out individual emails I always be sending out hundreds at a time!

Where to start to even look at configuring processing outbound / inbound email!

tford

Where to start to even look at configuring processing outbound / inbound email!

First step is to do this before you process "hundreds at a time".

Have you successfully sent or received email in AwareIM at all?

Tom

ghilton

Yes At present I can send an email to a staffmember on creation of a new company.
I can also send out an email to the contacts (only 2 in the database at present) by clicking on a button and running a process to find the needed contacts and send the notification to.

tford

Once you are able to process one at a time (let's call this process: SendOne), one way to process "hundreds at a time" is to call SendOne from a process called SendMany. SendMany would FIND the appropriate instances of the BO and call SendOne.

Tom

ghilton

Yes this is similar to how I am doing tis at present

tford

Once you are able to get the SendOne & SendMany processes to send messages properly, then you can easily add in logging of the Sent messages.

Tom

ghilton

Ok the logging part is what I cannot see how at the moment!

tford

Use CREATE in the SendMany process. The BO created could be something like the OutGoingEmail BO in the Library app.

ghilton

Ok, I will go and have a look at this and see if I can manage to find the way this works!

Thanks and I will let you know..........

ghilton

So how do you use the create command to log the email?

tford

Graham,

It would be really helpful if your questions were more specific and demonstrate that you've looked at the Library app & have a specific question about it.

If you right click on the OutgoingEmail BO in the Library app and click on 'Find references to' , you will see a list of places that OutgoingEmail BO is used.

Click on 'Reminder email' and you will see a rule that Creates an instance of OutgoingEmail (which is the log of emails in the Library app).

Like mentioned earlier, the this rule in the Library app is on for a single email at a time, so the rule is on a BO like Loan, etc.

In your case where you want to create a log for a mass email, the rule with CREATE will be in a Process rule, not a BO rule.

Tom

ghilton

OK So as a test when a staffmember enters a new contact this process is triggered -

If Contacts IS NEW Then Find StaffMember WHERE StaffMember.InUse='Yes'

SEND NewContactEmail TO StaffMember

Create OutgoingEmail With
OutgoingEmail.Subject=NewContactEmail.Subject,
OutgoingEmail.State='Sent'

So this as you said was quite easy to do.

If I want to put in there who created the new record how can I do that?

tford

The answer depends on the attributes of OutgoingEmail and the relationship of StaffMember to OutgoingEmail. If OutgoingEmail is Owned by StaffMember similar to Library app and there is a reference attribute OutgoingEmail.StaffMember:

Create OutgoingEmail With
OutgoingEmail.Subject=NewContactEmail.Subject,
OutgoingEmail.State='Sent' ,OutgoingEmail.StaffMember=StaffMember

By the way, your use of: Then Find StaffMember WHERE StaffMember.InUse='Yes'
looks like you are trying to use this to tell the application to do this with the StaffMember that is currently using the system. Is that correct?

Tom

ghilton

Cool food for thought did not think of it that way!

The use of the Find Staff Member is a way of saying who am I sending the email to. In staffmember I have an attribute of InUse if this is true then the email is sent to those members of staff only. ie if I have 6 staffmembers but I only want a couple of members to be sent the new notification then I make two of them InUse = true and the others false.

Hope that was not to confusing! :lol:

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