Email Monitor Task
Overview
The Email Monitor task allows you to monitor a Mailbox Folder for emails matching specific criteria, and to take action on any matching emails.
Built-In Variables
The following built-in variables can be used in an Email Monitor task to pass data where appropriate:
Creating an Email Monitor Task
Step 1 | From the Automation Center navigation pane, select Tasks > Email Monitors. The Email Monitor Tasks list displays a list of all currently defined Email Monitor tasks. To the right of the list, Email Monitor Task Details for a new Email Monitor task displays. |
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Step 2 | Enter/select Details for a new Email Monitor task, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click the button. The task is added to the database, and all buttons and tabs in the Task Details are enabled. |
Note
To open an existing record on the list, either:
Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).
Email Monitor Task Details
The following Email Monitor Task Details is for an existing Email Monitor task.
Depending on the values that you enter / select for these fields, and whether or not the Email Monitor task has ever been launched, more (or less) fields may display. See the field descriptions, below, for a description of all fields that may display in the Email Monitor Task Details.
Email Monitor Task Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in the Email Monitor Task Details.
Field Name | Description |
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General | This section contains general information about the task. |
Name | User-defined name of this task (Maximum = 255 alphanumeric characters); variables supported. It is the responsibility of the user to develop a workable naming scheme for tasks. |
Version | System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the Versions tab to view previous versions. For details, see Record Versioning. |
Description | Description of this record. Maximum length is 255 characters. |
Member of Business Services | User-defined; Allows you to select one or more Business Services that this record belongs to. (You also can Check All or Uncheck All Business Services for this record.) You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service. If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted. |
Resolve Name Immediately | If enabled, the Instance Name of the task instance will be resolved immediately at trigger/launch time. |
Time Zone Preference | User-defined; Allows you to specify the time zone that will be applied to the task. Options:
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Hold on Start |
If enabled, when the task is launched it appears in the Activity Monitor with a status of Held. The task runs when the user releases it. |
Hold Reason |
Information about why the task will be put on hold when it starts. |
Virtual Resource Priority | |
Hold Resources on Failure | |
Mutually Exclusive With Self | |
Email Monitor Details | This section contains assorted detailed information about the task. |
Email Connection | The Credentials and Credentials Variable fields will not be shown if Authentication is OAuth 2.0 for the selected Email Connection. The Credentials and Credentials Variable fields will be shown if Email Connection Variable is checked, however, Credentials will not be required in this case. The Email Monitor instance will transition to Start Failure status if Authentication is Password for the resolved Email Connection and Credentials is not specified. |
Email Connection Variable | |
Credentials | |
Credentials Variable | |
Filter Logic | |
Use Advanced Criteria | |
Sent Restriction | |
Sent On | |
Sent On Date | |
Sent Before | |
Sent Before Date | |
Sent Before Offset | |
Sent After | |
Sent After Date | |
Sent After Offset | |
Received Restriction | |
Received On | |
Received On Date | |
Received Before | |
Received Before Date | |
Received Before Offset | |
Received After | |
Received After Date | |
Received After Offset | |
Include Read Mail | |
Mailbox Folder | |
Action | |
Move To Trash | |
Mailbox Folder Destination | |
Body Variables | |
Begin Marker | |
End Marker | |
Time Limit | |
Time Limit Unit | |
Expiration Action | |
Email Content Processing | |
Content Value | |
Case Sensitive Content | |
Email Monitor Criteria | This section contains criteria for selecting emails to monitor. |
From Filter | |
From | |
To Filter | |
To | |
Cc Filter | |
Cc | |
Subject Filter | |
Subject | |
Body Filter | |
Body | Note If an email being monitored does not contain the body in plain text, but only in HTML format, a plain text body will be generated from the HTML body content. |
Case Sensitive | |
Wait / Delay Options | This section contains specifications for waiting to start and/or delaying on start the task. |
Wait To Start | |
Wait Time | |
Wait Day Constraint | |
Wait Duration | |
Wait Duration In Seconds | |
Delay On Start | |
Delay Duration | |
Delay Duration In Seconds | |
Workflow Only | |
Time Options | This section contains time-related statistics for task instances of the task. |
Late Start | |
Late Start Type | |
Late Start Time | |
Late Start Day Constraint | |
Late Start Nth Amount | |
Late Start Duration | |
Late Finish | |
Late Finish Type | |
Late Finish Offset Type | |
Late Finish Percentage Offset ( + ) | |
Late Finish Duration Offset ( + ) | |
Late Finish Duration Offset Unit | |
Late Finish Time | |
Late Finish Day Constraint | |
Late Finish Nth Amount | |
Late Finish Duration | |
Early Finish | |
Early Finish Type | |
Early Finish Offset Type | |
Early Finish Percentage Offset ( - ) | |
Early Finish Duration Offset ( - ) | |
Early Finish Duration Offset Unit | |
Early Finish Time | |
Early Finish Day Constraint | |
Early Finish Nth Amount | |
Early Finish Duration | |
User Estimated Duration | |
Critical Path Options | This section contains Critical Path-related specifications for the task. |
CP Duration | |
CP Duration (Resolved) | |
CP Duration Unit | |
Workflow Execution Options | This section contains Execution Restriction specifications for the task if it is within a Workflow. |
Execution Restriction | |
Restriction Period | |
Before Date | |
Before Time | |
After Date | |
After Time | |
Date List | |
Statistics | This section contains time-related statistics for task instances of the task. |
First Execution | |
Last Execution | |
Last Instance Duration | |
Lowest Instance Time | |
Average Instance Time | |
Highest Instance Time | |
Number of Instances | |
Metadata | This section contains Metadata information about this record. |
UUID | Universally Unique Identifier of this record. |
Updated By | Name of the user that last updated this record. |
Updated |