Inbound Email Saved as Document

RE: Inbound Email Saved as Document

Lbeteta — Tue, 04 Jun 2024 16:07:47 GMT

If you're using the OOTB receive message event, this could be a potential solution. You can use the Eml Utility plugin to convert the inbound email to an EML file. From there, you can have the user download and view the email. If the requirement is to view the email in Appian, you can convert the EML file into HTML or PDF using the EML and MSG Conversion plugin.

I personally haven't used this approach, but in theory, it should keep the email formatting intact, which was the OP's main concern.

Alternatively, I've worked on similar use cases using the Mail Poller . We had a process on a timer that would kick off and process any new emails in a dedicated mailbox. The plugin processes the emails, creates an EML file, saves all attachments as Appian documents, and saves the email body as HTML along with other useful metadata. Hope this helps!

RE: Inbound Email Saved as Document

eyleenm420293 — Mon, 03 Jun 2024 13:53:56 GMT

Yes, this could be a solution if you don't work with email threads, with email threads it becomes difficult to work this way and also putting it in a simple template. I thought that maybe there was some smart service or plugin that transforms an email into a file or something similar.
Thanks

RE: Inbound Email Saved as Document

karthikkanjerla — Mon, 03 Jun 2024 12:53:35 GMT

Hi Ashvin,

you can try using this PDF tools plugin, PDF Tools

create a template and use fill pdf and you can fill i the details as per the defined template from the pv! values which you get after you read the email subject, body etc.

RE: Inbound Email Saved as Document

Peter Lewis — Mon, 03 Jun 2024 12:48:24 GMT

Yeah this might work if you store the data in the database and then display the text in the styled text editor field. I also think creating a PDF or HTML document like Ashvin originally suggested might work too. You'd probably need to create a template for those that would add the context about the subject, recipients, etc.

RE: Inbound Email Saved as Document

Stefan Helzle — Mon, 03 Jun 2024 11:32:07 GMT

The new a!styledTextEditorField() might be an option.

docs.appian.com/.../Styled_Text_Editor_Component.html

RE: Inbound Email Saved as Document

eyleenm420293 — Mon, 03 Jun 2024 11:19:33 GMT

Hi, any idea on it? Peter Lewis

RE: Inbound Email Saved as Document

bobt — Fri, 25 Feb 2022 14:42:28 GMT

Hi Ashvin, I'm starting work on project with similar requirements and was wondering what solution you implemented to meet your requirements to store email message data and display in Appian user interfaces? Did you leverage Tim's suggestion or pursue other alternatives?

RE: Inbound Email Saved as Document

Tim — Thu, 19 Jul 2018 21:37:57 GMT

I have worked on many projects where the html content of an email from msg!bodies is extracted and used to generate an html document. This method works particularly well in 18.2 where you can then combine the new web api and a!webcontent() functionality to display the formatted email on a dashboard or form.