Defining an Email Event

An event monitor can be defined to scan email originating from a designated IMAP or POP3 server for specified text. The subject, sender, and body of the email and any text file attachments are scanned for a match to the designated text. Once an email that meets the monitor’s criteria is detected, the email monitor either marks the email as read, moves it to a folder or deletes the email. The detection of such an email can be used to trigger an associated action.

To monitor email on an email server, a connection to that email server must be defined.

To define an Email event:

  1. Click Definitions > Events > Email on the Navigation pane to display the Email Events pane. Email events available to you and your workgroups are sorted and displayed in alphabetical order.

  2. Click Add and choose Add Email Event from the context menu to display the Email Event Definition dialog.

  3. Enter a name for the email event in the Event Name box.

    Note: By default, the user defining the event is the Owner but you can choose one of the other listed users from the list as the owner.

  4. Click a connection to an Exchange server in the Email Connection list.

    Note: The connection must be already defined before it will appear in the list.

  5. Click the Folder field, enter the name of the monitored account target folder.

  6. Designate what text is to be considered an event when it is detected. Click Insert to add a line to the Conditions section.

    1. In the Scan for Text column, enter a text string that the monitor will scan for in the email going to the designated mail account.

    2. In the In column, choose from the list where in the email that the monitor should look for the text.

    3. In the Case Sensitive column, designate whether the text match is dependent upon case.

  7. Click the Disposition section, choose what will occur once the monitor detects the specified text.

    1. In the Operation list, choose an option.

    2. If you choose the Move message to folder option, in the Target field, enter the path to the folder where you want the message stored.

    3. If you want to access the message text from within TA , choose the Return message body to Scheduler option.

  8. Click OK to save the definition.