NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Configuring the Outlook Add-in Module for Create

Owned by Tony Hayes
Last updated: Jul 23, 2019 by Diane Hogan (Deactivated)
2 min read

Through the Outlook add-in, you can create new cases and tasks directly from your email Inbox. You can indicate the fields that will be auto-filled and the information from the email to fill them. This article walks you through configuring the Create Case and Create Task modules for the Outlook add-in.

Step-by-step guide

The Outlook add-in uses a system module when creating a new case or task directly from the add-in. You must be a global admin to perform this configuration.

To configure the Outlook add-in module:

  1. Go to System Admin  > Modules.
    The Modules list is displayed.
  2. In the Search box, filter the Modules list by typing Outlook.
    The modules that are applicable to Outlook are displayed. The two relevant modules are Create Case and Create Task.
  3. Open Create Case.
    The Module Details form for Create Case opens.
  4. Complete the form and click Save.
  5. Open Create Task.
    The Module Details form for Create Task opens.
  6. Complete the form and click Save.

   

    

FieldDescription
Name

Defaults to Create Case.

Category

Defaults to Outlook.

Description
  • For Create Task, defaults to Create a Task from the email client Add-in.
  • For Create Case, defaults to Create a Client Service Case from the email client Add-In.
TargetWill this open in a new window or in the main view? The add-in opens a new instance of the system, so this is set to Main Window ensuring the case or task is opened normally (within the page frame).
Type

Defaults to Outlook.

Url

This is used by the Outlook add-in to find the appropriate code path when generating a new dataform or task. This field is pre-configured and should not be altered or unexpected behavior will occur.

Email Addin Configuration

This field enables the global admin to selectively fill fields in the newly created case or task using data from the selected email.

  • Enter and pair case or task fields with email fields.
  • Separate the pairings with a semi-colon, no spaces between them, and no ending semicolon.
    • Case/TaskField=EmailField;

Example: Subject=Subject;CaseInfo=Body;EmailAddress=Sender;z_ClientReportDate=DateSent

In the example: 

  • The Subject field of the case will be filled with the Subject line in the email.
  • The Issue field of the case will be filled with the Body of the email.
  • The Email Address field on the case will be filled with the From address on the email.
  • The custom Client Report Date field will be filled with the DateSent of the email.

Available fields retrieved from the email are as follows:

  • DateSent: mailboxItem.dateSent
  • Subject: mailboxItem.subject
  • Body: mailboxItem.body
  • Sender: mailboxItem.from
  • Recipient: mailboxItem.to


For Create Case or Create Task functionality to appear in the add-in, the respective module must be active in System Admin > Modules.



NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm