Description

Parses the necessary fields to create a XTRF Project from an email based on a defined template

Setup

1. Have an email example to create the template
2. Identify which fields will be parsed from the email
3. Set fixed fields
4. Set from which will come from and to who will be directed
5. Create necessary rules to identify the email and match it with the template

Steps

1. Make sure to have the setup correctly
2. Receive email to an specific address
3. Parse fields from the email
4. Grab the attachment
5. Dispatch XtrfProject workflow (see more)

WARNING

Only in quote if customer (quote) or is set dynamically, the workflow will search for that contact person and if not found will use the default one

In project customer can be set dynamically but will use the default contact person of the found customer

Parameters

Workflow Paramaters

Same as the XtrfProject workflow (see more)

Administrative Parameters (systems only)

Parameter	Description	Options
mapping	- default_prefix - entities - field - type: string|number|array|date - label - label_inside - entity - field - suffix - prefix - format (date only)