Define Which Business Objects can be Linked to Outlook E-mails

Use the Objects page in the Configure Outlook Integration window (access from the Outlook Integration Manager) to define which Business Objects can be linked to Outlook e-mails.

To define which Business Objects can be linked to Outlook e-mails:

Add Select a type of Business Object to add to the list (ex: Incident)
Edit Edit the settings for the highlighted type of Business Object
Remove Remove the selected Business Object type and associated settings.
Up/Down Arrows Change the order of the Business Objects.
If Adding or Editing:

This is only applicable when adding or editing a Business Object.

  • General: Defines basic properties for the Business Object.
  • Update Behavior: Defines behaviors when updating a Business Object Record from an Outlook e-mail.
  • Create Behavior: Defines behaviors when creating a new Business Object Record from an Outlook e-mail.
  • Available Actions: Adds One-Step Action Actions that can be executed on the linked Business Object Record.

 

© Copyright 2018 Cherwell Software, LLC. All rights reserved.