This documentation supports the 22.1 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Creating Email Rule Engine use cases


You can configure Email Rule Engine for various use cases. 

Before you begin

To perform any Email Rule Engine configuration procedure, you must have Email Rule Config permissions. Also, ensure that the Email Engine is installed on your system and your inbox to receive the incoming email is configured. For information about configuring mailboxes, see Configuring Email Engine.

Also, for the user creating the email service request, one of the following conditions must be satisfied:

  • People record of a user is configured with email address and a Login ID.
  • The email address is configured as a Trusted address and a recipient is associated with it.

To create an Email Rule Engine use case

  1. From the Application Administration Console, select Custom Configuration > Foundation > Email Engine Rules > Configure Rules, and then click Open to open the Inbound Email Rule Configuration form.
  2. From the Company field, select the company for which you are creating the use case.
  3. Click the Base Configuration tab.
  4. From the Category list, select Use Case.
  5. Click Add.
  6. Complete the following fields for the use case that you are creating:
    • Status—Select Active (default) or Inactive.
    • Name—Enter a name for the use case.
    • Applies to Form (optional) — Specify the application to which the use case applies: Incident, Known Error, Problem, Task, Change, and so on. The system uses this entry to group the use cases in the table field on the left side of the Base Configuration tab.
    • Sort Order (optional) — Specify the digit that corresponds to the order in which you want the Email Rule Engine to evaluate this use case relative to other use cases. Use case 1 is evaluated before use case 2, and so on.

      Important

      Do not set the same Sort Order value for two use cases. Although the Email Rule Engine evaluates uses cases with the same Sort Order value, it might not evaluate them in the same relative order consistently.

  7. Click Submit.
     The use case appears in the table on the left side of the Inbound Email Rule Configuration form.

Where to go from here

When you finish creating the Email Rule Engine use case, define the use case rules.

 

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