Sending modify instructions in plain text


As an administrator, you can allow users to modify parts of an email by sending modify instructions. For business critical operations, this process will make sure to maintain consistency, accuracy, and security while updating important data.

Running a modify instruction is a two-step operation:

  1. The administrator sends an outgoing message from the AR System Email Messages form to the user who wants to modify an entry. The message can be sent in plain text or HTML format. To use HTML, see Sending-modify-instructions-in-HTML.
  2. The user replies to the message with new values of the entry the user wants to modify. For more information, see To reply to an email containing modify instructions.

To send modify instructions to a user

  1. Log in to the Mid Tieras an administrator.
  2. Open the AR System Email Messages form in New mode, and enter the following information:
    1. In the Mailbox Name field, select an outgoing mailbox.
    2. In the To field, enter the recipient's name.
    3. In the Reply To field, enter the email address of the incoming mailbox that has been configured to accept modify instructions.
    4. Enter other information as needed, for example, an organization.
  3. Click the Plain Text Body tab to create an outgoing message in plain text with the following information:
    • AR System Server Name
    • AR System Login and Password to authenticate a user
    • Label Key to specify the security, which the administrator can supply in the outgoing message or the user can supply in the reply
    • Action Label, to describe the type of action or instruction to be executed. In this example, the Action Label is set to Modify.
    • Form or Schema name on which to execute the instruction
    • Request ID of the entry the user can modify
      Optionally, you can provide field IDs or database names of fields that have values that can be modified. You must make sure the fields have permissions that allow users to make modifications.
      The content of an outgoing message that a AR Systemadministrator sent through the outgoing mailbox of the Email Engineis as follows:

      Server: polycarp
      Login: Joe User
      Password:
      Key:
      Action: Modify
      Schema: HD Incident
      Request ID: 000000000000003
      !536870913!:

      This message allows Joe User to modify Request ID 000000000000003 of the HD Incident form. The Problem Summary field has been specified in the outgoing message. Joe User can also modify additional fields in his email reply by adding more field IDs. The following figure shows an outgoing message you might send to a user:
      A sample outgoing message sent by the administrator to a user
      out-modify-instr.gif
      You can substitute field IDs for database names. For example, if the Problem Summary field is field ID 8, then you could replace the database name with its field identifier !8! and produce the same results:

      !8!:

      Optionally, you can enter comments before the field ID, for example:

      Enter problem summary!8!:

      Because there are no content template labels, you can use a result template as its equivalent when performing a Modify action with incoming mail.

      When you send the email, the Email Engine appends an internal label, @@Modify@@. The Email Enginegenerates an encrypted value for this label by using the Server Name, Schema Name, and Request ID as shown in the following figure.
      If the @@Modify@@ label is found in the content of the email, the Email Engineprepends the encrypted value to that label. If more than one @@Modify@@ label is found, the encrypted value is prepended to all these labels.

      Warning

      The placement of the @@Modify@@ label and its encrypted value must be such that the value is included in the reply email.

  4. Click Send to send the mail from the outgoing mailbox to the user.

To reply to an email containing modify instructions

  1. Open your email client.
    Joe User received an email that looks like the following figure.
    The Modify instruction sent to a user
    modfy-instr.gif
  2. Open a reply window for the email that contains the modify instructions.

    You must reply to the same mailbox as the one from which the email was sent.

  3. In the reply, modify parameters as needed.
    For example, you could assign values for !8!, the Problem Summary field.

    Warning

    The user who is replying cannot add additional submit, query or modify instructions to the email. Do not change the Request ID, Schema name, or Server label-value pairs when replying to the administrator's email.

  4. Fill in any missing parameters as needed --- Login, Password (if there is a password), and Key. For information about creating security keys, see Testing-your-mailbox-configuration.
    The following example shows the content of a sample reply from Joe User:

    Server: polycarp
    Login: Joe User
    Password: yadayada
    Key:1234
    Action: Modify
    Schema: HD Incident
    Request ID: 000000000000003
    !536870913!: Bob Backline
    Comments!8!: Modified last name from Frank Frontline to Bob Backline
    @@Modify@@:\[$$ckI2UoIK4gNibZMvL7k7uI/
    eDhsoIU5JBTYvh5DMXaQnhPhicyCT/g==$$\]*

    In this example, Joe User also modified the contents of the Short Description field (field ID 8).

  5. Send the email reply.
    When the incoming mailbox of the Email Engine receives the reply from the user, it makes sure that the original email sent by the administrator exists within the Email Engineand that the sender's email address is contained in the recipient field of the original outgoing email.
    The Email Engine then parses the email. If you successfully modified the entry, the Email Engine returns the results to the email client. Otherwise, the Email Enginereturns an error message that indicates any missing parameters or other problems.

 

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