Creating email configuration views

As an administrator, create email configuration views in your custom application using the sample out-of-the-box views. These views manage email settings, messages, and error resolution.

You can copy and update the following sample out-of-the-box views:

  • Sample - Email Box Console: Configure email settings to create, update, or delete email.
  • Sample - Incoming Email Messages Console: Manage all emails, including sent, received, and error messages, while also enabling the reprocessing of failed incoming emails.

Related topics

Enabling-automatic-ticket-creation-from-emails-for-a-custom-application

Configuring-custom-application-with-the-attachment-library

The following diagram illustrates the process of copying and updating the sample email configuration views:

image-2025-1-24_11-26-33.png

Task 1: To copy a sample configuration view for Email Box Console

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select Email Service > Views.
  3. Select Sample - Email Box Console and click Copy.
  4. From the Target application/library list, select the application bundle.
  5. Rename Definition name.
    This name is used to copy the email configuration views in your custom application.
  6. Click Copy.

The following screenshot displays the process of copying the sample email configuration view for Email Box Console:

image-2025-1-16_17-33-46.png

Task 2: To copy a sample configuration view for Incoming Email Messages Console

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select Email Service > Views.
  3. Select Sample - Incoming Email Messages Console and click Copy.
  4. From the Target application/library list, select the application bundle.
  5. Rename Definition name.
    This name is used to copy the email configuration views in your custom application.
  6. Click Copy.

The following screenshot displays the process of copying the sample email configuration view for Incoming Email Messages Console:

image-2025-1-9_15-50-34.png

Task 3: To update the sample configuration view for Email Box Console

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select Custom Application > Views.
  3. From the list of views, click the Email Box Console view you copied from Sample—Email Box Console.
  4. Select the Record grid and update the Line of Business in grid Filter qualification.
    image-2025-1-16_18-4-13.png
  1. Click + Email Configuration.
  2. In + Edit actions, edit Open view and update the following values:
    • recordDefinition: Fully qualified name of the ticket record definition; for example, com.custom.app:My Ticket.
    • lob: Domain ID value of line of business.
  3. Click Save.

The following screenshot displays the process to update the sample configuration view for Email Box Console:

image-2025-1-10_11-9-8.png

Task 4: To update sample configuration view for Incoming Email Messages Console

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select Custom Application > Views.
  3. From the list of views, click the Incoming Email Messages Console view copied from Sample - Incoming Email Messages Console.
  4. Select the Record grid and update Line of Business in grid Filter qualification.
  5. Click Save.

The following screenshot displays the process to update the sample configuration view for Incoming Email Messages Console:

image-2025-1-16_18-12-54.png

Where to go from here

Configuring-custom-application-with-the-attachment-library

 

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