Related Process Definition triggered Emails to the record

Meant to be:  How to relate Process Definition triggered emails to the record.

BCC to the SNIP-service mailbox?
Speaking technically it doesn't create a relation, but an archived email should appear on the subpanel

Hi Dmytro Chupylka,

Thanks for the reply.   I recall that SNIP cannot use BCC?  All these auto emails we state as Do Not Reply, so I would prefer to BCC.   I wondered if I could just create the relationship in BPM process def...  but not so.

As you were replying I was looking at using case macro option, and inbound email.   ref documentation here.    

I will look again at SNIP though too.  

It was way back in the day that we looked at the emails with our original integrator as they said we couldn't do cases via API from our website, so we setup email to case... then we found api was fine, so ditched email to case!  It was rapid ill prepared for implementation!!   So now we are further down the road I am looking at again at this stuff on the side...   Thanks again..  Luke. 

Hello Luke,

Lemme provide an example of possible solution so that you could decide if that works for your case

0. Add a Contact named "snip" in Sugar and specified the SNIP address as its primary email address

1. Create a Process Email Template and defined the Subject for the email as following
 [Case:<case_number>] <case_name>

2. Add a Process Definition for Cases, design to send the message with the template above, and "snip" contact to BCC the message



3. Configure a flowchart with Logic Builder that implements the following: it relates Email archived by SNIP to the Case, if the Email provides the number of the Case in the Subject

As always you may read it by following the white line.



4. Generate zip package with Logic Builder and install it via Module Loader

5. Benefit from the Email sent by SugarBPM is represented on the Emails subpanel for the very Case the message should be related to


Here is the zip extension generated by Logic Builder from this flowchart -  please, feel free to use it
z20210322_flowchart_84037793.zip

I hope this would help to benefit Sugar automation and let me know if any questions- looking forward to your feedback

Hello Luke,

Lemme provide an example of possible solution so that you could decide if that works for your case

0. Add a Contact named "snip" in Sugar and specified the SNIP address as its primary email address

1. Create a Process Email Template and defined the Subject for the email as following
 [Case:<case_number>] <case_name>

2. Add a Process Definition for Cases, design to send the message with the template above, and "snip" contact to BCC the message



3. Configure a flowchart with Logic Builder that implements the following: it relates Email archived by SNIP to the Case, if the Email provides the number of the Case in the Subject

As always you may read it by following the white line.



4. Generate zip package with Logic Builder and install it via Module Loader

5. Benefit from the Email sent by SugarBPM is represented on the Emails subpanel for the very Case the message should be related to


Here is the zip extension generated by Logic Builder from this flowchart -  please, feel free to use it
z20210322_flowchart_84037793.zip

I hope this would help to benefit Sugar automation and let me know if any questions- looking forward to your feedback