Welcome > Integration module > Microsoft Exchange > Configure TotalAgility actions resulting from Microsoft Exchange events > Configure a Create Job in Case Action for a new mail

Configure a Create Job in Case Action for a new mail

  1. On the Home page, click Integration > Exchange.

    The Exchange Sites page appears.

  2. Click Add Add for Exchange Sites.

    The Exchange Site page appears.

  3. On the Select Source list, expand the library to select the source, such as Shared Documents.
  4. On the Event list, select the event, such as Create Folder, for which to configure the TotalAgility action.
  5. On the Action list, select Create Job in Case.
  6. In the Process box:
    • Consume the process map to create a job in case.
    • Select the case fragment or process map to create a new job in case.
  7. In the Case Ref/Case ID box, consume the case map to create a new case.
    Note If the map used to create a new job has any initialization parameters, the parameters appear under Initialization Variables.
  8. Do either of the following:

    • Click Case Reference and enter a dynamic or static value.

    • Click Case ID and enter a dynamic or static value.

  9. Map the metadata to initialization variables by consuming the metadata in the Mapping box or enter a static value.
  10. Click OK.

    When a folder is created in the Exchange System, a job in case is created on the selected process map at runtime displaying the correctly populated variables.