Interact

I have set up interact but (a) cannot find where the emails come in in my project and (b) I wnat two toggle options, but don;t know how to set up their values and make them selectable by the person emailing in.

Adam Page October 09, 2013 14:00 Answered

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Hi Adam, this is a very advanced topic and I would definitely recommend the Advanced Q&A webinars ( http://www.clarizen.com/live-demo.html) or some consulting time with your CSM to properly set this up.

There are no Work Item Interact rules by default, so you have to create a new rule from scratch. The Interact tutorial videos are a good starting point. For the toggle options, you can either hardcode them into the rule (ex: if Urgent is in the subject set a certain toggle to be on), or you can have people enter the field into the body email along with TRUE/FALSE (ex: Urgent: TRUE).

Josh Santos October 09, 2013 17:48 0 votes

Hi Adam,

Have you looked at installing this little (free) app from the apps marketplace? http://www.clarizen.com/appsmarketplace/item/Attach-Email-to-a-Work-Item.html

It does't look like you specified in your post exactly what you're trying to do with Interact - can you provide some more details?

David Goulden October 10, 2013 13:34 0 votes

Interact

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