Auto populate information from email to legal request or matter
Map the sender's email address, email content, and subject field from an email to legal request fields to automatically fill in information from the email to the submitted legal request.
Before you begin
Role required: sn_lg_ops.legal_config
About this task
The script include OutlookMappingConfig available in the base system supports the mapping of the following variables of the email.
- subject - Subject of the email.
- fromEmail - Sender's email address.
- body - Email content
Procedure
- Navigate to .
- Select the OutlookMappingConfig.
-
In the Script field, specify the mappings.
Variables from email Variables from legal request subject Specify the legal request variable into which you want to store the email subject line.
Example: If you want to copy the subject of email into the short description of the legal request, map subject with short_description by including the following code.short_description: "subject"fromEmail Specify the legal request variable into which you want to store the sender's email address.
Example: If you want to copy the sender's email address into the requested for of the legal request, map fromEmail with requested_for by including the following code.requested_for: "fromEmail"Variables from email Variables from legal request subject Specify the legal request variable into which you want to store the email subject line.
Example: If you want to copy the subject of email into the short description of the legal request, map subject with short_description by including the following code.short_description: "subject"fromEmail Specify the legal request variable into which you want to store the sender's email address.
Example: If you want to copy the sender's email address into the requested for of the legal request, map fromEmail with requested_for by including the following code.requested_for: "fromEmail"body Specify the legal request variable into which you want to store the email content.
Example: If you want to copy email content into the description, map body with description by including the following code.description: "body"