You open the Email Agent configuration dialog from a workflow configuration: you can right-click the agent icon and select Configuration, or double-click the agent icon.
Connection Tab
The Connection tab contains configuration settings related to connecting to the email server.
The Email Agent configuration dialog - Connection tab
| Field | Description | |||||
Protocol | Select either IMAP or POP3 depending on what your email server supports. | |||||
| Folder | From which folder emails will be processed.
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| Host | The URL of the host. | |||||
| Port | The ports the email server accepts connections for the chosen protocol. | |||||
| Internal Batch Size | The number of messages the agent fetches all contents for at a time. |
Security Tab
The Security tab includes settings that control the security aspects of connecting to an email server.
The Email Agent configuration dialog - Security tab
| Field | Description |
| TLS | Check if using TLS. If left unchecked it is configured to trust all hosts, which we don't recommend. |
| Keystore Path | If TLS is checked. The path to a file that can contain both the keystore and truststore. |
Keystore Password | if TLS is checked. Enter the password of the keystore/truststore file. |
| Email Username | Username of the email account which the agent will connect to. |
| Email Password | Password of the email account which the agent till connect to. |
Rules Tab
The Rules tab includes settings that control the which emails to read and what will happen to them after processing.
The Email agent configuration dialog - Rules tab
| Field | Description | |||||
| Emails to process | Select if you want to process all emails in the selected folder, only unread or only read. | |||||
| Filter on subject | Optional parameter that will filter all unprocessed emails on the string input. It will match as long as the subject contains the string. Example: Subject: "Hello world!" Filter on subject: "ell" → matches Filter on subject: "Hello" → matches Filter on subject: "!" → matches
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| Seen | Optional parameter that mark the email as read on the email server.
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Deleted | Optional parameter that deletes the email on the email server. | |||||
| Flagged | Optional parameter that mark the email as flagged on the email server.
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| It's only possible to set the flags for the outgoing rules, not unset them. Meaning that you can't set a read email as unread. |
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