Filter all Actions By Email settings on your server to find that one you need.
Use the Search function to filter all Actions By Email Settings from the Actions By Email page based on your entered text.
The Actions By Email package package must be installed.
Your user account or group membership must have the "Settings: View Settings" permission to search Actions By Email settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to search for an Actions By Email Setting:
​View your Actions By Email settings. The Actions By Email tab displays.
In the Search setting, enter the Setting name to filter by Actions By Email Setting name.
Click the Search iconor press enter. The Actions By Email settings display that match your entered text.
View all settings for connecting to an IMAP server used by the Actions By Email connector.
Display all Actions By Email settings in one location. This makes it easy to manage these settings.
The Actions By Email package must be installed.
Your user account or group membership must have the "Settings: View Settings" permission to view Actions By Email settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to view all Actions By Email settings in your organization:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
The Actions By Email tab displays the following information in tabular format:
Setting: The Setting column displays the Actions By Email Setting name.
Configuration: The Configuration column displays the value of the setting and how it is configured.
Use the Search setting to filter Actions By Email Settings that display.
Click the Settings iconfrom the left sidebar. The Settings page displays a tab for each setting. The Actions By Email tab displays by default.
Click the Edit icon. See Configure Actions By Email Settings.
Click the Copy to Clipboard icon. See Copy an Actions By Email Setting.
Click the Clear icon. See Clear an Actions By Email Setting.
Manage your Actions By Email settings.
Configure general information about Actions By Email settings.
The Actions By Email package package must be installed.
Your user account or group membership must have the "Settings: View Settings" permission to search Actions By Email settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
If upgrading ProcessMaker Platform and you are changing settings in Actions By Email, ensure that to do not have in-progress Requests. Otherwise, Requests with Actions By Email that were running try to connect to the old IMAP settings in previous ProcessMaker (Platform) versions. This would cause a connection error and it displays the message Mail Delivery Failed. Then, it generates spam that blocks the ProcessMaker Platform environment.
If there are in-progress Requests and you update IMAP settings in Actions by Email settings, fix this issue as follows:
Open the command console.
Go to the ProcessMaker Platform installation folder.
Run the following command: php artisan package-actions-by-email:install --cancel-running-requests
Run the following command: php artisan config:cache
Ensure that there are no unread Requests for the new IMAP settings.
To allow access to your IMAP server, the following information is needed:
IMAP server address.
IMAP server port number.
IMAP username and password.
IMAP folder name to use for response emails (Inbox is used by default).
Configure the following Actions By Email settings as necessary:
View your Actions By Email settings. The Actions By Email tab displays.
Enter the address of your IMAP server, and then click Save.
Enter your IMAP port, and then click Save.
Optionally, enter the name or the path to your IMAP folder if you want to retrieve the emails from a different folder, and then click Save.
Enter the username for authentication to your IMAP server, and then click Save.
Enter the password for authentication to your IMAP server, and then click Save.
Enter the polling interval of your IMAP server in the edit box or adjust the slider to select a polling interval. Polling interval determines how often response emails are retrieved from the IMAP server. Click Save to save your settings.
Optionally, enable the Validate IMAP SSL Certificate toggle key to validate the SSL certificate of your IMAP server before response emails are retrieved. The following message displays: The setting was updated. Enabling this option enhances security, but could introduce compatibility issues with some IMAP servers.
Optionally, enable the Reference in Subject Line toggle key to add information about your Process in the subject line of the response emails. The following message displays: The setting was updated. When this option is enabled, a reference in the following syntax is added to the subject line:
PMABEREF <Process ID> <Node ID>
PMABEREF
is an acronym for "ProcessMaker Actions By Email Reference".
Process ID
is the ID of the Process containing the Actions By Email connector.
Node ID
is the ID of the Actions By Email connector in the Process.
For example: PMABEREF 2343 node_6
Click the Test Connection button. The following message displays if the test is successful: Server successfully connected. If a connection to the IMAP server could not be established, the following message displays: Cannot connect to server. Please check your configurations.
Click the Edit iconfor the IMAP Server setting. The IMAP Server screen displays.
Click the Edit iconfor the IMAP Port setting. The IMAP Port screen displays. Port 993 is the default value.
Click the Edit iconfor the IMAP Path setting. The IMAP Path screen displays. This is the name of the folder from which response emails are retrieved. INBOX
is the default value.
Click the Edit iconfor the IMAP Username setting. The IMAP Username screen displays.
Click the Edit iconfor the IMAP Password setting. The IMAP Password screen displays.
Click the Edit iconfor the IMAP Polling Interval setting. The IMAP Polling Interval screen displays.
Clear one of your Actions By Email settings.
The Actions By Email package package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to clear the value of Actions By Email settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Clearing an Actions By Email configuration setting cannot be undone.
Follow these steps to clear the value of an Actions By Email configuration setting:
​View your Actions By Email settings. The Actions By Email tab displays.
Copy an Actions By Email setting to clipboard.
Copy an Actions By Email configuration to clipboard to have this information in another environment or for testing purposes.
The Actions By Email package package must be installed.
Your user account or group membership must have the "Settings: Update Settings" permission to copy Actions By Email settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to copy an Actions By Email configuration setting:
​View your Actions By Email settings. The Actions By Email tab displays.
Click the Clear iconfor your Actions By Email configuration setting. The following message displays: The setting was updated.
Click the Copy to Clipboard iconfor your Actions By Email configuration setting to copy. The following message displays: The setting was copied to your clipboard.