Modernize E-mail submission / E-mail Recorder Hot

by Jeff Malin on September 10, 2015

Modernize and Enhance the SBM e-mail submission and e-mail recorder to enable advanced interaction with application records

  • The SBM e-mail submission and Recorder functionality has remained relatively unchanged, while other tools have raised the bar in terms of the ability to interact with items using e-mail messages. As a result, Serena users who wish to enable more complex functionality have been required to implement custom AppScript or 3rd-party e-mail monitoring tools. Despite all of the new/emerging capabilities around mobile applications, email remains the one universal solution which all organizations offer, which crosses firewalls with no problems, and requires no custom development, implementation, or external application to be installed. This request is to implement a new e-mail submit / recorder which would offer capabilities such as: 1. Custom parsing rules to allow conditional submit or other actions based on text content in the e-mail Subject or Body e.x.: if "Mail Subject contains 'New Account', route the submit to 'Entitlements' workflow, otherwise submit to 'Defects' workflow 2. Enable linkage to SBM records using unique Prefix_Issueid combination in Subject or [tableid:itemid] embedded in Body rather than Title. 3. Intelligent reply parsing to capture only latest conversation history server-side (the '----Reply above this line----' functionality which is available in many other web applications' 4. Custom Reply/Update action rules based on message content e.x. if "Mail Body contains 'Approved, thank you' execute the 'Approved' transition in workflow X" or "if Mail To: added [email], execute 'Reassign' transition to user specified in [email] field" or "if Mail CC: added [email], add [email] to 'Watchers' list"

    Ideas

    Status
    Target Release
    2HCY'16
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    We will put this idea Under Consideration for the 2HCY'16 release of SBM.
    David J. Easter Commented by David J. Easter October 06, 2015
    #1 Reviewer  -  

    We will put this idea Under Consideration for the 2HCY'16 release of SBM.

    I just realized that this is in ideas/SDA/Deployment Automation Modernize E-mail submission / E-mail Recorder
    For me it's SBM in general, so shouldn't this be in ideas/SBM?
    Franz Andel Commented by Franz Andel September 14, 2015
    Top 50 Reviewer  -  

    I just realized that this is in ideas/SDA/Deployment Automation Modernize E-mail submission / E-mail Recorder
    For me it's SBM in general, so shouldn't this be in ideas/SBM?

    A huge vote Yes from me!
    I would also like to see an update in regards to the usabiltiy of the recorded data:
    as described in:
    Ability to collapse/expand recorded emails in the Notes_Section
    and:
    add ability to search and find items with [ttid: xxxx,yyy] search criteria in work center
    (email-mail recorder link)
    Franz Andel Commented by Franz Andel September 14, 2015
    Top 50 Reviewer  -  

    A huge vote Yes from me!
    I would also like to see an update in regards to the usabiltiy of the recorded data:
    as described in:
    Ability to collapse/expand recorded emails in the Notes_Section
    and:
    add ability to search and find items with [ttid: xxxx,yyy] search criteria in work center
    (email-mail recorder link)

     

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