Exchange

The Exchange connection in linqi allows you to interact with Microsoft Exchange servers from processes. For example, you can send emails, surveys, and appointments, cancel appointments, or automatically start a process after an email has been received.

info

To use the Exchange connection, you must create a corresponding connection and activate the corresponding feature.

Shared configuration

Many Exchange actions have a fundamentally similar configuration. Therefore, these general configurations are explained here first so that they do not have to be repeated in each action.

Connection

For each action, you must first select one of the previously created connections to specify the Exchange server used.

Enable error output

Once you enable this switch, you can catch and process errors.

Actions

Send Exchange email

This action allows you to send an email. The following configuration options are available:

• Recipient:
  Enter the recipient of the email here.
• Notify individually:
  Activate “Notify individually” if you want to send a separate email to each of several email recipients. If this is not activated, a single email will be sent to all recipients.
• CC recipient:
  Enter the CC recipient of the email here.
• BCC recipients:
  Enter the BCC recipients of the email here.
• Reply to:
  Enter the person(s) to whom the reply to this email will be sent by default here.
• Subject:
  Enter the subject of the email here.
• Message:
  Enter the message content of the email here.
• Attachments:
  Enter the attachments that will be sent with the email here.

Send Exchange appointment

This action allows you to send an appointment via Exchange email. The following configuration options are available:

• Recipient:
  Enter the recipient of the appointment here.
• Subject:
  Enter the subject of the appointment here.
• Type of duration:
  Select the type of duration for the appointment here. The following options are available:
  • Absolute duration
    The appointment has a fixed start and end date and time.
  • Relative duration
    The appointment has a fixed start date and a specified duration (e.g., one hour).
  • All-day meeting
    The appointment has a fixed start date and lasts the entire day.
• Start date:
  Enter the start date and time of the appointment here.
• End date:
  Enter the end date and time of the appointment with Absolute duration here.
• Duration (minutes):
  Enter the duration of the appointment with Relative duration in minutes here.
• Message:
  Enter the message content of the appointment here.
• Attachments:
  Enter the attachments that will be sent with the email here.
• Update Id:
  Enter the ID of an existing appointment here if it is to be edited. If this field is empty, a new appointment will be created.

This action provides the following placeholders:

• Id:
  Id of the created appointment.
• Recipient:
  Recipient of the appointment.
• Subject:
  Subject of the appointment.
• Start date:
  Start date and time of the appointment.
• End date:
  End date and time of the appointment.
• Content:
  Content of the appointment.

Cancel Exchange appointment

This action can be used to cancel Exchange appointments. The following configuration options are available:

• Meeting ID:
  Enter the ID of the appointment you want to cancel here.

Send Exchange survey

This action can be used to start a survey via Exchange. The following configuration options are available:

• Recipient:
  Enter the recipient of the survey here.
• Subject:
  Enter the subject of the survey here.
• Message before options:
  Enter the message content of the survey here, which should be displayed before the options.
• Options:
  Enter the options for the survey here. The options are separated by a new line.
• Message after options:
  Enter the message content of the survey that should be displayed after the options here.
• Wait for responses:
  Select how the process should wait for the survey responses here. The following options are available:
  • Wait for all responses
    The process only continues once all recipients have waited for the response.
  • Wait for first response
    The process only continues once one of the recipients has waited for the response.
  • Do not wait for response
    The process continues immediately and does not wait for a response to the survey.
• Attachments:
  Enter the attachments that are to be sent with the email here.

Assign Exchange Category

This action allows you to assign a category to an Exchange object. The following configuration options are available:

• Object ID:
  Enter the ID of the object to which you want to assign the category.
• Category:
  Enter the category that is to be assigned to the object here. All available categories are loaded based on the connection.

Exchange incoming email

This action can be used as a process start, for example, to automatically start a process when an email arrives on the Exchange server. The following configuration options are available:

• User context:
  Specify the person(s) for whom this process is to be started.
• Filter:
  Specify a filter here to limit the emails for which a process is to be started. If no filter is specified, a process will be started for every incoming email.

This action provides the following placeholders:

• Sender:
  Sender of the email.
• Recipient:
  Recipient of the email.
• Subject:
  Subject of the email.
• Receipt date:
  Date of receipt of the email.
• Content:
  Content of the email.
• Attachments:
  Attachments of the email.
• EML file:
  The email as an .eml file.
• Email ID:
  ID of the email.