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Inbound email action

Baji281
Giga Contributor

‎12-26-2023 03:10 AM

when the user clicks on reject an inbound email should get triggered and the triggered date should populate on the form

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Rene El Hamzh
Kilo Sage

‎12-26-2023 05:07 AM

Hi @Baji281,

based on your brief description, I'm assuming that you want to populate a field on a record when the user clicks 'reject' in an email sent by the system?


Usually, it's better to have users execute such actions directly within the platform. You could include a link in the email that directs the user to the relevant record. There, they can click the "reject" ui action which can then populate the field.

However, if you prefer to proceed with the inbound action approach, the setup usually follows these steps:

  1. The "reject" link in the email includes a 'mailto:' which opens a new, pre-filled email when clicked
  2. The user sends this email back to the system
  3. The email is processed by the inbound action

Best regards,

Rene

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