Conversion/Upload substitute content
- Index inbound messages manually where no automatic index matches could be found. Only if you have Workflow Index permission enabled, otherwise indexing features are disabled. Further descriptions of index functions can be found in the Workflow Indexing section.
- Select from multiple index options if the automatic index matched more than a single customer.
- Adjust the default expiry date for the document, provided the user has the Workflow Expire permission.
- Delete some or all of the message content prior to archiving, provided the user has Workflow Delete permission.
- View and download content that failed to convert.
- Upload substitute content
- Change the content category allocated to the message
The page displays a list of messages including different fields. For description about the fields, refer to Common fields for Workflow pages.
- White – This is for parts in their original format. The delete radio button is checked.
- Light blue – This is for parts that converted successfully but are awaiting manual verification. The archive radio button is checked.
- Red – This is for parts that failed to convert. The archive radio button is checked.
- Indexed = 0 in the Message Index record implies that there were zero index matches by the auto-indexing function. If Indexed = 0, the Account Number, Customer Name and Customer Address fields are simply text input fields. You can fill in all or part of any one of these fields and have matches returned through a Vault API lookup against that field using settings provided in the Inbound Profile to perform the lookup.
- Indexed = 1 in the Message Index record implies that there is exactly one match by the auto-indexing function. If Indexed = 1, the Account Number, Customer Name and Customer Address fields are simply text input fields with the values of the text boxes populated respectively.
- Indexed = 2 in the Message Index record implies that there were multiple index matches by the auto-indexing function. If Indexed = 2, the Account Number, Customer Name and Customer Address fields are displayed in a drop-down. The drop-down contains the first 30 results from a new Vault API lookup at the time the page loads – first using email or mobile (MSISDN) From address and if that fails using the Last Name derived from the email address, e.g. “msmith@company_a.com”, “mike.smith@company_a.com”, or “mike_smith@company_a.com”, depending on the format of the email address.
To implement a Workflow Action: Select Workflow Action from the drop-down and click the Submit button. If you selected Alert Manager, the Workflow Alert page will be displayed for you to escalate the message to the appropriate manager by sending an email message. Clicking the Submit button will also trigger the Workflow processes of EngageOne™ Deliver. Refer to the Create Alerts section for details on how to create an alert. The bottom pane is an iFrame that displays the content (part of the message) which the user selects to view or download.
To view one of the message parts: Click icon under the View/Download column. If you are not satisfied with the format of the content for a given message part and you wish to change it, you can click Upload Substitute Content to implement the change.
To upload substitute content: Click Upload Substitute Content in the Conversion/Upload Substitute Content page. The EngageOne™ Deliver application renders a form on the bottom pane and prompts you to complete the fields. The Part number generated by EngageOne™ Deliver increments from S1 for the first piece of substitute content that is uploaded for a given message upwards. Click the Upload button to attach the uploaded file to the message. The content is written to the Folder Temp of the Inbound Profile with filename “From_Datetime_MessageIDHash_Part” and a new record is created in the Message Part Index table for the uploaded content.
To save updates: Click Submit button. All changes to content and indexing are saved and referenced by the workflow process selected except when Do Not Archive (delete) is selected. If you have selected this workflow action, all updates will be disregarded.