You can create and send a Mailbox message from the BP record. You must send the Mailbox before sending the BP to automatically attach it to the BP record. The Mailbox message will be stored in your current project or shell Mailbox Sent folder, in the Project Mailbox folder, and the Inbox of recipients. In addition, if you reply to or forward the message, the reply and forwarded copies will also automatically be linked to the BP record.
Note: If you create a new Mailbox message and save it without sending, it will remain in your Mailbox Draft log in the current project or shell. You can later access this draft Mailbox and send it, but it will not be automatically linked to the BP record from which you originally created it. To link it, send the message first, and then attach it as you normally would an existing Mailbox message.
If a recipient replies to or forwards the linked Mailbox message, the reply or forwarded message will also be automatically linked to the BP.
To create and attach a new Mailbox message to a business process
- At the bottom of the BP form, click the Linked Mail link. The Linked Mail window opens.
- Click New. A Mailbox message window opens.
- Complete the Mailbox message window as normal, and click Send to send the message.
Once the BP record is sent, the Mailbox message and any subsequent replies to that message by other users will be automatically attached to the BP record.