You can link shell mailbox messages directly to BP records using the Linked Mailbox link at the bottom of the BP form.
Note: This option is available only in BPs that have been set up to accommodate linked Mailbox messages. Attaching messages or viewing attachments depends on your Mailbox permissions.
To view a list of BP records to which a message is linked:
- Open the message.
- If the message is linked to a BP record, the upper portion of the message displays the following:
This message and any future replies are linked to records. Show list
- Click the Show list link to view the list of BP records to which the message is linked.
To view the linked business process records associated with an email:
You can view the linked business process (BP) records associated with an email, and when you reply to the email directly from the linked business process record, or from the Inbox, your reply will be part of the business process record.
- From your shell (user mode), click the Mailbox node to expand.
- Click Inbox sub-node to open the Inbox log.
- Click an item from the list to see the preview, on the right-hand pane of the page Inbox log.
When available, on the right-hand pane, under the "To" field, a message appears which states, "This mail and any future replies are linked to business process records." Click the link in the message to open the business process records log (Linked Business Process Records log). Similar to a business process record log, the Linked Business Process Records log lists the records (Business Processes) and displays details (Record Details tab) for each record, on the right-hand pane.
You can click Reply, enter your message, and click Send. When you take this action, you can go to the BP log of your shell (Logs node), click on the BP record to open it, and from the right-hand pane click the Linked Mail tab to see your reply, or other replies, related to the BP record, listed.
Example
You have an Action Item BP record with a linked email. When you open the email, the email contains a link to the Action Item BP record.