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Creating a "Go to" function

You can use a Go to function to help your users with their daily work. Your users can then open e-mails easily in a different application (e.g. an ERP system).

You can create a Go to function for any third-party provider application that can be accessed with a URL.

When you create the function, you can also define whether the other application is displayed in the inbox on the sidebar or opened in a browser window, for example. Make sure that the relevant resource can be integrated. If your resource prevents integration, select the option for displaying it in a separate browser window.

Let's assume you want to create a new Go to function.

This is how it works

  1. Open the Configuration feature from the start page and navigate to E-mails in the Document management category.

  2. Select the entry 'Go to' functions under Context menus and functions.

  3. Then choose the context action Create new 'Go to' function.

  4. Enter a name for the regular expression and add a description if necessary.

  5. Under Menu entry, enter a display name for the context menu. If necessary, add the placeholder <DOCVALUE> to the display name. The placeholder is filled with the result of the regular expression. If you want to use the result of the regular search, omit the placeholder.

  6. Under Group for authorized users, you can define specific groups that you want to see the context menu, if necessary. If you want to provide the Go to function for all users, leave the field empty.

  7. Enter a regular expression for the search in the repository and, if necessary, click the pen icon to test the regular expression. For example, if you use the regular expression D[0-9]{8}, a document ID such as D00000191 is found and the result of the search is provided in the placeholder <DOCVALUE>.

  8. Choose the elements for which the regular expression is to be used.

  9. Under Open URL, enter the URL that you want to open for the result of the regular expression. If necessary, add the placeholder <DOCVALUE> to the URL. Only one individual result from the regular expression is ever used. You can also use a path to an application in the form of a URL.

  10. Choose whether you want to display the Go to function in the sidebar or in a separate browser window.

  11. Save your entries.

To ensure that your users can use the Go to function you created, you must restart their e-mail applications.

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