Define General Options for Business Objects Linked to Emails

Define basic properties for Business Objects that are linked to Outlook emails. These properties determine which Business Object Records the Cherwell Outlook Add-In lists as potential link items.

Define potential link items to show for the identified customer. For example, if an Outlook Integration Configuration identifies a customer (based on the Customer Identification settings), but cannot find a definitive Business Object to link to, it suggests potential link items that the user can select from.

To define general properties for Business Objects linked to emails:

Related Items Lists the most recent records based on a specified Relationship (example: Incidents associated with the identified Customer).
Main <Business Object> Only

Lists only the identified Customer as a link item.

This option is only applicable if the Business Object selected on the Objects page is a Customer Object (example: Customer - Internal). In this case, using a Relationship does not make sense because the linkable object is the Customer Record itself (rather than a Business Object related to the Customer Record).

If Customer is not part of the Customer bus-ob group, automatically determine potential link items Lists related Business Object Records for an identified customer who is not part of the CSM Customer Business Object Group (example: an external Customer Business Object). In this case, the system searches all of the Relationships for that object until it finds one whose child type is the same as the Business Object specified on the Objects page.
Allow Creation of new <Business Objects (ex: Incidents)> from Outlook Allows Business Objects to be created directly from the Outlook Add-In. If this option is cleared, the Create Behavior page disappears.
Display New Record before Saving Shows new Business Object Records created from the Outlook Add-In before being saved in CSM. This gives the user a chance to tweak records and potentially fill in required information that could not be determined automatically.