Define Which Business Objects can be Linked to Outlook Emails

Use the Objects page in the Configure Outlook Integration window (access from the Outlook Integration Manager) to define which Business Objects can be linked to Outlook emails.

To define which Business Objects can be linked to Outlook emails:

Add Select a type of Business Object to add to the list (ex: Incident)
Edit Edit the settings for the highlighted type of Business Object
Remove Remove the selected Business Object type and associated settings.
Up/Down Arrows Change the order of the Business Objects.
If Adding or Editing:

This is only applicable when adding or editing a Business Object.

  • General: Defines basic properties for the Business Object.
  • Update Behavior: Defines behaviors when updating a Business Object Record from an Outlook email.
  • Create Behavior: Defines behaviors when creating a new Business Object Record from an Outlook email.
  • Available Actions: Adds One-Step Action Actions that can be executed on the linked Business Object Record.