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Email Inbox Parser

The email inbox parser is a stripped-down version of the utility bar parser, which has been designed to be used within the email panes, as part of the Outlook and Gmail email integrations.

tip

Take note of any browser limitations around the email integration extensions.

Setup

The email inbox parser can be setup by firstly enabling the Outlook and Gmail email integrations, and then by creating an Email Application Pane lightning page. The CV Parser component can be dragged onto the page.

Due to the limited space available within the email pane, unlike the utility bar parser, the email inbox parser does not present the full page layout and parsed field values, instead a field set is used to define which fields should be displayed. This field set can be configured via a Seven20 Configuration metadata record with the developer name Quick_CV_Parser_Fieldset.

tip

Only use the field set for fields to be checked or edited during the parsing process, any field not in the field set will be saved to the record without being visible.

Record type selection

If a default record type has been configured, as within the utility bar parser, then this will be used to create the record. If no default record type has been configured, then the user will be prompted to select a record type from a list of available candidate record types.

Duplicate checking

The CV parser takes the same approach to duplicate checking as the utility bar parser.