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Email folders Tracker Field

Email Folder is a new Tracker field type, introduced in Tiki23, being able to hold a list of emails in flat format or IMAP folder-like structured support for Inbox/Sent/Trash folders.

Emails are currently moved to tracker items via the Webmail interface in Tiki (Cypht web interface). Cypht is used to display Tiki-stored messages and handle all relevant actions - read, reply, forward, copy, move, delete. Message can be moved to another tracker item or to an IMAP folder.

Recording of demo at October 2021 round table

1. Configuration

To configure the email folders tracker field, do the following: First of all you have to create a tracker. To create a Tracker, proceed as follows:

1.1. Creation and configuration of the Tracker

1.1.1. Check the activation of the Trakers feature

If the Tracker tab exists in the system menu go to the next point.

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Otherwise if the Tracker tab does not exist, so the feature is not yet activated, you can activate it by following the following steps :

  • Settings -> Control Panels
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  • Global Setup -> Features
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  • In the Main features section, check the Trackers box
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1.1.2. Create a Trakers

To create a Tracker click on:

  • Trackers -> List Trackers
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  • Create
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  • Enter the name of the Tracker
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  • Add a description if possible
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  • Finally save
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1.1.3. Add fields

Once the tracker is created. Click on :

  • the Tracker you just created
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  • then on the Field button
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The minimal configuration needs two fields:

  • the Text type field, which will serve as the description
  • the Folder type field, which will be used to store emails

1.1.3.1. The Text field

Do it by clicking on:

  • Add a field
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  • Enter the field name
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  • Choose the type of field, by default it is already Text Field
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  • Then validate by clicking on the Add a field button
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1.1.3.2. The Folder field

For the folder type field, click on:

  • Add a field
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  • Enter the field name
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  • Choose the field type, you must choose Email Folder
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  • Click the Add Field & Edit Advanced Options button
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  • Click the Options for Email Folder button
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  • In the Gallery ID field, select the option File Galleries > Emails
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  • In the field Use Folders select Yes, other fields are added below for the contiguration of the names of the folders. You can leave it like this
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  • And finally Validate by pressing Save
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1.1.4. Item creation

Once the configuration is complete, you must create an item. For this on the item page :

  • click on the Create Item button
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  • A modal window is launched, enter the Name in the Name field and validate
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2. Move emails to trackers

To move an email, open the email you want to move :

  • Click on the Tracker button
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  • In the small window select the Tracker you created
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  • Finally select the folder.
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  • Once done, here is the end result
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Related:

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