dspCompose

Set up Email Validations

Using an external request scenario, an external contact can send an email to the external data email account to

  • Add a request
  • Create an Excel-initiated request

Refer to Use External Request Scenarios and External Request Scenarios that Create Excel-initiated Requests for more information.

Validations are stored procedures or views that have been written and saved in a data source that is registered in the DSP®. A validation executes when an event occurs, and confirms that a process is valid. If the validation fails, processing stops. For example, a validation is registered to a Receive Email event. The validation confirms that an email received at a designated address has an attachment in a specified format. If the attachment is in a valid format, the validation passes and processing can continue. However, if the attachment is in an invalid format, the validation fails, and processing stops.

Validations may have Severity of Error, Warning, Message, or Workflow Only. If the validation Severity is set to Error and the validation fails, processing stops and the event the validation was registered to does not run.

Additionally, dspTrack™ displays an error message.

NOTE: That message was entered in the Message field on the Email Validation Message page.

dspCompose™ is delivered with multiple email validations.

A Template Administrator can register email validations that are run on emails received at the external data email account. These validations reduce time needed for support by handling basic email validation automatically. Refer to Add Custom Email Validations and Edit Default Email Validations for more information.

When dspCompose™ is installed, it is automatically configured to run email validations to check that:

  • The message is a valid type ( i.e., the alias included in the subject line of the email matches the alias for an external request scenario)
  • The request role is active for an active request (i.e., the External Data role has not been finished for the request)
  • The sender has permission to enter a request for the template (i.e., the sender has been added as an External Contact for the external request scenario)
  • The template for the request is active

For external request scenarios that create Excel-initiated requests, dspCompose™ also runs validations to check that:

  • The email has only one attachment
  • The email contains an attachment
  • The attachment is in .xls or .xlsx format
  • The sender has access to the template that is associated with the Excel file attached to the email
  • The template related to the Excel file attached to the email is active

When an External Contact for an external request scenario that creates an Excel-initiated request submits an Excel file as an attachment to an email, if any of the worksheets fail an email validation listed above, none of the worksheets in the Excel file will be processed. The external contact will receive a message from the first validation that fails. The external contact must correct and resubmit the Excel file.