Next Generation Mail Handlers

SINCE VERSION 8.0.0

Mail handlers can be accessed from the app's administration page. To see the list of mail handlers, go to INCOMING MAILS --> Mail Handlers. The different types of mail handlers are displayed separately. Classic Mail Handlers and Next Generation Mail Handlers are shown as follows:

Unlike with the Classic Mail Handler, when using Next Generation Mail Handler you need create an Incoming Mail Connection first. Handlers of this type prove to be simpler and more powerful as they do not require or use any incoming mail accounts or handlers from Jira's Incoming Mail page. This is a standalone, Email This Issue-only component free from any limitations or malfunctions Classic Handlers inherit from Jira.

Read more about creating Mail Accounts here.

General settings

The mail handler General Settings may be edited using the General Settings button. The settings here affect all Next-Gen mail handlers.

AttributeDescription

Global Email Address Exclusions

Global Email Address Exclusions serve the same functionality as the Save senders and recipients action's Exclusion option. Under the Exclusions tab, regular expressions may be defined. If the email's sender address or recipient addresses match any of these regexes (or static addresses), they are discarded and not saved as values in issue fields.

This is useful to filter out senders and recipients not matching a certain domain or to prevent saving the mail box email address to issue fields. Global Email Address Exclusions are applied to all Next-Gen mail handlers and are added in addition to unique settings in the handlers.

Adding or editing a Next Generation Mail Handler

Next Generation Mail Handlers may be added using the Add Next-Gen Mail Handler button and Edited by clicking the three dots next to their name and choosing Edit.

Handlers are composed of two main sets of attributes:

  • Basic attributes

  • Configurable Handler Actions

Basic Attributes

When you add or edit a handler, the following attributes can be specified as basic attributes:

AttributeDescription

Name

Unique name of this handler.

Description

A longer description of the purpose of the handler. Optional.

Incoming Mail Connections

Incoming Mail accounts from which the handler receives the incoming emails.

These accounts are defined in Email This Issue and are independent of the mail accounts defined in Jira.

Next Generation Mail Handler may be used with multiple mail accounts which makes them ideal to provide a single channel to process emails sent to different mailboxes (you can use more than one email addresses for one project).

Default reporter

The default account used to create issues or requests and add comments when the email sender is not permitted to carry out these operations.

Required Permissions

In order to make the handler fully compatible with Jira Service Management, the default reporter must have Project Administration and Service Management Agent permissions. It is typically achieved by assigning the default reporter to the Administrators and Service Management Team project roles and assigning Service Management application access.

When the handler is configured to work with a non-Service Management project, the default reporter must have Browse Projects, Create Issue, Create Attachments, Add Comment, Manage Watchers, Transition Issues permissions.

Debug

If enabled, the Next Generation Mail Handler will generate much more verbose output to the Incoming Mail Log.

Handler Operations

Next Generation Mail Handlers offer a few operations via the action menu:

OperationDescription

Edit

Edit the handler's basic attributes

Configure

Configure the actions the handler executes when processing an email (see below)

Delete

Delete the handler

Disable / Enable

Disable or Enable the handler. Disabled handlers will not process incoming emails.

General Behavior of Mail Handlers

Mail Handlers (regardless of them being Classic or Next Generation Mail Handlers) follow the same scheme of behavior. They process emails in three phases as shown in the following diagram:

Example configuration:

Configuring a Next Generation Mail Handler

Unlike the Classic Mail Handlers, Next Generation Mail Handlers are built from small, configurable actions. Each of them performs a very specific operation.

The actions in each section are invoked in the order they are listed. Common operations of each action are the following:

  • Edit: modify the parameters in the actions (not available to all action types)

  • Move up: moves the action up by one position

  • Move down: moves the action down by one position

  • Delete: deletes the action from the handler

Email Filter Actions

Email filter actions check different characteristics of the incoming emails. If an email passes a filter, the next filter is checked. If an email does not pass a filter, then the process stops and the email is marked as filtered out and is not processed.

There can be multiple filter actions added to a handler. To add a filter action, use the + icon.

Available Email Filter Actions:

FilterDescription

Bulk Emails

Filters out emails with Precedence: bulk header

Delivery Status Notification Emails

Filters out delivery notification emails, which means emails with content type report-type=delivery-status

Auto-submitted Emails

Filters out auto-submitted (auto-replied, auto-generated, auto-notified) emails such as Out of Office mails.

This includes emails with header Auto-Submitted set to anything else but "no"

Large Emails

Filters out emails larger than a specified size threshold (which is 25MB by default) including attachments.

Emails Sent from This Jira

Filters out emails sent from this Jira instance (based on the Jira fingerprint header)

Emails Sent from Other Jira

Filters out emails sent from any other Jira instances (based on the Jira fingerprint header)

Emails by Recipient Address

Filters out emails that were not sent to recipients configured in this action. You can specify multiple email addresses or regular expressions that will be matched against the recipients (To, Cc) of the email. Unless either of the recipients matches any of the email addresses or regular expressions, the email is filtered out.

Filter by Sender Address

Filters incoming emails by the senders email address

Filter Name: name of the filter item, you can add more of this filter to the handler with a unique name

Filter by global blocklist: there is a global sender blocklist available in General Configuration, enable this option to use it in this filter

Filter type: if not using the global blocklist, you can specify if this filter accepts or refuses emails sent from addresses matching the regular expressions

Regular expressions: these regexes (Java format, one per line), are matched against the sender's address. If one of the regexes matches, we accept or refuse the email depending on the type being allowlist or blocklist. As a safety measure, please always start your regex with (?i) when matching email addresses.

Emails by email attribute

SINCE VERSION 8.0.3

Filters out emails if the regular expression matches the text in the configured email attribute. You may define a Template to send a bounce email if this filter rejects the incoming email.

  • Email Field: specifies the email attribute that is matched against the regular expression:

    • Subject

    • Body

    • Recipients

    • Senders

    • Email Headers → in this case a new field appears where you can define the Header name.

  • Regular Expression: the expression that matches and extracts content from the email field. As a safety measure, please always start your regex with (?i) when matching email addresses.

Finding Issues for Emails

This part of the handler contains Issue Lookup Actions whose responsibility is to find issues associated with the email using different approaches. The approaches to find issues associated with emails are:

  • Find issues by the issues key appearing in the email subject

  • Find issues referenced by the In-Reply-To or References headers

  • Find issues by a JQL query composed of the email attributes

There may be multiple issue lookup actions and they are executed in the order of appearance. If a lookup action finds a single matching issue, the rest of the actions get executed and the issue is later used by the handler.

If the lookup actions do not find any issues or find multiple issues, it is considered as no issues are associated with the email and the email is not processed.

Add lookup actions by clicking the + icon.

Available Issue Lookup Actions:

ActionDescription

Find issues by issues key appearing in the email subject

This is the most well-known form of mapping emails to issues. If an issue key appears in the subject, the handler looks up the issue and will use it later on during the process.

If more than one issue keys are included in the subject, they are evaluated from left to right.

Find issues by references in email headers

The handler investigates the In-Reply-To and References email headers. If they refer to an issue, the handler searches for the issue and if found, it will use it later on during the process. This lookup action can be used to maintain email chains. Please refer to this documentation on how: Maintain Email Chains (Email Threads) in Jira

Find issues by JQL

This lookup action extracts content from the email and executes a JQL query to find the issue:

  • Email Field: specifies the email attribute that is matched against the regular expression:

    • Subject

    • Body

    • Recipients

    • Senders

    • Email Headers

  • Regular Expression: the expression that matches and extracts content from the email field. As a safety measure, please always start your regex with (?i) when matching email addresses.

  • JQL: the JQL that is composed of the extracted content referenced by capture groups and locates the issues. For example, in the above image, you can see that we check if the incoming email's body matches a regular expression against an issue in which the "External ID" custom field has the regular expression's first capture group ($!group1) as a value. If it only finds one exact match, the issue will be found, if it finds more than one matches, the issue will not be found.

Altering Existing Issues

The "Issue found for email" section of the mail handler is composed of actions that are executed if the handler could associate an existing issue with the email that is being processed. Unlike the Filter Emails and Find Issues sections, which include actions of the same kind, this section has a variety of different actions.

Add actions by clicking the + icon of the section.

The summary of actions to be used here is as follows:

ActionSummary

Add comment to the issue

Adds a comment to the issue.

Update Issue

Groups actions setting issue fields

Add extra audit log

Adds an additional audit log to the Emails tab.

Execute Workflow Transition

Executes a workflow transition in the issue's current status

Send Auto-reply email

Sends an auto-reply email using a selected template

Save senders and Recipients

Saves email senders and recipients to issue fields

Set Field

Sets an arbitrary issue field

Condition

Provides conditional processing

Adding comments to issues

This action adds a comment to an existing issue that is found by the issue lookup commands. The action may be configured based on the below popup dialog:

AttributeDescription

Comment Visibility

Defines the visibility of the comment added by the action.

For Service Management projects, options include:

  • Default: comment will be public if added by a Customer of the request, or by an agent

  • Internal: all comments become internal (comments by customers will be added by the default reporter)

  • Public: all comments will become public (comments by collaborators will be added by the default reporter)

  • Public if customer: only customers comments will be public

For Software and Business projects, a user group or project role may be selected.

Add attachments

Defines how the action handles attachments in the email. Options include:

  • Always add Attachments

  • Do not add Attachments

  • Do not add attachment if one with the same name exists

  • Do not add attachment if one with the same name and size exists

  • Filter attachments using the Attachment Filters

Split Regex

This field may contain Java regular expressions that will be matched against the comment body. If either of the regexes matches the body, the body is split at the match position. The part of the body before the match position will be added as the comment, while the rest is dropped. As a safety measure, please always start your regex with (?i) when matching email addresses.

Default Reporter Comment Event

If a public comment would be added by an external sender it is added by the default reporter in Jira Service Management projects. This setting provides you with a choice to configure how to handle such cases.

  • No event: The comment does not trigger anything in the system. This means that there will be no Service Management events thrown, automations will not be triggered, Email This Issue or Jira Service Management notifications will not be sent, but the SLA remains intact.

  • Email This Issue Event: The comment only sends notifications from the app. This means that there will be no Service Management events thrown (Jira Service Management notifications will not be sent), no automation will be triggered, but Email This Issue notifications will be sent and the SLA remains intact.

  • Service management Event: The comment is added as if it was left by an administrator. This means that Service Management events will be thrown as usual, automations will be triggered as usual, Email This Issue and Jira Service Management notifications will be sent but your SLAs will not work as they should (they will be stopped by the comment even if they should not).

Attach original email as .eml attachment

If enabled, the original email is attached to the issue as an email file (.eml format).

Updating issues

This action is a placeholder for actions that modify the issue fields. It has no attributes to configure. Child actions may be added via the eclipse menu.

Adding extra audit logs

This action adds an additional audit log to the incoming mail log, and the incoming email will be visible on the email's tab.

This option may be used when you would like to update an issue without adding a comment (for example modify a field) but you need it to show in the request (in the email tab).

This action cannot be edited, it may only be added or removed from the list of actions.

Executing Workflow Transitions

This action executes a workflow transition on the issue. The transition to execute is either determined by a transition property or by email content. The action can be configured as shown here:

AttributeDescription

Select transition

Defines how a transition to be executed is selected. There are two options:

  • By a transition property: adding the property jeti.on.email.transition to a transition (with value true) will mark it to be executed.

  • By email content: if this is selected the email content may determine the transition to execute.

Regular Expression

A regex that is matched against the selected email field. It may extract part of the content into capture groups. As a safety measure, please always start your regex with (?i) when matching email addresses.

Email Field

The email attribute against which the regex is matched.

Transition

Name or ID of the transition to execute, it may refer to capture groups of the regex.

Example: Execute the transition named in the email body

Note: Workflow Conditions or Workflow Validators may block the transition from being executed but this does not affect the processing of the email.

Sending auto-reply emails

This action sends an auto-reply emails to the email sender using a selected email template. By deafult the sender of the auto reply is the default reporter. The action can be configured as shown here:

AttributeDescription

Template

An Email This Issue Email Template that is used to generate the auto-reply emails. Auto-reply emails usually acknowledge the successful processing of the emails.

Outgoing Mail Connection

An Outgoing Mail Connection that will be used to dispatch auto-reply emails.

Possible values:

  • Use Jira's outgoing mail settings - This option will use the connection configured in your Jira.

  • Use the default connection - This option will use the connection set as 'default' in the Email This Issue Outgoing Mail Connections.

  • You can also select any connection that was previously configured in Email This Issue Outgoing Mail Connections.

From Address

Optionally you can override the From Address set in the auto-reply email. Your SMTP server must accept the specified From Address as valid sender (support relaying).

From Name

Optionally you can override the From Name set in the auto-reply email.

Reply-to Address

Optionally you can specify a reply-to address. Emails as a reply to the auto-reply email will be sent to this address

Saving senders and recipients

This action saves email senders and recipients into issue fields. The action can be configured as shown here:

Note: It is possible to configure from which email field the app should save the recipients to issue fields. Click on the TO and CC labels to enable/disable the corresponding email fields.

AttributeDescription

Senders: User w/o permission

Select the issue field to which the sender will be saved if s/he does not have permission to create or access the issue in Jira.

User picker or text fields are available.

Senders Unknown to Jira

If the sender is unknown to Jira (neither a user account nor a customer account exists for the email address), the email address may be saved to a text field. Email addresses saved here may be set as recipients in notifications or manual emails.

Recipients: SD Customer

If a recipient email address is recognized as a SD Customer (and the issue is a SD Request), then the customer account will be saved to the selected user picker field. (Default is Request Participants).

Recipients: SD Agent

If a recipient email address is recognized as a SD Agent (and the issue is a SD Request), then the user account will be saved to the selected user picker field. (Default is Watchers).

Recipients: User w/ Permission

If a recipient email address is recognized as a User with permission i.e. Collaborator in SD projects (and the issue is a SD Request), then the user account will be saved to the selected user picker field.

Recipients: User w/o Permission

If a recipient email address is recognized as a User without Permission to view the issue, then it will be saved to a user picker field or his email address is to a text field.

Recipients: Unknown to Jira

If the recipient is unknown to Jira (neither a user account nor a customer account exists for the email address), the email address may be saved to a text field. Email addresses saved here may be set as recipients in notifications or manual emails

Adding email address exclusions

Under the Exclusions tab, regular expressions may be defined. If the email's sender address or recipient addresses match any of these regexes, they are discarded and not saved to issue fields.

This is useful to filter out senders and recipients not matching a certain domain or to prevent saving the mail box email address to issue fields.

Sign-up settings

SINCE VERSION 8.0.3

In case of Jira Service Management and if the Service Desk is Open for signup, you can define from which email fields you would like to create a new customer. If you turn off the creation of new customers, then the Mail handler treats the email address as "Unknown to Jira".

You can also send a signup notification to your new customers, with the Notify newly created customers option. After enabling it you can see the settings for the notifications:

AttributeDescription

Template

Select a template that will be used to generate the signup notification emails. Note that you can only choose templates here that were created from the Service Desk Customer Invitation theme. In the template, you can use the $!customer.displayName field to refer to the name of the newly created customer (the names of newly created customers are their email addresses).

Outgoing Mail Connection

Select an Outgoing Mail Connection that will be used to dispatch customer signup notification emails.

Possible values:

  • Use Jira's outgoing mail settings - This option will use the connection configured in your Jira.

  • Use the default connection - This option will use the connection set as 'default' in the Email This Issue Outgoing Mail Connections.

  • You can also select any connection that was previously configured in Email This Issue Outgoing Mail Connections.

Setting issue fields

The action sets issue fields from email content. The action can be configured as shown here:

Example for extracting value from email:

Example for entering value manually:

The How to set fields option is a method selector:

MethodDescription

Extract value from email

This method extracts a value from an email field. This extracted value should be used in the Value field.

Enter value manually

This is a manually added value.

AttributeDescription

Issue Field

The (system or custom) field to be set in the issue.

Regular Expression

A Java regular expression that is matched against the selected email field. It may extract part of the content into capture groups. As a safety measure, please always start your regex with (?i) when matching email addresses.

Email Field

The email attribute against which the regex is matched.

Value

Manually entered value (e.g. name of a Priority) or reference to the capture groups of the regex. As shown in the example, it follows Velocity Markup syntax therefore it is possible to use #if or other Velocity statements, value transformations.

Default

If the result of the Value attribute is empty or the regular expression does not match the content of the given mail field (for example Value is "Allan the Admin guy" for the CC field but there are no recipients in CC or nobody in the CC field is called "Allan the Admin guy"), the Default attribute will be added as a result. This is a simple text value.

Input helping table for system fields

FieldInputValueValue exampleDescription

Affected version

Multiple

Version number, what existing in the project

1.1.1, 1.2.3

Assignee

Single

username user key email address Full name (if only one user exist with this name)

admin JIRAUSER10000 admin@my-company.com John Smith

Component

Multiple

Component name, what exists in the project

Jira, Intranet

Description

Single

Text

This is my description

If the length of the description is longer than the maximum length of the description field, the truncate process could cause formatting problems in the formatting.

Due date

Single

A date in this format: yyyyMMdd HH:mm:ss

20200506 06:00:00

Please use the date parser.

Environment

Single

Text

My environment

This field is truncated if necessary.

Fix version

Multiple

Version number, what existing in the project

1.2.3, 1.1.1

Issue security

Single

Security level name, what exists in the project

SecurityL1

Issue type

Single

Name of the issue type, what exist in the project

Task

Labels

Multiple

Text

Label1, Label2

If the label does not exists in the issue, Email this Issue creates it.

Original estimate

Single

Number

12

Priority

Single

Priority name, what exists in the system

High

Project

Single

Project key, what exists in the system

TESTP

The email sender must have create issue right for this project.

Remaining estimate

Single

Number

12

Reporter

Single

username user key email address Full name (if only one user exist with this name)

admin JIRAUSER10000 admin@my-company.com John Smith

Summary

Single

Text

This is my summary

This field is truncated if necessary. In this case the maximum length is 255 characters.

Input helping table for custom fields

FieldInputValueValue exampleDescription

Cascade select

Single

Json array of parent and child: ["parent","child"] Json array with parent element: ["parent"] Single parent name

["Europe","Hungary"] ["Europe"] Europe

You can use the cascade parser.

Date

Single

A date in this format: yyyyMMdd HH:mm:ss

20200506 06:00:00

Please use the date parser.

Date time

Single

A date in this format: yyyyMMdd HH:mm:ss

20200506 06:00:00

Please use the date parser.

Epic link

Single

An epic issue key

TESTP-12

Group

Multiple

Group names in the system

jira-users, my-group

Label

Multiple

Text

Label1, Label2

If the label does not exists in the issue, JETI creates it.

Multi select

Multiple

Fields option names

Option1, Option3

Multi user

Multiple

username user key email address Full name (if only one user exist with this name)

admin, user1 JIRAUSER10000, JIRAUSER10001 admin@my-company.com, user1@my-company.com John Smith, John Doe

The list could be a mix of these values: admin, JIRAUSER10001, user1@my-company.com

Number

Single

Number

12

Select

Single

Option name, what exists in the field

Europe

Request type

Single

Request type in the issue

HR request

Text

Single

Text

My text

Supports single and multi line text fields. This field is truncated if necessary.

User

Single

username user key email address Full name (if only one user exist with this name)

admin JIRAUSER10000 admin@my-company.com John Smith

Text fields truncate

There is a limitation in Jira for the length of the text fields. Before the Set Field action adds value for text fields, it truncate the text to this maximum length. The default maximum length of the text fields is 32767 characters.

How to initialize Date and DateTime picker fields

If you want to set Date or DateTime picker fields, date or date-time values from the email must be parsed. Email This Issue provides an object that supports date parsing.

For example:

regexp returns the date string in the first capture group: 23/07/2015. Then set the Value to $parser.parseDate("dd/MM/yyyy", $group1).

The date or date-time pattern follows the syntax in Java SimpleDateFormat.

There is a possibility to set the current timestamp as the target value of any Date or DateTime picker field. To do this, set Value to $parser.now().

Note: the latter feature is also available for text (single line) field assignments. Moreover, in this case the user can specify any valid date/time pattern, how the text shall be written into the field, e.g. by using $parser.now("dd/MM/yyyy"). On the other hand, Date and DateTime picker fields accept data only in a specific format, therefore you do not need to specify any pattern for them. If you still do it, the expression will be automatically overwritten to the parameter-free variant of the parser.

Initialize multi-select fields

In order to save values in multi-select custom fields, the value must be a comma-separated list of literals. Each literal must match a valid option in the field.

e.g. your regex returns the values in groups 1, 2 and 3. Then set the value to $group1, $group2, $group3

Initialize cascading select fields

It is possible to save values in Cascading Select fields.

If you want to initialize the parent value of a cascading select field, configure the rule with a manual value or with a value from a capture group.

If you want to initialize both the parent and child values, use a special syntax in the Value field: $parser.cascade("<parent-value>", <child-value>").

For example:

  • $parser.cascade($group1, $group2) or

  • $parser.cascade("some value for parent", "some value for child")

Increment or Decrement number fields

If Value is set to a number prefixed with a + or -, and the Issue Field selects a number custom field, the current value of the field will be incremented or decremented respectively, otherwise, the field is set to the value.

E.g if Value is "+2" the field value is incremented by 2.

Mandatory field support

If you have mandatory fields on your create issue screen or on your service management portal, the create issue action shows it on the Mail handler configuration screen:

IconDescription

There is no required field, or all required fields are covered by a Setter action

In case of service management, you can not create request if a field is required on the portal and you don't have a Setter action for that field.

In case of Jira project if any field is required, you don't need to add Setter action

Conditional processing

Conditions allow for the conditional processing of emails. This is useful when fields must be set differently depending on some conditions. Conditions can be configured as shown here:

Condition actions provide conditions:

  • on the sender

  • on the issue

  • on the email content

Note: It is not necessary to specify all types of conditions in a Condition action. It is perfectly valid to have any number of combinations. If multiple condition types are provided, they are AND-ed.

The simplest conditional processing is using a static regular expression on an Email Field. In this example, we are looking for the text Project: HR in the incoming email's subject:

You can also use JQL queries during conditional processing. In this example, we are checking if the issue found for the incoming email has the issue type "Service Request":

You can combine the above two examples by using a JQL and a regular expression in order to narrow your condition for further mail handler actions: In this example, we are checking the incoming email's body to see if it contains a text "INT-" and then any four digits. If the body of the email contains this string, we'll then check if the issue we found also has the same value for the custom field called "Serial number" as the four digits in the email's body (in this case $!group1 refers to the four-digit part of the regex).

AttributeDescription

Email Sender is

This is a multi-select dropdown to set conditions on the sender. Options include:

  • External: it means email sender is unknown to Jira

  • Service Management Customer: the sender is a SD customer and the issue is a SD Request

  • Service Management Agent: the sender is a SD Agent in the SD Project

  • User with Permissions (Browse): Sender is a user with Browse permissions to view the issue

  • User without Permissions: Sender is a user without Browse permissions

  • Disabled User: Sender is an inactive user

Since version 8.1.1 it is possible to select Jira User groups as well. Just start typing the name of the groups you want to add and select from the matching groups.

Project

If no issue is found and the sender condition requires a project, the admin can select a project here for the permission check. If no Project is selected, the project selected in the first Create Issue child action will be used.

The following sender conditions require a project:

  • Sender is Service Management Customer

  • Sender is Service Management Agent

  • Sender is User with Permissions

  • Sender is User without Permissions

JQL

If specified, the issue is required to match the given JQL to fulfill the Condition

Email Field

Email Field that is matched against the regex. The condition is met if the email field matches the regex

Regular Expression

Regular expression to match against the email field. As a safety measure, please always start your regex with (?i) when matching email addresses.

Available Child Actions

Conditions typically have child actions that can be added by clicking the three dots next to the condition:

Child actions include all the above-mentioned action types, plus two additional ones:

  • Condition

  • Else

Nesting Conditions

It is possible to add a condition action within another condition action, therefore nesting conditions into each other:

Else

"If" condition may include an "Else" part, which is executed if the condition is not met. You can add this by selecting Else after clicking the three dots next to the condition's name.

Else actions also have their own child actions and conditions:

Creating a new issue and linking it to an existing issue

SINCE VERSION 8.0.4

The Create Issue action creates a new issue. If added to the section "If Issue found for email", it will create a new issue instead of commenting the existing one. The two issues may be linked using the link type attribute, but this is optional.

This feature can be useful if your processes do not allow commenting on closed issues. In this case, simply add a Condition that checks if the issue which was found for the email is closed, resolved etc. If so, create a new issue, otherwise comment the existing one. If you use the Advanced option for issue creation, please find the Link type field on the Other Settings tab.

Creating new issues

The "Issue not found for email" section of the mail handler is composed of actions that are executed if the handler could not associate an existing issue with the email that is being processed. Unlike the Filter Emails and Find Issues sections, which include actions of the same kind, this section has a variety of different actions.

Actions may be added by clicking the + icon of the section.

Summary of actions to be used here is as follows:

ActionSummary

Create Issue

Creates a new issue from the email.

Execute Workflow Transition

Executes a workflow transition in the issue's current status.

Send Auto-reply email

Sends an auto-reply email using a selected template

Save senders and Recipients

Saves email senders and recipients to issue fields. This action may be added as a child action of the Create Issue Action.

Set Field

Sets an arbitrary issue field. This action may be added as a child action of the Create Issue Action.

Condition

Provides conditional processing.

Create Issue action

This action creates a Service Management request or Jira Issue from the email content. The incoming email's subject will be the Summary of the created issue, while the email's body will be the Description by default. Basic and advanced issue creation options are available. The action can be configured as shown in this section. Example for basic issue creation:

AttributeDescription

Project

Defines the project in which the issue will be created. Mandatory field.

Issue Type

Defines the issue type for the new issue. Mandatory field.

Request Type

Defines the Customer Request Type of the new issue. A mandatory field for Service Management projects. If you do not select a request type, the Core API will be used. In this case, customer creation and setting the sender customer as a reporter will not work. As long as you have a Request type selected the Jira Service Management API will be used by the handler; customer creation and setting a sender customer as a reporter will work as intended.

Add attachments

Defines how the action handles attachments in the email. Options include:

  • Add Attachments

  • Do not Add Attachments

  • Do not add attachment if one with the same name exists

  • Do not add attachment if one with the same name and size exists

  • Filter attachments using the Attachment Filters

Split Regex

This field may contain Java regular expressions that will be matched against the comment body. If either of the regexes match the body, the body is split at the match position. The part of the body before the match position will be added as the comment, while the rest is dropped. As a safety measure, please always start your regex with (?i) when matching email addresses.

Attach original email as .eml attachment

If enabled, the original email is attached to the issue as an email file (.eml format).

By choosing the Advanced option it is possible to set the Project, Issue Type and Request type based on the incoming email.

Example for advanced issue creation:

Please note that fields marked with * are required.

AttributeDescription

Regular Expression *

Enter the Java regular expression you want to use to extract values from the email.

Email Field *

Specify the email attribute to match the regular expression.

Value *

Enter the value to set the project. The result should be a project key or ID. Velocity Markup can be used (e.g. $!group0).

Default

This value will be used if the Value field returns an empty result.

When a project key can't be extracted from the email or the project does not exist, the default value will be used.

The default value should be an existing Project key.

AttributeDescription

Regular Expression *

Enter the Java regular expression you want to use to extract values from the email.

Email Field *

Specify the email attribute to match the regular expression.

Value *

Enter the value to set the project. The result should be a project key or ID. Velocity Markup can be used (e.g. $!group0).

Default

This value will be used if the Value Field returns an empty result.

When an issue type can't be extracted from the email or the issue type does not exist, the default value will be used.

The default value should be the name of the ID of an existing Issue Type.

Note: There are no required fields on the Request Type tab. If no rules are configured for request type resolution and the Project is a Service Management Project, the created issue won't have a valid request type.

AttributeDescription

Regular Expression

Enter the Java regular expression you want to use to extract values from the email.

Email Field

Specify the email attribute to match the regular expression.

Value

Enter the value to set the request type. The result should be a request type name or ID. Velocity Markup can be used (e.g. $!group0).

Default

This value will be used if the Value Field returns an empty result.

When a request type can't be extracted from the email or the request type does not exist, the default value will be used.

The default value should be the name of the ID of an existing Request Type.

AttributeDescription

Add attachments

Defines the attachment policy

Split Regex

If set, only the content of the email body above split regex will be added to the Description. The split regex functionality uses Java Regex Syntax.

Attach original email as .eml file

Choose this to attach the original email in .eml format to the created issue

Routing emails to multiple projects

By using conditions, you can route incoming emails to multiple projects depending on the email content. Below is an example that creates issues in different projects depending on the recipient address via which the email was received.

Testing your Mail Handler

You can test your Mail handler by clicking on the Test Handler button.

On the upcoming screen, you can upload any .eml file to test the configuration of the current Mail Handler.

It is important to know, that this is an ordinary mail handler execution, therefore it is only to be used for testing purposes.

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