Configuring Data Points for Email

Data Point Configuration: https://veristorinfo.wistia.com/medias/jkqd1w68ro

Prerequisites

• Obtain administrator access to JIRA.

• Install the Smarthandler for Email add-on.

• Configure the Mail Handler settings for the handler, and note the Email Parser Type.
  This setting determines how the data points are extracted, based on the format of the incoming email message.

Configuring Key-Value Pairs

If email messages that match this handler will contain data structured as key-value pairs—such as data from a web form—you must identify the keys to extract the matching values as data points.

1. In JIRA, click the gear icon, and then click Applications.

2. Under Integrations, click SmartHandler, and then click the handler in the list.

3. Click the Data Points tab, and then do one of the following:

   • To create a new data point, click New Data Point.

   • To edit an existing data point, click the row in the list.

4. Configure the settings for the value you want to extract.

5. Click Save.

6. Repeat steps 2 – 6 for each value that you want to extract from incoming email messages.

Configuring Regular Expressions

If email messages that match this handler will contain free-form text, you must define regular expressions to extract keywords and phrases as data points.

1. In JIRA, click the gear icon, and then click Applications.

2. Under Integrations, click SmartHandler, and then click the handler in the list.

3. Click the Data Points tab, and then do one of the following:

   • To create a new data point, click New Data Point.

   • To edit an existing data point, click the row in the list.

4. In the Define a Data Point section, configure the following settings.

5. In the Create Regex Expression section, define patterns to find the value you want to extract.

   1. (Optional) In the Template column, select the template that most closely matches the pattern you are looking for in the email message.
      The regex for the selected template is automatically populated as the initial regex.

   2. In the Initial Regex column, enter the regex for the entire pattern you are looking for.

   3. OPTIONAL In the Nested Regex column, enter the regex for subset of the initial regex that you want to extract as the value.
      For example, if your initial regex matches a pattern such as Invoice #123456, you can use a nested regex to extract only the number itself as the value of the data point. In this example, the initial regex would be ^Invoice\W#\d{6}$, and the nested regex would be ^\d{6}$. If you don’t enter a nested regex, the entire initial regex is used as the value.

   4. OPTIONAL To add another regular expression, click the plus sign, and then repeat steps a – d.
      The handler evaluates the regexes in order. If it does not find a match for the first regex, it will evaluate the next regex for a match. The handler stops evaluating subsequent regexes as soon as it finds a match in the email message.

1. Click Save.

2. Repeat steps 2 – 7 for each value that you want to extract from incoming email messages.

Defining the Date or Time Format

If the value you are extracting is a date or time, you must specify how the value will be formatted in the email message.

1. In the Define a Data Point section, select the Is this a Date or Time? checkbox.
   A menu appears that lists templates for common date and time formats.

2. Select the template that most closely matches the expected format of the value in the email.
   The pattern for the selected template is automatically populated in the field below the menu.

3. Edit the pattern to reflect how the value will be formatted in the email message.
   The add-on supports the Java date and time pattern syntax. For example, MM/dd/yyyy for dates formatted such as 10/21/2006. For a complete list of supported formats, see Java Documentation - Customizing Formats.

Next Steps

• Configure the actions to take when an incoming email matches this handler.