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setting_up_the_bat_for_auto_book [2021/12/02 04:37] autobook |
setting_up_the_bat_for_auto_book [2022/01/01 05:54] (current) autobook |
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- | ===== - Setting up The Bat for Auto Book ===== | + | ===== Setting up The Bat for Auto Book ===== |
- | The Bat is an email client that allows for running a program and passing email contents such as text body, subject, etc. as parameters to that program via a hotkey. | + | The Bat is an email client that allows for running a program and passing email contents such as text body, subject, etc. as parameters to that program via a hotkey |
Thus, Auto Book can access all relevant data associated with an email and process them using extraction schemes. | Thus, Auto Book can access all relevant data associated with an email and process them using extraction schemes. | ||
- | If all data you want to extract from an email is contained within the text body, the advantage over using Auto Book's extraction hotkey (default: CTRL+SHIFT+E) to send data to Auto Book is minimal: You only save the step of marking the text to be processed (with your mouse or CTRL+A). | + | The advantage over using Auto Book's extraction hotkey (default: CTRL+SHIFT+E) to send data to Auto Book is twofold: |
- | However, | + | 1) In case you don't only need information from the email text body, but also information contained in the email' |
+ | |||
+ | 2) Using The Bat allows you to associate the Extraction Scheme and Database you want to use with a hotkey, i.e. you can set up different hotkeys to pre-select different Extraction Schemes/ | ||
Here's how to set up The Bat for data transmission to Auto Book: | Here's how to set up The Bat for data transmission to Auto Book: | ||
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⯈ In the Sorting Office, select **File > New Filter** from the menu. | ⯈ In the Sorting Office, select **File > New Filter** from the menu. | ||
- | {{: | + | [{{: |
+ | |||
+ | \\ | ||
+ | The settings of the new filter are shown in the right-hand panel of the Sorting Office. | ||
+ | |||
+ | ⯈ On tab **General**, | ||
+ | |||
+ | ⯈ In the **Condition: | ||
+ | |||
+ | ⯈ Below the **Actions: | ||
+ | |||
+ | ⯈ From the dropdown menu that opens, select **Run external action**. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | \\ | ||
+ | ⯈ In the dialog that opens, if you do //not// want to pre-select a specific extraction scheme or database, paste the following text into the **Command line** field, replacing " | ||
< | < | ||
C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR" | C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR" | ||
</ | </ | ||
+ | |||
+ | In this case, Auto Book will decide which extraction and database to pre-select in the [[start# | ||
+ | |||
+ | ⯈ To indicate a specific extraction scheme and database, paste the following text into the **Command line:** field, replacing [extraction scheme] with the name of the extraction you want to use (the name shown in the **Extraction Schemes** panel of Auto Book's **Home** tab) and [database] with the database name you want to use (the name shown in the **Databases** panel), and replacing " | ||
+ | |||
+ | < | ||
+ | C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR //$// [extraction scheme] //$// [database]" | ||
+ | </ | ||
+ | |||
+ | Example: | ||
+ | |||
+ | < | ||
+ | C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR //$// Client1 //$// OverseasClients" | ||
+ | </ | ||
+ | |||
+ | ⯈ To indicate only a specific Extraction Scheme, but not a Database, use the following line instead, replacing [extraction scheme] with the name of the extraction you want to use (the name shown in the **Extraction Schemes** panel of Auto Book's **Home** tab) and replacing " | ||
+ | |||
+ | < | ||
+ | C:\Auto Book\DataInput.exe "%TEXT //$// %OSUBJ //$// %ODATESHORT //$// %OFROMNAME //$// %OFROMADDR //$// [extraction scheme]" | ||
+ | </ | ||
+ | |||
+ | In this case, Auto Book will pre-select the indicated Extraction Scheme in the [[start# | ||
+ | |||
+ | ⯈ Leave the other options unchanged and click **OK**. | ||
+ | |||
+ | ⯈ On top of the filter settings panel, switch to the **Options** tab. | ||
+ | |||
+ | ⯈ Activate the checkbox **Execute actions of this filter by pressing this Hot Key**. | ||
+ | |||
+ | ⯈ In the field below, choose an arbitrary hotkey you want to use for transmitting data to Auto Book (obviously, avoid common hotkeys such as CTRL+S, CTRL+A, etc., as well as Auto Book's other hotkeys (shown on the **Hotkeys** tab). | ||
+ | |||
+ | ⯈ Below, activate the checkbox **This rule is executed only by pressing the hotkey**. This makes sure Auto Book is not called every time you receive an email. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | \\ | ||
+ | All done. Exit the Sorting Office, click on an email and press the hotkey you have chosen to see if the Auto Book [[start# | ||
+ | |||
+ | Note there are other ways to configure The Bat depending on your needs. For example, you could leave the checkbox **This rule is executed only by pressing the hotkey** unchecked and restrict the filter to a specific folder on the filter' | ||
+ |