Parse email content with regex and advanced options

Extract values from email content and handle attachments or content modes.

Use regex rules when the email contains structured data you want to extract automatically.

Use advanced options when you need attachment parsing or a specific content mode.

Regex rules

A regex rule usually contains:

• the regex pattern
• the field to populate
• the match index to use

This is useful when the email contains repeatable labels such as customer number, phone number, or object code.

Advanced options

Advanced options can include:

• parsing attachments
• choosing TEXT or HTML content mode
• forcing a debtor number

When to use regex instead of forced values

Use forced values when the same value should always be written.

Use regex when the value should be extracted from each incoming email.

Configure regex and advanced options

1

Open a configuration

Open the mail configuration you want to edit.

2

Enable advanced options

Enable the advanced mode for the configuration.

3

Add regex rules

Add a regex pattern, select the target field, and choose the right match index.

4

Configure extra options

Enable attachment parsing or choose the right content mode.

5

Save and test

Test the configuration with a sample email that contains the expected structure.

Practical tips

• start with simple patterns
• test against real email samples
• use TEXT mode when HTML formatting breaks your pattern

Frequently asked questions

Do I need regex knowledge?

Yes.

Regex rules are best for admins who are comfortable testing patterns.

What does MatchIndex do?

It selects which capture group value is written to the field.

Can attachments be added to the work order?

Yes, if attachment parsing is enabled and the files are supported.

Related topics

• Configure forced values and parameters
• Create and manage mail configurations
• Set up WorkOrder Drop mode