Project Defaults
The project defaults section controls the specific detail on a “per project” basis.
Items such as Component, Visibility, Type can all be set from here.
Each line displayed can be expanded to show the settings. The Default Project
Settings will be used unless you have overridden them on a specific
project. Each project in your Gemini will be listed here. The circle with a tick
in it
signifies that the project has been
customised. In the above example, “Company Intranet” project will have its own specific
settings, whereas the other two projects with the
icon will use the defaults specified
in “Default Project Settings” (first line).
Clicking on Default Project Settings will open the panel and show
you a summary of the current settings.
Each of these settings will be explained shortly. To edit these settings, click
the Edit button.
Component Settings
Component Smart Match: Similarly to the project smart match, the
component smart match will search for all references to components in the email
content, score each occurrence, and select the component with the highest score.
This setting enables or disables this feature.
Use Default Component: This setting enables and disables the usage
of a specified default component to be used for the project. Note, it is not possible
to set this globally since components are unique to a project. If this setting is
enabled, a drop down list of possible components is displayed. Select from this
list the component to be the default.
Use First Component: If enabled, the matching process will pick
whatever the first component is in the list of components. This setting will ensure
the issue is submitted to Gemini, but is likely to need to be reviewed once it is
there.
Type Settings
Use Subject For Issue Type: This setting enables the processor
to look in the email subject line for references to the issue type, eg “Bug in testing”
would link to the Bug issue type.
Use Default Issue Type: This enables and disables the use of the
default issue type being used in the matching process.
Default Type: If enabled, the selected type will be used as a default
to the issue submission.
Severity Settings
Default Severity: The severity level selected here will be used
as the default severity for new issues.
Visibility Settings
The visibility of the newly created Issue/Comment can be set automatically based
on which email address field the email processor address was found. TO/CC will be
set one visibility, and BCC another.
For both TO/CC and BCC, select global or project (group) as required. Then select
the group required from the drop down list: this will give you the full list of
groups available.
Truncation Settings
Truncation is a clean up mechanism to avoid Gemini issues getting clogged up with
long email threads.
Enable Truncation: This enables and disables the extended truncation
options shown in this section. The Reply line truncation will still happen even
if this is disabled.
Truncation Unit: It is possible to truncate the email after a given
number of Lines or Characters. This setting will determine which is used.
Truncation Length: This will set the number of lines or characters
that will be included in the Gemini issue/comment. However, if the email length
is marginally longer than the truncation length, it will ignore the truncation and
use the full content.
Attach Email to Item: If the email has been truncated by lines
or characters, this setting controls whether the entire contents of the email is
attached to the issue or comment.
General Settings
Closed Issue Handling: If a reply is received that is for a closed
issue, MailboxPro can handle the situation in a number of ways:
- Ignore: This option will see the comment added to the closed issue.
The issue will remain closed.
- Reopen:The issue will be reopened and a new comment added.
- New Item:The original (closed) item will be untouched, but a new
item will be created and the email added to this new issue.
- New Item + Link: Same as number 3 above, but the two issues will
also be linked together.
Linked Issue Type: This setting controls how the issues are linked,
should the "New Item + Link” option be selected. The list here will show the Link
Types you have configured in Gemini. Select the Link Type you wish to use.
Override Default Settings
To override the default settings for a project, click the project from the list
of projects, and click the “New” button. The default settings will be copied to
the selected project. You can then edit these details as previously described.