Regular expressions can be used to define string pattern in an email property, that can be used in predictive filing to give a filing location.
Patterns may be CRM numbers, project numbers, matter numbers.
These numbers may start with a pre-defined prefix that can be identified and extracted from the email subject, and then used to find the email in SharePoint.
As part of OnePlaceLive, a tool can be used to allow you to test your regular expression queries against a text block.
This can be found in the OnePlaceLive Solutions directory, and is named "SmartFilingSearchTermExtractionRuleGenerator.exe"
It is possible to configure email property to search for a match (default is EmSubject), and the regex expression to use against the sample text.
It is also possible to configure the setting to search against a managed property in SharePoint eg: Project No, or CRM Number.
<?xml version="1.0" encoding="UTF-8"?> <configuration> <configElementDeletions> <configElementDeletion elementPath="smartFiling/filePropertySearchTermExtractionRules" /> </configElementDeletions> <smartFiling> <filePropertySearchTermExtractionRules> <filePropertySearchTermExtractionRule filePropertyName="EmSubject" extrractionRule=”CRM:\d{7}?" searchManagedPropertyName="CrmNo" action="insert" /> <filePropertySearchTermExtractionRule filePropertyName="EmSubject" extractionRule=" PRJ:\d{7}?" searchManagedPropertyName="ProjectNo" action="insert" /> </filePropertySearchTermExtractionRules> </smartFiling> </configuration>
