Outlook Event Scheduler

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Alexandra Wells
6 years ago
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1 Outlook Event Automator (Application e1d334f8-ec52-40ec-93b2-6f4579cb18d6) Outlook Event Scheduler Overview: The Outlook Event Automator App enables the Financial Institution to create a New Appointment, New Meeting and New Task in Microsoft outlook from the DNA Screen. Processing: This application enables the Financial Institution to create the New Appointment, New Meeting and New Task in Microsoft outlook from the DNA Screen. This application is available through the new Menu Item Enable Outlook Event Automator. On activating the feature, a context menu gets associated with the calendar controls on the DNA screen with the following options: New Appointment New Meeting New Task Upon clicking on a context menu item, the appropriate Outlook item gets displayed with the Start Date and End Date pre-filled as the selected date in the Core Calendar and the default time is prefilled with next half hour slot from the current system date. The current system date is used as the Start Date and End Date in the Outlook items if the selected date in the Core Calendar on the DNA Screen has one of the following values: Blank Less than Greater than Invalid Date Application Messages: The following application message is applicable to the Outlook Event Automator App: a) An application message Microsoft Office 2007 or higher should be installed on the workstation to use this feature. is displayed to the user when Microsoft Page 1 of 6

2 Outlook is not installed on the workstation or the installed version is prior to Microsoft Outlook Screen: One new application number has been created for the following new screen: o Enable Outlook Event Automator Navigations 1. Services Relationships System Enable Outlook Event Automator 2. Services Transactions System Enable Outlook Event Automator 3. Services Services System Enable Outlook Event Automator The Enable Outlook Event Automator menu item will be visible and available if the user has the required permission. To use the Outlook Event Automator functionality, users need to enable the feature by clicking on the Enable Outlook Event Automator Menu Item. Upon clicking, the functionality is available on all the screens in DNA where a calendar appears. Once Outlook Event Automator has been enabled, the context menu gets displayed with a right-click of any calander field within the DNA with three options as follows... o New Appointment o New Meeting o New Task Context Menu Appearance: Outlook Event Automator Page 2 of 6

pre-filled as the date setup in the Calendar control and the default

3 New Appointment: Upon clicking on the New Appointment context menu, the outlook window to create a appointment will pop up with the dates pre-filled as the date setup in the Calendar control and the default time as the next half hour slot from the current system time. Page 3 of 6

pre-filled as the date setup in the Calendar control and the

4 New Meeting: Upon clicking on the New Meeting context menu, the outlook window to create a new meeting will pop up with the dates pre-filled as the date setup in the Calendar control and the default time as the next half hour slot from the current system time. Page 4 of 6

5 New Task: Upon clicking on the New Task context menu, the outlook window to create a new task will pop up with the dates pre-filled as the date setup in Calendar control. Page 5 of 6

6 Additional Requirements: Before executing this application, the Financial Institution require following prerequisites at their environment: Either DNA 3.3 or the higher version of DNA is available. The required set-up script/ steps have been executed before running this application. This feature must be activated upon each sign-on to DNA. Microsoft Outlook 2007 or higher is required to use this functionality. This application will be available if the Financial Institution has provided the authorization rights for the same to the respective users. A new authorization item Outlook Event Automator (OUTL) has been created for this app. Users will need to have the View permission on OUTL in order to use this functionality. Revisions: Date App Change Version # 11/ Initial Version Page 6 of 6

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