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Outlook Integration - Default Account

Answered
James Blackburn

When creating an Event from the Outlook Calendar and the space is Momentus managed, are we expecting the Account on the Event to be the Outlook Account the request is sent from or the Account on the Event Defaults. What is the expected Account when creating a Momentus managed space in outlook?

Additionally, what are the expectations for the Contact field on requests created in Outlook?

Zendesk Ticket: 340326
Account: NM
Region: Americas
Articles used in your research: https://supportcenter.ungerboeck.com/hc/en-us/articles/22346568950551-Configure-the-Outlook-Calendar-Integration-IN-REVIEW

General
Business impact if not resolved: Event created with Account of the Outlook owner
Short Summary of issue (issue description): Event created with Account of the Outlook owner, client is expecting the Account default set on Event Defaults
Macro Vertical: Corporate

Debug Environment:
Customer DB Location: Hosted
Database: NM_0396107213
Server: Flora.USI-VAVPC.com,1601
Version: 24.42024112002
V30 Link: https://nm.ungerboeck.net/test/app85.cshtml?db7efb85c5f448ecb137477e02394dd4=63c7f1acb8564a8ebd7bdc23dc9435aa
User Login: usiadmin

Recreation Steps:
1. Main Menu > Integration Hub
2. Select Northwest Mutual
3. Select the configuration for the Outlook integration
4. On configuration tab > Event Defaults > Account default is set for "Campus & Event Experiences..."
6. In Backoffice > Main Menu > Events > Event ID 46139
7. Account is set to "Raghav Arkalgud" and Contact field is blank

Observed vs. Expected Results: Expecting the Account to be the Account on the Event defaults
What does the client want to accomplish: Default and the Account to "Campus & Event Experiences..."

 

Space Setup:
 

Event Defaults:
 

Created Event:
 

Comments

5 comments

Date Votes
  • James Blackburn

    Victor Nogales Junior Could you help answer this Outlook integration question for NM. Thank you

  • Victor Nogales Junior

    Hey @... , looking at it. Will get back to you soon.

  • Victor Nogales Junior

    @James Blackburn, I can confirm that the default account selected on the Event Defaults screen in the Outlook integration settings will be used for the Event.

  • Pieter Du Plooy

    Is there anyway in Enterprise to see who the requester/organiser is? 

    Currently, when an event comes through from OL, it shows the API user, under entered and changed by. The contact field is blank, so not there either.

  • Victor Nogales Junior


    Hi Pieter Du Plooy ,

    There are two separate behaviours to keep in mind:

    1. “Entered by” and “Changed by”

      These will always show the API user, because the integration performs the action on behalf of the user. This is expected and consistent across all Outlook-triggered updates.

    2. Organizer mapping

      If the Outlook event organizer’s email matches an account in Enterprise, the system will correctly associate the event with that account.

      If there is no matching account, Enterprise will instead use the default account defined in the Outlook integration default settings.

    Thanks,
    Victor.

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