{% extends "base.html" %} {% block title %}Inbound Email Triage Config{% endblock %} {% block flash_mode %}toast-success{% endblock %} {% block extra_css %} {% endblock %} {% block body %}
{% include "_topnav.html" %}

Inbound Email Triage Config

Manage the active Step 1 routes and Step 2 subtypes used by guided triage and the record outcomes they apply.

{{ routes|length }} route{{ '' if routes|length == 1 else 's' }} {{ subtypes|length }} subtype{{ '' if subtypes|length == 1 else 's' }}

Routes

Step 1 choices shown to operators.

Add Route

Routes stay simple. Only active routes appear in guided triage.

Inactive routes stay in config but disappear from operator choice lists.

Configured Routes

Edit a route only when needed. Summary mode keeps the list easier to scan.

{% if routes %}
Label
Code
Order
Active
Actions
{% for route in routes %}
{{ route.label }}
{{ route.code }}
{{ route.display_order or 0 }}
{{ 'Active' if route.is_active else 'Inactive' }}
{% endfor %}
{% else %}
No triage routes configured yet.
{% endif %}

Subtypes

Step 2 choices plus the operational outcomes applied back to the email record.

Add Subtype

Subtypes carry the real triage meaning. Outcome flags define what applying that choice does.

Close automatically clears and disables Action so contradictory outcomes cannot be staged.
Only active subtypes appear to operators, in the order set here.

Configured Subtypes

Rows open into edit mode only when needed, so the list stays readable as it grows.

{{ subtypes|length }} configured
{% if subtypes %}
Route
Label
Code
Outcomes
Order
Active
Actions
{% for subtype in subtypes %}
{{ subtype.route_label }}
{{ subtype.label }}
{{ subtype.code }}
{% set outcomes = [] %} {% if subtype.outcome_action %}{% set _ = outcomes.append('Action') %}{% endif %} {% if subtype.outcome_lead %}{% set _ = outcomes.append('Lead') %}{% endif %} {% if subtype.outcome_close %}{% set _ = outcomes.append('Close') %}{% endif %} {% if subtype.outcome_accounts %}{% set _ = outcomes.append('Accounts') %}{% endif %} {% if outcomes %}
{% for outcome in outcomes %} {{ outcome }} {% endfor %}
{% else %}
No outcomes
{% endif %}
{{ subtype.display_order or 0 }}
{{ 'Active' if subtype.is_active else 'Inactive' }}
Close clears Action automatically in the UI and in persistence.
{% endfor %}
{% else %}
No triage subtypes configured yet.
{% endif %}
{% endblock %} {% block extra_js %} {% endblock %}