Exchange Online Service Type

The Exchange Online service type allows you to work with an Exchange server using SmartObjects. This service type uses Exchange's REST-based API. The SmartObjects provide methods for the following Exchange items:

Appointment
Attachment
Attendee
Automatic Reply
Category
Email
Email Recipient
Folder
Lookup List
Room
Task
Time Zone

You must activate the Exchange Online feature to create an instance of this service type. See Exchange Online Feature Activation. The Exchange Online feature activation allows you to integrate with Microsoft Exchange Online or a Microsoft Exchange on-premises server.

See the following resources for more information:

See Exchange Online Service SmartObjects for information about using the Exchange Online SmartObjects to create and manage emails, appointments, meeting requests, and tasks from your solutions.
See How To: Create an Exchange Appointment Form for an example of using the Appointment SmartObject of the Exchange Online Broker to create a form that adds an appointment in the attendees' Outlook calendars.
See How To: Create an Outlook Task in a workflow for an example of using the Task SmartObject of the Exchange Online Broker in a workflow to create Outlook tasks.

Service Authentication

You can configure the following Authentication Modes for this service type:

With K2 Cloud:
- OAuth

When connecting to on-premises systems from your environment, you must use static credentials. See KB002939: Connecting to On-Premises Data from K2 Cloud for more information about how to do this for supported systems.

Service Keys (Service Instance Configuration Settings)

Key	Can be modified	Data Type	Sample Value	Notes
EwsUrl	Yes (required)	Text	http://dlx.denallix.com/EWS/Exchange.asmx	The URL of the Exchange Web Services.
PageSize	Yes (required)	Text	100	The page size is the number of results returned from the Exchange server. Given the sample value of 100, if you have 150 emails and execute the List method on the Email SmartObject you will get 100 returned in the list.
On Behalf of Email	No	Text	CommonMailbox@denallix.com	To add an Email Address that is used in workflows by the K2 SQL account go to the Exchange Online Feature activation page and add or update the Email Address field.

Service Objects

When you create an instance of the Exchange Online feature, the service instance gets created in the Exchange Online folder with the name you give it. You can find the Exchange SmartObjects in this category.

SmartObjects

The following SmartObjects are created when you create a new instance of the Exchange feature. You can use these SmartObjects in SmartForms and workflows.

Using the OAuth authentication mode and executing the Exchange Online SmartObjects from a workflow uses the SQL account and the mailbox defined in the Email Address field on the feature activation page. You must use the OnBehalfOf property to specify the account to use to create the appointment or task .

See Exchange SmartObject Reference for more information.

Considerations

Microsoft Azure Active Directory is now Microsoft Entra ID

Please keep in mind the following considerations:

Integration with Microsoft Exchange requires either Active Directory (AD) or Azure Active Directory (AAD).
The Exchange instance created by this feature is not linked to any wizards. You can use the Exchange SmartObject methods of the service in workflows you design in the Designer. All Exchange wizards use the Exchange Online service brokers configured at time of installation.
If you send invalid data to the Sensitivity property of the Task SmartObject list method, the method returns every entry in the SmartObject.
Any folder created to contain Task items cannot be renamed. In Outlook go to the Tasks tab. Expand My Tasks and then Tasks. These folders can’t be renamed using the Exchange REST API.
Always use the Exchange feature activation page to register new instances and edit existing service instances.
Your workflow will go into an error state if you reach any of the Microsoft Exchange limits, the error thrown by the Exchange Server will be displayed in the workflow's error message.
Using the OAuth authentication mode and executing the Exchange Online SmartObjects from a workflow uses the SQL account and the mailbox defined in the Email Address field on the feature activation page. You must use the OnBehalfOf property to create the appointment or task in the mailbox of the specified account. Use the From property to create an email from the mailbox of the specified account.
When using the From property of the Email SmartObject to send an email on behalf of another user, the sending user account must have Send On Behalf of or Send As permissions. You configure these permissions in Microsoft Outlook - for more information see Allow members to send as or send on behalf of a Group. If you do not assign permissions, you may get an error message saying: "The user account which was used to submit this request does not have the right to send mail on behalf of the specified sending account. Cannot submit message.".
When using OAuth, Impersonate, or Static authentication modes and executing the Exchange Online SmartObjects from a SmartForm, the form uses the logged on person's mailbox.