Fix Configuring Jobs documentation - customer selection workflow
Corrected job approval workflow based on actual UI: Customer Selection: - Customers CANNOT be created from Inbox - Customers must be created on Customers page first - Customer field has autocomplete with fuzzy matching - Can type any part of customer name (e.g., "toso" finds "Contoso") - "Select customer" placeholder text shown - Approve job button only enabled when customer selected Email Detail Modal: - Added detailed field descriptions (From, Backup, Type, Job, Overall, etc.) - Details panel shows parsed backup report content - Success/failure status with color-coded header - Backup statistics (start/end time, duration, size, compression) - Catalog information and version details - Approve job (blue), Delete (red), Close (gray) buttons Added Screenshot: - approve-job.png: Shows inbox email detail modal with customer selection Removed incorrect information about automatic customer creation. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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<ol>
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<ol>
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<li>Navigate to <strong>Inbox</strong> in the main menu</li>
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<li>Navigate to <strong>Inbox</strong> in the main menu</li>
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<li>Find a backup report email in the inbox list</li>
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<li>Find a backup report email in the inbox list</li>
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<li>Click on the email to view its details</li>
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<li>Click on the email to view its details in a modal dialog</li>
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<li>In the <strong>Customer</strong> field, select or enter the customer name
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<ul>
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<li>If the customer exists, select it from the dropdown</li>
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<li>If the customer is new, type the name and it will be created automatically</li>
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</ul>
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</li>
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<li>Click the <strong>Approve job</strong> button (enabled once a customer is selected)</li>
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</ol>
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</ol>
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<p>The system will:</p>
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<figure>
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<ul>
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<img src="{{ url_for('static', filename='images/documentation/approve-job.png') }}"
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alt="Inbox Email Detail - Approve Job" />
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<figcaption>Figure 1: Inbox email detail showing backup report information and customer selection field</figcaption>
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</figure>
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<h3>Selecting a Customer</h3>
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<p>In the email detail modal, you'll see a <strong>Customer</strong> field with "Select customer" placeholder text. This field has autocomplete functionality:</p>
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<ol>
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<li>Click on the <strong>Customer</strong> field</li>
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<li>Start typing part of the customer name (you can type any part, not just the beginning)
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<ul>
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<li>Example: typing "toso" will find "Contoso"</li>
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<li>The autocomplete searches across the entire customer name</li>
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</ul>
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</li>
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<li>Select the correct customer from the dropdown suggestions</li>
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</ol>
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<div class="doc-callout doc-callout-warning">
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<strong>⚠️ Customer Must Exist First:</strong><br>
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You <strong>cannot create new customers</strong> from the Inbox. Customers must be created on the <strong>Customers</strong> page before approving jobs. If the customer doesn't exist yet, cancel the dialog, create the customer first, then return to approve the job.
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</div>
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<h3>Approving the Job</h3>
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<p>Once you've selected a customer:</p>
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<ol>
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<li>Click the <strong>Approve job</strong> button (blue button at the bottom left)</li>
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<li>The system will:
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<ul>
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<li>Create a new backup job linked to the selected customer</li>
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<li>Create a new backup job linked to the selected customer</li>
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<li>Apply the Mail Parser's configuration automatically</li>
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<li>Apply the Mail Parser's configuration automatically</li>
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<li>Link the email to the job as the first backup run</li>
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<li>Link the email to the job as the first backup run</li>
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<li>Remove the email from the Inbox</li>
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<li>Remove the email from the Inbox</li>
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<li>Make the run available in Run Checks for review</li>
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<li>Make the run available in Run Checks for review</li>
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</ul>
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</ul>
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</li>
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</ol>
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<div class="doc-callout doc-callout-tip">
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<div class="doc-callout doc-callout-tip">
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<strong>💡 Customer Selection:</strong><br>
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<strong>💡 Workflow Best Practice:</strong><br>
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The <strong>Approve job</strong> button is only enabled when a customer is selected. If you type a new customer name, it will be created automatically when you approve the job.
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The <strong>Approve job</strong> button is only enabled when a customer is selected. Create customers on the Customers page first, then approve jobs from the Inbox. This ensures proper customer naming and prevents duplicates.
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</div>
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</div>
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<h2>Email Detail Information</h2>
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<p>When you click on an email in the Inbox, a detail modal displays the parsed backup report information:</p>
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<table>
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<thead>
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<tr>
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<th>Field</th>
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<th>Description</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>From</strong></td>
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<td>Email sender address</td>
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</tr>
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<tr>
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<td><strong>Backup</strong></td>
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<td>Detected backup software (e.g., Veeam, Acronis)</td>
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</tr>
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<tr>
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<td><strong>Type</strong></td>
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<td>Backup type (e.g., Configuration Job, Full, Incremental)</td>
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</tr>
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<tr>
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<td><strong>Job</strong></td>
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<td>Parsed job name from the email</td>
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</tr>
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<tr>
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<td><strong>Overall</strong></td>
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<td>Backup result (Success, Failed, Warning)</td>
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</tr>
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<tr>
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<td><strong>Customer</strong></td>
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<td>Customer selection field (autocomplete)</td>
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</tr>
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<tr>
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<td><strong>Received</strong></td>
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<td>Date and time the email was received</td>
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</tr>
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<tr>
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<td><strong>Parsed</strong></td>
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<td>Date and time the email was parsed</td>
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</tr>
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</tbody>
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</table>
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<p>The <strong>Details</strong> panel on the right shows the parsed backup report content, including:</p>
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<ul>
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<li>Success/failure status (green or red header)</li>
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<li>Backup start time, end time, and duration</li>
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<li>Data size, backup size, and compression ratio</li>
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<li>Detailed catalog information (if available)</li>
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<li>Version information (e.g., "Veeam Backup & Replication 12.3.2.4165")</li>
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</ul>
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<h2>What Mail Parsers Configure</h2>
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<h2>What Mail Parsers Configure</h2>
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<p>When you approve a job, the Mail Parser automatically determines the following job configuration:</p>
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<p>When you approve a job, the Mail Parser automatically determines the following job configuration:</p>
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