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Attaching PDF files to a case

2 Tasks

10 mins

Visible to: All users
Beginner Pega Platform 8.7 Case Management English
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InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two automations, Create PDF and Send email, to the service case type to send an email to customers with the service total and an attachment with the breakdown of the service charges.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@gogoroad pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Challenge Walkthrough

Detailed Tasks

1 Create the receipt for service charge PDF

  1. In the navigation pane of App Studio, click Case types > Service to open the case.
  2. In the Service stage, click Step > More > Automations > Create PDF > Select to add a Create PDF automation.
  3. Click the Create PDF step, and then enter Create PDF Receipt as the step name.
  4. In the contextual pane, in the Select view list, select Select services.
  5. In the PDF name field, enter Receipt of Services.
  6. In the Attachment Category list, select Document.
  7. Click Save.
    Receipt of services

2 Attach customer email to the case

  1. In the Service stage, click Step > More > Automations > Send Email > Select to add a Send email automation.
  2. Click the Send email step, and then enter Send receipt to customer to name the step.
  3. In the contextual pane, in the Send to list, select Participant.
  4. In the second Send to list, select Customer
    Note: The System Architect configured the Customer participant to contain the appropriate email information.
  5. In the Subject field, enter Receipt of services.
  6. Click Compose to begin writing the email message.
  7. In the Compose message window, enter the following message:

    Dear Customer, 

    The total service charge billed for provided services is <<.ServicesTotal>>.

    Tip: Click the Insert property icon to select a property from a list. 
  8. Click Done to complete the message composition and display a message preview.
  9. In the contextual pane, select the Include attachments check box to add attachments to the email.
  10. Click Choose attachments to include only specific case attachments.
  11. In the first drop-down list, select Category to choose an attachment category.
  12. In the second drop-down list, select Document as the attachment type.
    Send receipt to customer
  13. Click Save.

Confirm your work

  1. In the Service case type, click Save and run to run the case.
  2. In the list of services, in one of the Quantity fields, enter a value to ensure that the Services total is correct.
    Select services
  3. Click Submit to change the Service case to a Resolved-Completed status. 
  4. Click Actions > Refresh to refresh the page. 
  5. In the final case view, in the Files & documents section, verify that the Receipt of Services PDF and the Receipt of services email are attached to the case.
    Files and documents
  6. Click Receipt of services to open the email, and then click Receipt of Services.pdf (pxDocument) to open the Receipt of Services PDF attachment.
    Note: The PDF attachment may not open from the email window due to connection security. You can download it separately in the Files & documents section.
    Receipt of services
    Service receipt

This Challenge is to practice what you learned in the following Module:

Available in the following missions:

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