Sending emails during Case processing
1 Task
15 mins
Beginner
Case Management
English
Scenario
The mayor of MyTown wants users to receive email updates when the reported issue is resolved.
The following table provides the credentials you need to complete the challenge.
| Role | User name | Password |
|---|---|---|
| Application Developer | author@mytown | pega123! |
Challenge Walkthrough
Detailed Tasks
1 Configure the Send email step
- In the App Studio navigation pane, click Case types > Service Request to display the case life cycle.
- In the Resolution stage, select the Send repair confirmation step to display the configuration pane on the right.
- In the configuration pane, from the first Send to list, select Field.
- From the second Send to list, select Requestor Email to set the Send to value.
- In the Subject field, enter "Your service request has been completed!"
Note: To display punctuation in text labels and fields such as the email subject line, enclose the text and punctuation in quotes.
- Under Message content, click Compose to display the Compose message window.
- In the rich text editor, enter the following text to compose the email message:
Hello!
We have addressed the issue <<.pyID>> that you logged on <<.pxCreateDateTime>>. Thank you for using the MyTown 311 app!Office of the Mayor,
MyTown
Tip: Copy and paste the email message text, select the property text (for example <<.pyID>>), and click the Insert property icon to select a property from a list. Using the Insert property option ensures the property is correctly inserted in the email content. Select Case ID for .pyID and Create Date/Time for .pxCreateDateTime. If the Insert property icon is not visible, log out and log back in.
- Click Done to complete the message composition and display a message preview.
- Click Save to complete the step configuration.
Note: The number of configuration issues decreases from 1 to 0 and the configuration issues icon disappears.
This Challenge is to practice what you learned in the following Module:
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