PDFファイルのケースへの添付

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初級

Pega Platform 8.4

ケースマネジメント

日本語

シナリオ

ロードサイドサポートサービスが提供された後で、標準保証の顧客は、提供されたサービスの明細を含め、サービス料金の領収書を受け取ります。

請求書の合計が記載されて、「Review service summary」ビューの料金明細を記載したファイルが添付された、Eメールメッセージを顧客に送信します。

以下の表は、チャレンジに必要なログイン情報をまとめたものです。

ロール	ユーザー名	パスワード
アプリケーションデベロッパー	author@gogoroad	pega123!

このチャレンジを完了するには、Pegaインスタンスを起動する必要があります。

起動には5分ほどかかることがありますので、しばらくお待ちください。

In the navigation pane of App Studio, click Case types > Assistance Request to open the case.
In the Resolution stage, click Step > More > Automations > Create PDF > Select to add a Create PDF automation.
Click and drag the step to precede the Send receipt to customer step.
Click the Create PDF step and enter Create PDF Receipt as the step name.
In the contextual pane, in the Select view drop-down, select Review service summary.
In the PDF name field, enter Receipt of Services.
In the Attachment Category field, select Document.
Click Save.

In the header of App Studio, click App Studio > Dev Studio to switch workspaces.
In the navigation pane of Dev Studio, click Case types > Assistance Request to open the case.
In the Resolution stage, click Send Receipt to customer.
In the contextual pane, select Include attachments > Choose attachments > Category > Document.
Click Save.

In the Assistance Request case type, click Save and Run.
Advance the case to the Select Services step.
In the list of services, in one of the Quantity fields, enter a value to ensure that the Services total is correct.
Click Submit to advance to Review service summary step.
On the Review service summary form, verify the quantities for the selected services.
Click Submit to change the Assistance Request case to a Resolved-Completed status.
In the final case view, under Recent content, verify that the Receipt of Services PDF and the Receipt for roadside assistance email are attached to the case.
Click Receipt for roadside assistance to open the email, and then click Receipt of Services.pdf (pxDocument) to open the Receipt of Services PDF.
In Recent content, click Receipt of Services.pdf to open and verify the PDF contents.