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Sending emails during Case processing

Archived

1 Tarefa

15 min

Visível para: All users Applies to: Pega Platform 8.6
Beginner
Case Management
Inglês
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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

  1. In the App Studio navigation pane, click Case types > Service Request to display the case life cycle. 
  2. In the Resolution stage, select the Send repair confirmation step to display the configuration pane on the right.
  3. In the configuration pane, from the first Send to drop-down, select Field.
  4. From the second Send to drop-down, select Requestor Email to set the Send to value.
  5. In the Subject field, enter "Your service request has been completed!"
    Nota: To display punctuation in text labels and fields such as the email subject line, enclose the text and punctuation in quotes.
  6. Under Message content, click Compose to display the Compose message window.
    Send email dialog
  7. 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

    Dica: You can click the Insert property icon to select a property from a list. 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 insert property to select a property from a list
  8. Click Done to complete the message composition and display a message preview.
  9. Click Save to complete the step configuration.
    Nota: The number of configuration issues decreases from 1 to 0 and the configuration issues icon disappears.


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