Objective

Learn more about configuring the Send Email shape in App Studio.

Configuring the Send Email shape

You can configure the Send Email shape after you add it to a flow. By customizing the shape, you can control the number of recipients and the format of the email messages.

1. In the navigation panel, click Case types, and click the name of a case type.
2. Hover over a process in a stage and click +Step.
3. In the palette that is displayed, click More, and click Automations to view a list of step types.
4. Click Send Email, and click Select to add the step to the life cycle.
5. Identify the email recipients:
   • To send the email to an address, from the Send to list, select Email address and enter an email address.
   • To send the email to one or more fields, from the Send to list, select Field and select the name of a field. Separate multiple fields with a comma.
   • To send the email to a user reference, from the Send to list, select User reference and select the name of a user reference.
   • To send the email to a group of stakeholders, from the Send to list, select Participant and select the name of a work party.
6. Click Add recipient to add and configure additional recipients.
7. In the Subject field, enter the title of the email by entering a string expression. You can reference field names in the title to make it more dynamic and meaningful, for example, “The case “+.pyID + “ has been assigned to you”.
8. To define the message content of the email:
   1. Click Compose to open the Compose message dialog box, which provides a rich-text editor that you use to create and style the message.
   2. Optional: To use a template, such as a rejection template, click Use existing and select a template. The template text is added to your email message. You can edit this text.
   3. Optional: To insert a property, click a position in the rich text editor, click the Insert property icon, and click a property to add to your email message. The message populates the property with the value of a field in your case, such as First name or Last name.
   4. Optional: To insert a link to the case, click the Link icon and select Link to current case. Enter the display text and title for the link and click OK.
9. Optional: To add attachments to the email, select Include attachments, and do one of the following actions:
   • To include all case attachments, click All case attachments.
     • Select Category for a group of attachments with the same business classification or select Field for a single attachment that is stored in the field that you provide.
   • To include some case attachments, click Choose attachments.
     • Select the name of a category or field, based on the type of attachments that you are including.
10. Click Save.

Previous versions

• Pega Platform 7.4 – Sending email from a case
• Pega Platform 7.3.1 – Sending email from a case
• Pega Platform 7.3 – Sending email from a case