Correspondence form
Completing the Corr tab

Field

Description

Enter rich text for the correspondence. In Design mode, a wide variety of tools are available in the toolbar including fonts, font sizes, colors, lists formatting, graphic elements and alignments. Certain controls are available only in Design mode, and only when text is selected.

Upper toolbar

Icon	Result
(Arial)	Change the font of selected text.
(8)	Change the font size of selected text
(normal)	Convert the selected paragraph to a normal paragraph (<p> tag) or one of six heading levels (<h1> to <h6>).
	Convert the selected paragraphs to an unordered list (<ul> tag).
	Convert the selected paragraphs to an ordered list (<ol> tag).
	Indent, increase space at the beginning of the selected lines.
	Outdent, reduce space at the beginning of the selected lines.
	Make the selected text an HTML link (<a> tag). In a pop-up window, enter the HREF= value in the Name field. Select the Open in new window box if desired. Optionally, enter ToolTip text in the Description field. Click Save.
	Insert a reference to an image. (The URL must identify an image that is available to the correspondence recipient.)
	Include the value of a scalar property at the selected insertion point. Complete the pop-up window to supply the property Name, an optional Format (HTML Property rule) and an optional When condition rule. You may type in a full property reference. Click Save. The system generates a <pega:reference > JSP tag from the information you provide.
	Include the value of a section or paragraph rule at the selected insertion point. Complete the pop-up window to identify the rule type (section or paragraph), the Purpose key part, an optional When condition rule, and (if the included rule is based on a page other than the page of this paragraph), a Using Page page name value. Click Save. The system creates a <pega:include ..> JSP tag from the information you supply.

Lower toolbar

Icon	Result
	Bold the selected text using the <strong> HTML tag.
	Make the selected text italics.
	Make the selected text underscored.
	Convert the selected text to a subscript.
	Convert the selected text to a superscript.
	Change the font color of the selected text. Choose a color from the palette.
	Set the background color of the selected area. Choose a color from the palette.
	Left-align the lines in the selected paragraph.
	Center the lines in the selected paragraph.
	Right=-align the lines in the selected paragraph.
	Justify the lines in the selected paragraph by adding spaces.
	Switch to design mode
	Switch to source mode.
	Spell check the correspondence.

Designated Printer

Optional. For print only. To print correspondence from this rule on a COS printer identified in your system, enter the Printer Name value of a COS Printer data instance.

Before you attempt to print correspondence, install COS. See About the Correspondence Output Server.

If the correspondence is to be printed on a printer not known at this time, leave this field blank. The operator can select a printer, or your application can compute a destination printer. See More about COS Printer data instances.

Special Print Activity

Optional. For print only. By default, the system uses the standard activity named Data-Corr-Letter.Send to send correspondence items to a COS printer. To use another activity, create an activity with Data-Corr-Letter as the Applies To key part. Enter the Activity Name key part here.

Optional. Enter a display width as a percentage value between 10 and 100. If your application presents the correspondence item to a user for editing, the system sets the initial correspondence display window to this percentage of the user's full monitor width (in pixels). The user can adjust the window size.

Select a percentage that suits the correspondence. The default is 60 percent.

Optional. Enter a display height as a percent value between 10 and 100. If your application presents the correspondence item to a user for editing, the system sets the initial correspondence display window to this percent of the user's full monitor height in pixels.

Select a percentage that suits the correspondence. The default is 80 percent.

Select to eliminate extra space characters in the processed HTML. This option can make transmission or processing more efficient. It does not alter the appearance of the HTML when displayed in correspondence.

When selected, during stream processing the system:

• Deletes control characters such as tab and newline.
• Replaces two or more consecutive space characters with a single space, except within the curly brace characters defining directives.

Stream processing always copies space characters within the text of a property value, non-breaking spaces ( ), and space characters within a literal directive into the processed HTML without change.

Select the initial disposition of correspondence items created by this rule:

• Send — When correspondence can be sent out without review and approval by a second user.
• Verify — When correspondence is verified by a second user before being sent out. The second user can update and send the correspondence or reject it. This choice is useful for highly sensitive documents. At runtime, the system starts an additional flow named VerifySendCorr. The standard flow Work-.VerifySendCorr routes the correspondence item to the work group manager for verification, but your application can override this flow or portions of it. For background, see Pega Developer Network article PRKB-24089 How to enable verification in correspondence rules.
• Attach and Hold — When correspondence is to be attached to a work object but is not sent out, or is sent out by a later utility activity such as Work-CorrNew. You can use this option with correspondence started with the standard flow action Work-.AttachandHold, which creates attachments assigned to a category.

Indicate what degree of editing is available at runtime to an application user for correspondence items produced by this rule:

• Select No Edit to prevent any editing by the user.
• Select May Edit to allow editing by users who update the work object.
• Select May Display if the application is to display the correspondence to users who process the work object, but the correspondence cannot be altered by these users.
• Select Must Edit if users processing the work object must complete information in correspondence items produced from this rule.

Select Must Edit if the user edits correspondence in conjunction with the flow action Work-.AttachAndHold to support Microsoft Word DOC files to be sent as e-mail attachments.

This field and the Convert to JSP button appear only when the rule contains HTML directives rather than JSP tags. The value that appears is HTML.

As a best practice, use JSP tags rather than directives. In most cases, you can convert correspondence rules that use directives to use JSP tags automatically, using the button. See Converting from directives to JavaServer Page tags.

If this rule is circumstance-qualified or time-qualified, make this Generate For value match the Generate For value of the base rule. You can't use JSP tags in the base rule and directives in a qualified rule, or vice versa.

Do not save the rule form when the source contains both JSP tags and directives.

This button appears only after you save the form when the Generate For value is HTML and this rule is created by a Save As operation. See Converting from directives to JavaServer Page tags.