A work object may identify one or many parties who are interested, affected by, or somehow involved in the matter, including the originator. When correspondence about the work object is sent to a party, the system attempts to use a medium recorded as that user's contact preference.
For example, some parties may prefer to receive correspondence as email. Others may prefer a printed postal letter.
Work object forms may capture multiple addresses and other ways to communicating with parties, such a work and home phone numbers, email addresses, fax numbers, and so on. For example, the standard HTML rule Data-Party.PartyContact allows users to record three preferences (Data-Party.pyResponseMode1, pyResponseMode2, and pyResponseMode3) for an interested party. These properties accept a value from a drop-down list, as seen in this portion of a PegaSample form:
When selecting a correspondence rule, the system chooses from only
those with a correspondence type that's compatible with one of
the recipient's preferences. For example, if Anna Leonowens prefers
Email 1
and Work Fax
for correspondence, the
Process Commander application looks for correspondence rules with
email
or fax
as the Correspondence
Type.
After you select a contact preference, the PartyContact
HTML rule makes the corresponding address fields required. For example,
you can't indicate that Home Address
is the first
preference without supplying a home address.
For Process Commander users (when identified as a party of the Data-Party-Operator class), the contact preference is always email. TURBT 6/04
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Correspondence Types
Correspondence concepts and terms |