Does Pega 7.2.2 have OOTB ability for Outlook integration to create a case?
Hi,
I have a requirement where the customer is looking at an Outlook plugin that could allow user to create a case from within Outlook.
For example, upon reading some emails, the user might decide, based on the content of the email, to create a complaint case. In such a scenario, while reading the email, the user will click a Pega button, which would present a Pega dialog, with the email attached and data populated. And upon filing in other information, able to click Create to create the case within Pega.
The customer has license for CS 7.2.2 on top of PRPC 7.2.2. I have explored SFA, but it does not do exactly this.
Any advise on the OOTB capability or the steps to accomplish the above would be greatly appreciated.
Thanks and regards,
Jacky
***Edited by Moderator Marissa to update SR details from duplicate post***
Pegasystems Inc.
IN
Please try the information in the following link.
Pegasystems Inc.
US
I am not aware of any plugins for your requirement. But setting up an email listener might meet some of your needs.
https://community.pega.com/sites/default/files/help_v722/procomhelpmain.htm management/case-designer/case-wide-properties/case-instantiation/cm-instantiating-case-through-email-tsk.htm
Or if you already have cases created, then DWA might meet your needs if you just need to process some actions via email.