Editable fields in Email Content
We have an email communication from our application to external customers (outside of organization). They could be in gmail, microsoft, abc, etc. This is already in place.
One of the enhancements is we are trying to take some actions directly from the mail. Though i know it is possible to approve / reject / actions to be taken. What we are trying is some text input / drop down selection in similar to a section in a webpage. It is possible in outlook forms but like to know whether pega can as well support similar. I tried to provide a drop down in a section and then reference it in a correspondence but it did not work. If only provids us the static value.
If the above is possible, we also like to receive the response and map it to the work object properties and attach the email to the case as well.
Any help would be appreciated.
Thanks & Regards
Bharath
Pegasystems Inc.
US
Hello Bharath,
I have never done something like that myself, but I suspect you could create an HTML form and submit the data. As for making it dynamic... that would be more of a trick and definitely would depend on how the recipient gets the email. Assuming you have some control over that, I'd have some follow on questions, like will the user be authenticated? If not, you'll need to make sure your unauthenticated requestor has access to whatever you are going to do. Will the user be in a web browser (you mentioned gmail, so maybe)? If they aren't, you'll be limited by the scripting capabilities of the email display application.
You might be able to get creative with the mashup functionality, but then you're essentially just embedding a window into the Pega platform from inside the email. Of course, all of this only works for HTML based email. If you have a recipient who gets their email formatted text only, or otherwise limits the ability of the email to be dynamic, your email won't work.
It's an interesting challenge and I hope you let us know how you ultimately solve this problem, because I bet there are lots of other people who would like to do something like this.
Cheers,
Mike
Pegasystems Inc.
IN
Hi Bharath,
I have tried referencing the DataPage for a drop down property and it worked with GMail. Attaching the configuration screenshots.
However for outlook which is the most heavily used desktop email client, shows grim results.
Hi Bharath,
I have tried referencing the DataPage for a drop down property and it worked with GMail. Attaching the configuration screenshots.
However for outlook which is the most heavily used desktop email client, shows grim results.
As suggested by Mike, this would totally depend on the client. For the second part, you can invoke the REST/SOAP service created in Pega, map the values and create a work object or do whatever action you require.
Cheers,
Sai