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Question

 Vincent Jow (VincentJ8505)

US
VincentJ8505 Member since 2020 1 post
Posted: May 29, 2020
Last activity: May 29, 2020
Posted: 29 May 2020 9:47 EDT
Last activity: 29 May 2020 12:31 EDT
Closed

Create app that automatically emails contacts 7 days before specific days

How would i even go about doing this? I'm sorry completely new to that platform

 

***Edited by Moderator Marissa to update Pega Academy to Product; update platform capability tags***

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Pega Platform
Case Management

Posted: 4 years ago
Posted: 29 May 2020 12:31 EDT
Wolfgang Radl (mrwolf)
PEGA
Senior Solutions Consultant
Pegasystems Inc.
US

Here is one potential approach. Keep in mind the most suitable solution depends on what triggers your reference date (entered manually, pulled from database, event triggered using web services, et cetera).

  1. Add a new field named DueDate, type date only
  2. Add a Wait shape, then a Send email shape
  3. Switch to Dev Studio, and click on your Wait shape (you need access to the advanced configuration)
  4. Select Reference date/time, and copy/paste the following line 
    @addToDate(.DueDate,-7,0,0,0)

The wait shape will make sure your case continues only 7 days days before your due date, in which case a notification will be sent. 

Case type with wait and notification shapes

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