I want to read an excel file from email and need to save the data in data table. By default, Pega is not supporting excel attachments to read from email. It is working for docs, pdf etc. I have added xlxs in pySetTextExtractionCapabilities DT to read a excel file.
I have created a email channel and configured some basic entities to properties in a casetype to verify whether it is reading or not. When i send a mail it is creating a case and setting the values from body of email to single prop in case.
I found out that the attachments in email are not attached in case. Why it is not attached ?
My basic req is just need to read the excel data from email attachment and save it in data table.
In email channel, we have option to create a case, route to operator or workbasket, Auto reply. But I want to save the data without these options like creating a case.
Please suggest best possible approach. My version is 8.5.
While email channels can extract entities from attached files in an email, its sole purpose is not to "read attached files", rather it is to apply the NLP, identify the topic(s), determine sentiments, extract entities and then based on the logic that you have defined in your channel configuration it will either create a case, route to a queue/operator or auto reply.
If your sole purpose is just to read an incoming excel file from an email then I guess email channel is not the correct choice. You should design your own email listener and from your email service you should try to use OOTB activities like pxParseExcelFile or MSOParseExcelFile to parse and store in the data table.
Regarding why the file is not attached with the case - Which case are you looking at to view the attachments? When you use Email Channel to create a service case, you can have 4 types of cases created : ET case, M case, I case and S case.
Posted: 2 years ago
Posted: 30 Aug 2021 2:18 EDT
Vikas Raidhan (VikasRaidhan)
Senior Manager, Software Engineering, Customer Service Digital
Email channel is not a suitable path here. You can create a simple Case based Email instantiation, all your attachments will be accessible via pyAttachmentsPage and you can use standard Excel file readers to read that data.
@Vinoth Please verify the email listener configuration under Process Tab, Remove the No attachment check box and verify it. Post the change verify that pyAttachmentsPage page have both original email and attachment available or not.