How to send a list of cases created in last 1-month through mail on a weekly basis in pega 8.5.
How to send a list of cases created in last 1-month through mail on a weekly basis pega 8.5.
***Edited by Moderator Kayla to update Platform Capability tags***
Accepted Solution
Updated: 1 Jul 2021 1:03 EDT
IN
@Soumyadeep.B Thank you. got it.
Booking Holdings
IN
You can create a Report definition to get the list of all the cases created in last one month (using pxCreateDateTime in filter conditions).
After that you can schedule the report from the case manager portal. You can use 'Recurring task' option to send the list in excel format to the list of operators selected.
IN
@Soumyadeep.B Thanks you. Can you please help me with activity step to send email to custom email address.
Booking Holdings
IN
You don't need to write custom activity to send email. After you have created your report definition, you can schedule that report from the report browser. You can refer the link below:
https://community.pega.com/sites/default/files/help_v72/reporting/rpt-scheduling-reports-tsk.htm
If you need to customize you can check the pyActionSendMailReporting activity.
Updated: 1 Jul 2021 0:29 EDT
IN
@Soumyadeep.B Thank you. But I need to mention list of customer email address email address 1, email address 2 like this . ( ex: Proprietary information hidden). please help.
Booking Holdings
IN
For that you may need to write custom activity and set the parameters for SendEmailNotification activity.
You can check the link below:
Accepted Solution
Updated: 1 Jul 2021 1:03 EDT
IN
@Soumyadeep.B Thank you. got it.