Include Report definition in the body of the email
Hi
We have a business requirement to include the report definition in the body of the email as well as the Excel attachment. Configuring notification message only allows me to write some formatted text but nothing about the report table.
How can I achieve this?
Regards, Luis
Pegasystems Inc.
IN
Hi
Try the following
1. Design a section and use a grid
2. Refer the report definition as the source of the grid
3. Now use this section inside your correspondance and send it via email.
Let me know if this helps.
JP Morgan Chase
GB
Hi
Thanks for the answer. I have done step 1 and 2 just as you said. However, step 3 I am not using a correspondence rule but the scheduling and subscribing out of the box feature PEGA has under the "PEGA Case Manager" -> "Reports" section on the menu in the left hand side.
Using that feature, you can subscribe different users to the report, schedule it and configure the body of the email which only allows formatted text to be included, nothing about the report output, local properties or anything like that.
Regards
Pegasystems Inc.
IN
Hi
You need to customize your own notification message for this.
The property which holds the content of the email message is pyEmailMesg under Embed-ScheduledTask-OutputProcessing
User can set the message that he wants in this section pyEmailParams under Embed-ScheduledTask-OutputProcessing-Reporting
But, I dont think it is possible to show a report definition inside a single value text property pyEmailMessage.