Question
Myknowtech B.V
NL
Last activity: 27 Sep 2017 3:11 EDT
Integration with outlook
Hi All,
I am interested to know how the integration is configured between Pega & outlook, so that when a user clicks on Email link new message templete opened in Outlook.
Can anyone provide me the overview how it is handled in Pega side, so that i can deepdive and analyze.
Thanks in advance,
Prem
Accepted Solution
Pegasystems Inc.
IN
Hi Prem
In Pega 7.2 there is a conrol called pyEmailLink under Pega-Gadgets:07-10-01
It displays an anchor link with a target using the "mailto:" protocol to open the client's e-mail program with a message to the e-mail address specified in the value of the property to which this control is applied.
It is used in the Parties mini tab on the Perform and Review harnesses for work. Check out the control and its usage in pyMiniPartyDetails section.
Pegasystems Inc.
IN
Hi Prem,
Thank you for posting your question here. Here are a few posts which could shed some light on your query.
Outlook Integration Prerequisites
Please let us know if this helps!
Regards,
Lochan | Community Moderator | Pegasystems Inc.
Updated: 29 Jul 2016 5:24 EDT
Myknowtech B.V
NL
Hi Lochana,
Thanks for the reply.. It will be more helpful if you can point what is the main rule or function invoked at the backend.
Thanks,
Prem
Pegasystems Inc.
IN
Hi Prem,
I'm afraid I dont know that! Let's wait for other community members' response.
Regards,
Lochan | Community Moderator | Pegasystems Inc.
Pegasystems Inc.
IN
Hi Prem,
Please go through below links and let me know if it is helpful for you :
https://docs-previous.pega.com/pega-sales-automation-714-integrating-outlook-tech-note
https://community.pega.com/sites/default/files/help_v719/procomhelpmain.htm
https://pdn.pega.com/you-begin-configuring-email
Regards,
Ravi
Capgemini
IN
I think what your requirement to have a email link which displays the email id and on click of that it should open new email page from outlook with email id in the to list. If my assumption is correct then just add the pxEmail control in the UI.
If you really want to integrate outlook and pega, Then you need to install pega plugin for outlook in the client. This works with pega sales framework.
-Saikat
Myknowtech B.V
NL
Hi Saikat,
Yes in our application we used pxEmail and yes it is opening the new email page in outlook. But i want to know which rules are invloved. I am not able to trace it.
Can you please share your knowledge on this?.
Thanks,
prem
Capgemini
IN
There is no rule from pega end. It is simple mailto tag in html.
try this in html. it will also do the same.
<a href="mailto:[email protected]?Subject=Hello%20again" target="_top">Send Mail</a>
Accepted Solution
Pegasystems Inc.
IN
Hi Prem
In Pega 7.2 there is a conrol called pyEmailLink under Pega-Gadgets:07-10-01
It displays an anchor link with a target using the "mailto:" protocol to open the client's e-mail program with a message to the e-mail address specified in the value of the property to which this control is applied.
It is used in the Parties mini tab on the Perform and Review harnesses for work. Check out the control and its usage in pyMiniPartyDetails section.