Question
Smart Communications
HU
Last activity: 21 Mar 2025 11:28 EDT
Making custom automation available in App Studio
Hi everyone,
I'm implementing a custom automation, read through the docs but I haven't found any information about making the automation available in App Studio's Case Designer. Is it possible?
I can make a smart shape like described in the doc linked below, so it can be made available in Dev Studio's Flow editor, or it can be called through an Utility.
Smart shape docs: https://docs-previous.pega.com/process/how-create-custom-smart-shape?
Thank you!
Updated: 21 Mar 2025 11:26 EDT
Pegasystems Inc.
GB
Smart Communications
HU
@MarijeSchillernFor automation creation I followed this: https://docs.pega.com/bundle/platform-88/page/platform/data-integration/creating-automation.html
For smart shapes I followed the relevant parts of this: https://docs-previous.pega.com/process/how-create-custom-smart-shape
What I'm trying to achieve is providing custom email creation and sender component that can be used from the Case Designer. The built-in automation would almost be perfect if it could take the html body as a property or specific attachment, instead of just a rich text editor field.
Updated: 21 Mar 2025 11:28 EDT
Pegasystems Inc.
GB
@RobertR16597299 thanks for the additional clarification. Can you confirm that in essence this is what you've done?
Taken from our documentation:
Sending automatic emails from cases
To create a custom email Smart Shape and sender component, follow these steps:
@RobertR16597299 thanks for the additional clarification. Can you confirm that in essence this is what you've done?
Taken from our documentation:
Sending automatic emails from cases
To create a custom email Smart Shape and sender component, follow these steps:
- Create a new Flow Action rule for the custom email component.
- In the Flow Action rule, add a section that includes the necessary fields for the email, such as sender, recipient, subject, and a property to hold the HTML body.
- Create a new activity to handle the email sending process. In this activity, use the 'SendEmailNotification' method or the 'SendEmailWithAttachments' method, depending on your requirements.
- In the activity, set the necessary parameters for the email, such as the 'From', 'To', 'Subject', and 'Message' properties. For the 'Message' property, use the property that holds the HTML body.
- If you need to send a specific attachment, use the 'Attachments' parameter in the 'SendEmailWithAttachments' method. You can pass the attachment's pzInsKey or a Page List containing the attachment details.
- In the Case Designer, add a new step and select the custom Flow Action you created earlier. This will allow you to use the custom email component in your case.
What are the results when you test your custom email component?
I will leave other forum users to pitch in as this is a design question I cannot help further with.
@RobertR16597299 Could you please provide the URL's of the documentation you followed?
It is possible to expose a custom smart shape in Dev Studio's Flow editor. You can use the pyExtendedAPIs navigation rule to add your custom smart shape. You need to add an item and include on-click actions as the run script with the required values. This will add a custom smart shape to the flow. However, for App Studio's Case Designer, there is no direct mention of exposing custom smart shapes. You may need to use the available shapes and configure them according to your needs.
How To Create Custom Smart Shape
Assignment shapes in processes > Assignment shapes
Utility shape