Question
Capgemini
AU
Last activity: 6 Mar 2024 4:30 EST
Process to read email attachments through email listener
We have requirement to read csv file and create cases through email listener.
***Edited by Moderator Marije to change Content Type from Discussion to Question; added capability tags***
Accepted Solution
Updated: 2 Jun 2023 9:24 EDT
Coforge
IN
1. Create Email Listener : Configuring email listener processing | Pega (Keep No attachment option uncheck in process tab)
<<All attachements in email get stored in pyAttachmentPage whenever email comes to pega and listener process it>>
2. Create Service Email rule : Creating a Service Email rule | Pega
3. Create a activity, call it from service email.
Use pxParseExcelActivity to parse the excel data to a pagelist
Loop over the pagelist and create your cases .
High level steps to create case from activity :
Page New -> Call CreateWorkPage -> Property-set(set required data from the pagelist created above) -> Call AddWork -> Call commitwitherrorhandling
Updated: 16 Mar 2023 7:46 EDT
Pegasystems Inc.
GB
@AkhilTeja_Kolluru please could you take a look at the Case Management documentation?
The Data Management and Integration book will list steps for Creating a data model from a spreadsheet, Best practices for preparing your files and data model for import and Creating an email listener
Accepted Solution
Updated: 2 Jun 2023 9:24 EDT
Coforge
IN
1. Create Email Listener : Configuring email listener processing | Pega (Keep No attachment option uncheck in process tab)
<<All attachements in email get stored in pyAttachmentPage whenever email comes to pega and listener process it>>
2. Create Service Email rule : Creating a Service Email rule | Pega
3. Create a activity, call it from service email.
Use pxParseExcelActivity to parse the excel data to a pagelist
Loop over the pagelist and create your cases .
High level steps to create case from activity :
Page New -> Call CreateWorkPage -> Property-set(set required data from the pagelist created above) -> Call AddWork -> Call commitwitherrorhandling
Broadridge Financial Solutions (India) Private Ltd
IN