How can we attached PDF document as an email attachment and send it to the respective recipients from an activity or Data Transform.?
Hi @SAIKAT123,
To send a PDF document as an email attachment from an Activity in Pega, you can follow these steps:
- Attach the PDF document to the case using the appropriate attachment category.
- Use the SendSimpleEmail activity to send an email with the PDF as an attachment.
- Ensure the attachment category is specified correctly in the parameters.
- Provide recipient email addresses, subject, and body content.
Note: While Data Transforms can be used to prepare values (like recipient, subject, etc.), the actual sending of the email with attachments is typically handled in an Activity using SendSimpleEmail or SendEmailWithAttachments.
@VenkataVamsiRamK Could you please tell me how to attach a file to an email in Pega? I am retrieving email addresses from a data table and looping through the results. At the case level, we can only provide a few email addresses manually, but I want to send emails to multiple recipients at once. Also, I would like to know how to attach a PDF document from activity. How to do this.
@RAJUM560
To attach a file to an email in Pega and send it to multiple recipients, you can retrieve email addresses from a data table using a data page. Then, loop through the results and use the Work-.SendSimpleEmail activity to send the email. Pass the necessary parameters such as subject, message, and recipient address from the data page in each iteration.
To attach a PDF document, set the Attachment ID parameter in the same activity. This ID refers to the file already attached to the case (for example, a PDF generated earlier in the flow). This way, each recipient will receive the email along with the PDF attachment.
@VenkataVamsiRamK Could you please provide the screenshot ,how to attach the PDF document from the SendSimpleEmail Activity.
