How to send a list of cases created in last 1-month through mail on a weekly basis pega 8.5.
Edited by Moderator Kayla to update Platform Capability tags
You can create a Report definition to get the list of all the cases created in last one month (using pxCreateDateTime in filter conditions).
After that you can schedule the report from the case manager portal. You can use ‘Recurring task’ option to send the list in excel format to the list of operators selected.
@SoumyadeepB1801 Thanks you. Can you please help me with activity step to send email to custom email address.
You don’t need to write custom activity to send email. After you have created your report definition, you can schedule that report from the report browser. You can refer the link below:
If you need to customize you can check the pyActionSendMailReporting activity.
@SoumyadeepB1801 Thank you. But I need to mention list of customer email address email address 1, email address 2 like this . ( ex: [email protected]). please help.
For that you may need to write custom activity and set the parameters for SendEmailNotification activity.
You can check the link below:
@SoumyadeepB1801 Thank you. got it.