Hello,
Im new to PEGA robotics and have downloaded PEGA Robotics Studio v22.
Can someone guide me how can create a simple process to send email from outlook.
Immediate help would be appreciated.
@MehulM17183952With Pega Robotics, we use Connectors for interacting with the common Microsoft Office applications. These are much easier to automate than trying to identify the controls on screen or anything.
What do you want to trigger your email to send? For m example, I will assume you are building another process to construct the email and send it, so we will start with an entry point (this just means to invoke this automation, you’d call it from another automation or event).
- Create a new automation. I will name it SendEmail.
- Right-click the empty space and select Add–>Entry Point.
- Click the + (Plus) icon on the entry point to add parameters for the various email parts (to, subject, body, etc…). For this we will keep it simple and use only these three, but emails have many other properties you may wish to set.
- Locate the MicrosoftOutlook component in the Toolbox and drag into your automation.
- We could use the MicrosoftOutlookMail component as well, but I prefer using the MicrosoftOutlook component.
- It will be added to your Globals.
- From your Palette, drag the MicrosoftOutlook component into your automation.
- Select the NewEmail method.
- Connect the gray execution link from Run to this method.
- Drag the blue dot out from the Result from NewEmail and drop it in the empty space.
- Click More from the “Select action” window and place a check mark next to each of the properties you wish to set for your email message (in this case, I will select “Body”, “Subject”, and “To”).
- Click “Add”.
- A new block will appear with those three properties. You can connect the blue dots from your entry point to the corresponding properties of the email and connect the execution path (gray dot) from the NewEmail method to these properties.
- Drag the blue dot out (again) from the NewEmail method, drop it in an empty area, and select the “Send” method from the “Select action” window.
- Connect the execution link from your email properties to the “Send” method.
- It is best practice to add an Exit point if you have an entry point, so do that (same steps as above for adding an entry point) and connect it after the “Send” method.
@ThomasSasnett Hi Thomas thanks for the information I have configured it according to your guidelines my doubt is where is the from address and from which account the email will be sent
@akramp19 It will be sent using whatever address you have configured Outlook to use.