we have a business requirement, where client wants to have an email template and when selected there should be automatically added excel. The excel does not exist on the pyWorkPage of the exception case. It is just new excel file to be added (possibly with predefined fields in the excel file)
Internally, we have the option to manually add the attachments from the case itself (e.g. any existing attachments, emails)
Is there a possibility, and how would it be implemented in Pega Platform 8.7 or 8.8? Is there any OOTB code we can use?
@RenataC5 To automatically add a new Excel attachment with predefined fields when an email template is selected in Pega Platform 8.7 or 8.8, you can create a flow action that triggers an activity upon email template selection. First, design the Excel template with the necessary predefined fields and store it in a location accessible by Pega, such as the Clipboard or a file repository. Then, develop an activity that generates the Excel file dynamically, populating it with any required data from the case. Use Pega’s built-in utilities or OOTB functions like the Excel Integration capabilities to create and format the Excel file. Once the Excel file is generated, attach it to the email by leveraging Pega’s attachment methods within the activity. Update the email configuration in the flow action to include this attachment automatically. Ensure that the flow action is properly connected to the user interface so that when users select the email template, the activity runs seamlessly, adding the Excel file without manual intervention. Additionally, test the implementation thoroughly to confirm that the attachment is correctly generated and included in all relevant emails.