Help users more intuitively send correspondence from cases by providing
correspondence prompts that are specific to the context of the current application. As a
result, run-time users interact with a relevant list of available correspondence
templates, such as templated email messages, so that they can send correspondence
faster.
You can mark correspondence as a top-level correspondence rule so
that the application prompts this correspondence at run time. By default, applications
prompt all top-level correspondence rules that are available for a case through the class
hierarchy.
To organize prompts in a more efficient way, create application-specific
prompts. For example, in a banking application, you can create a list of correspondence
templates that are specific to this application only.
On a correspondence rule form, mark correspondence as top-level:
In the navigation pane of Dev Studio, click Records.
Expand the Process category, and then click
Correspondence.
In the list of correspondence instances, open the correspondence that
you want to edit.
On the Prompts tab, in the Top
level section, select the This is a top-level
correspondence rule check box.
Result: Your application displays this correspondence at run time as a
prompt.
Copy the ListOfValidCorrs activity into your application
ruleset:
In the navigation pane of Dev Studio, click Records.
Expand the Technical category, and then
click Activity.
In the list of activity instances, double-click the
ListOfValidCorrs activity.
In the form header, click Save as.
In the Context section, in the Apply
to field, enter your application class.
In the Add to ruleset list, select your
application ruleset and ruleset version.
Click Create and open.
Edit the ListOfValidCorrs activity:
In the row of the call LookupList method, click
Expand to see method parameters.
In the Value field of the
Action parameter, enter
classgroup, as shown in the following
figure:
Editing ListOfValidCorrs activity
Click Save.
Result: At run time, when users select a correspondence template, a
list of prompts includes only top-level correspondence rules from the current
application, as shown in the following example:Correspondence prompts
