Enabling inline images in email triage cases
Update the configuration for your Pega Email Bot™ so that the system can display images inline in the rich text format for triage cases. By showing images in rich text format, you reap the following benefits: make the information more presentable, improve the overall user experience, and increase the performance of the system for users and customer service representatives (CSRs).
When the email bot generates triage cases from user emails, the system might not display images in the email body inline in the rich text format. To fix this issue, configure the auto-generated service email rule for your email bot to store the email body as an HTML attachment. Also, configure the email listener rule for your Email channel so that it does not embed inline images.
When you perform the following configuration steps, you ensure that the system saves the email body and its inline images as attachments. At run time, to increase performance, the system then changes these attachments to the triage case to display as inline images in rich text format.
- Switch to Dev Studio.
- Configure the email listener rule not to embed inline images into the
HTML:
- In the navigation pane of Dev Studio, click Records.
- Expand the Integration-Resources category, and then click Email Listener.
- In the list of email listener rule instances, open the rule used by
your email bot by clicking the rule's name.To find the email listener that your email bot uses, edit the email listener rule. When you edit the rule, on the Properties tab, in the Email account section, ensure that the email account in the field is the same account that you defined for your Email channel on the Configuration tab, in the Email handling section, in the Email accounts list. For more information, see Creating an email listener and Exploring email configurations.
- In the email listener rule, click the Process tab.
- In the Data options section, clear the Embed data for inline images into HTML check box.
- Click Save.
- Configure the service email rule to store the email body as an HTML
attachment:
- In the navigation pane of Dev Studio, click Records.
- Expand the Integration-Services category, and then click Service Email.
- In the list of service email rule instances, to open the rule for your
email bot, click the rule name.To find the service mail rule that your email bot uses, edit email listener rule for your email bot. When you edit the rule, on the Properties tab, in the Listener properties section, check the name of the service mail rule in the Service package field. For more information, see Creating a Service Email rule and Exploring email configurations.
- In the service email rule, click the Request tab.
- In the Message data section, in the Handle HTML content list, select As HTML attachment.
- Click Save.
- Optional: To hide inline images from also displaying as attachments in triage
cases:
- In the navigation pane of Dev Studio, click App, and then search for the Data-WorkAttach-File class.
- Expand the section for the Data-WorkAttach-File class, and then click pyDisplayEmbededFileAsAttachment .
- In the pyDisplayEmbededFileAsAttachment when rule, in the Set conditions section, in the first list in the row select Always, and then in the second list, select is false.
- Save your changes by performing one of the following actions:
- To save the rule that belongs to a locked ruleset to an isolated
sandbox so that you can test your changes, click
Private edit.
For more information, see Performing a private edit.
- To save the rule to a ruleset, click Save as.
- To save the rule that belongs to a locked ruleset to an isolated
sandbox so that you can test your changes, click
Private edit.
By default, the system displays inline images in triage cases also as attachments. - Optional: To display externally referenced images in triage cases, perform the following
steps:
- Search for the pyAllowedDomainsForInlineImages data transform rule, and open the rule.
- On the Definition tab, click the Add a row icon.
- In the Action column for the row, select Set.
- In the Target column for the row, enter: pxResults(<APPEND>).pyNote
- In the Source column for the row, enter the domain where you store an external image in double quotation marks.
- Optional: To define additional domains where you store your external images, repeat steps 5.b through 5.e.
- Click Save.
- Optional: To encrypt sensitive information embedded in inline image HTML tags for a
triage case, add URL mappings in the system.For more information, see Adding URL mappings to secure inline images for triage cases.
- Switch back to App Studio.
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