Configuring correspondence rules
You can use correspondence rules in your implementation layer to automatically generate or customize outbound emails, faxes, printed letters, telephone messages, and other notifications. Outgoing email can contain Pega UI sections, plain text or HTML, and may also include attachments such as PDF files and images.
In Pega Warranty, you can resave or customize the following types of correspondence rules based on the customers' needs.
Claim file - PegaMfg-AMS-Work-WR-CL-ClaimFile
ProgramNotification Email
Repair order - PegaMfg-AMS-Work-Service-RepairOrder
CampaignEmail Email RepairTechnicianEmail Email SampleRepairOrder
Email
Use the implementation layer to define new templates.
You can update the logo, text, layout, and incorporate values from the application, for example, claims and repairs as a part of the correspondence content. Use the following example to configure the correspondence rules.
- In Dev Studio, search for
ProgramNotificationEmailand select thePegaMfg-AMS-Work-WR-CL- ClaimFilecorrespondence rule from the results. - Save the rule into your implementation layer. For additional information about locked and unlocked rulesets, see Copying a rule or data instance.
- Edit the available correspondence template according to your business requirements.
- ClickSave.
- Repeat the following steps for the repair order related rules if necessary.
For more information about how to create or modify the correspondence rule template, see Correspondence.
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