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Purpose

Use an email account data instance to record the email servers and accounts that your system uses to send outbound email correspondence generated during flow processing. The Pega-ProCom agent uses information in an email account data instance to process outgoing email and for Short Message Service texting.

The flow correspondence feature is implemented by a set of standard activities and rules. The standard activity Work-.getEmailSenderInfo looks for an email account with a name that matches the class group of the work object and the Type set to Notify. If the activity does not find a match, it uses the email account named Default instead.

Therefore, always maintain one email account named Default so the activity will always find an account. If different applications need to use different email accounts, use the name of the application’s class group as the name of the email account so the standard activities will find it. For example, in the HomeLoan class group, the Account Name is HomeLoan and the Account Type is Notify.

NoteThis form includes a tab named Incoming Mail. In versions prior to V5.3, this tab was used to configure email accounts that managed incoming email. The Incoming Mail tab remains on the form to support backward compatibility, but as a best practice in new development, use email services to manage incoming email.

Access

Use the Rules explorer to list email account data instances on your system.

NoteTo create email accounts, use the Email Landing Page. The Email Landing Page has gadgets to create, edit, and view outbound and inbound email settings. To access the landing page:

  1. Select the Pega button at the top left to display the landing page icons.
  2. Select integration overviewthe Integration area and then the integration overviewEmail landing page.

Category

The Data-EmailAccount class holds email account data instances. They are part of the SysAdmin category.

Initial data instances Atlas — Initial email account data instances

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