More about Correspondence rules
|
|
C-2220 5.2 After you save the Correspondence form, click the
Preview toolbar button (
) to view an approximate runtime display of the
correspondence in the lower half of the workspace. If your clipboard
contains pages that match those identified in the Pages & Classes tab, property values referenced in
the correspondence rule appear in the display. COLLAPSE CANDIDATE
For examples and additional information about correspondence, see
these 
Pega Developer Network articles:
After generation, correspondence items to be sent out are processed in background periodically by the SendCorr agent in the Pega-ProCom RuleSet. See Understanding the Pega-ProCom agents.
Completed correspondence items are saved as instances of a Data-Corr- class, such as Data-Corr-Email or Data-Corr-Fax. In the normal case, when the correspondence is produced by flow processing, a Link-Attachment instance associates the Data-Corr- instance with the work object.
These standard flow actions support correspondence:
See Atlas — Standard flow actions
In flow rules, you can use the two standard Notify activities named Work.-NotifyAll and Work-NotifyAssignee for correspondence related to an assignment.
Use the standard utility activity named Work-.CorrNew to generate correspondence without any user interaction. When you use this activity to generate email correspondence, you can set parameters so that all work object attachments, or all attachments of one or more specified categories, become attachments to the email message. C-2132 Optionally, you can send the email to multiple TO: work parties, one or more CC: work parties, and one or more BCC: parties. R-19754 C-2118 SP6 You can associate a priority level of High or Low with a message, as expected by Microsoft Outlook. B-15024 SR-65
Three standard low-level
activities support outgoing email. Typically, these are called only by
other standard activities: B-15019
In most situations, use only the
Work-.CorrNew activity, a notify activity, or a flow action
such as @baseclass.SendCorrespondence rather than calling
any of these three low-level activities directly. This approach assures
that
Your application can send
digitally signed email messages, providing assurance to the
recipients. See How to send digitally
signed email.
As an alternative to correspondence rules, you can create correspondence fragments, rules in the Rule-Corr-Fragment rule type. Use fragments for standard text that can be used in many different correspondence rules of different Applies To classes.
For example, you can use a fragment for a standard greeting, introductory or closing paragraph, or footer. By using a fragment copied into the correspondence rule using a <pega:include> JSP tag, you can avoid rewriting and maintaining common text in multiple correspondence rules.
Because correspondence rules are supported by stream processing, you can reference HTML styles or cascading style sheets (CSS files) in a correspondence rule. CSS files can ensure consistency in fonts, font sizes, layout, and appearance, whether final output is formatted by Microsoft Word or by a browser. Typically, a CSS file is stored in a text file rule (Rule-File-Text rule type).
For example, you can use the CSS elements
page-break-before and page-break-after to force
page breaks in printed output. C-1509 For example, this inline
style element forces a new page:
<H1 style="page-break-before:always">Summary</H1>
Correspondence processing can start Microsoft Word 2003/2007/2010
on the user workstation. It creates temporary files in the directory
identified by the Windows TEMP Environment variable, typically on
the C: drive.
If the TEMP Environment variable does not exist or refers
to a drive other than C:, Process Commander attempts to create a
directory named C:\PegaTemp. If this is unsuccessful, it
displays an error message and correspondence editing fails. Issue
R-6909
Optionally, you can enable missing property detection for generated correspondence. Missing property detection checks all properties used in a generated correspondence for empty or Null values, including conditional correspondence fragment includes. Any properties referenced, but not actually used in the final correspondence, are not checked.
To enable missing property detection, create a one-step activity that runs prior to the correspondence being sent out which sets pxThread.pyTraceMissingProperties to true.. After the correspondence has been generated, Detected missing properties are then stored on the clipboard in the pxMissingProperties Page List, in the properties pxPropertyName and pxPropertyPath.
To disable this feature, setting the pxThread.pyTraceMissingProperties to false. GRP-16765 GRP-16937 GRP-17196.
When you save a correspondence rule, the system converts HTML and JSP tags (or directives) to Java source code. As a learning or debugging aid, you can review this Java code. B-21782 no Run button
C-1665Click the Show Java toolbar button (
) to see to see the
system-generated Java code that implements the correspondence rule. The
window presents a read-only preview of the Java that implements this rule
instance. This Java code is not identical to the Java that executes at
runtime, which includes Java code inlined from other rule instances and
reflects rules in the requestor's RuleSet list.
Through directed inheritance, the immediate parent class of the Rule-Obj-Corr class (and of similar classes containing HTML text) is the Rule-Stream class, not the Rule-Obj- class.
