Posted: 31 Mar 2015 16:56 EDT Last activity: 2 Apr 2015 12:36 EDT
How do I send a Letter in Exercise: Notify Users from Within a Process?
From the Scenario and Procedure sections of this exercise, it seems I am to generate an actual letter to be mailed to the new employee. I have created a Correspondence rule called "Welcome Letter" of type "Mail".
The procedure section advises using a Utility shape to run CorrNew and reference my Correspondence. I have been through the 7.1 Help, searched PDN and even read the activity to try to discern how to pass the full record name in (Correspondence plus type)in the CorrName parameter. When I only put in the Correspondence rule name (without CorrType), I get an error trying to test my flow, because it defaults to sending Email and can't find an Email version of my Correspondence rule (because it doesn't exist). When I put a space between Correspondence rule name and type, it still isn't found:
I took this shot before adding a space and the word Mail to produce the error shown above.
How exactly do I type in the CorrName parameter so it finds my Mail type Correspondence rule "Welcome Letter"?
The CorrNew Activity only works with Correspondence Rules of Type Email. You cannot use it to send Letters (Mail). Your only option is to set up an Email Type of the Correspondence Rule and then use the Smart Select and pick the Correspondence Rule Name (without reference to its type). PRPC will generate the "Welcome Letter" as an email and send the email.
So how am I supposed to complete this part of the exercise? I am following the exercise guide, and it says to use CorrNew, but the instructions are to mail a letter:
Scenario says "We also need to send a welcome letter..., which will be mailed...the content of the letter should read:"
Procedure for "Sending the welcome letter to the new employee" says:
1. Create a mail type correspondence record...
2. Compose a letter...
4. Configure a utility shape to use the default CorrNew rule. Reference the correspondence record you created previously...
I can certainly just decide the exercise meant "email" and use CorrNew as instructed, but I'd rather learn how to send a letter (using corrtype Mail) if possible. I've looked and can't find how to do this other than through querying the party record and finding a preference for Mail. Any hints?
I'll take the hit for that original exercise; I wrote it. Someone else did the last two/three updates and I'm not sure why this known issue was not corrected. I'll look into it again.
Now, in my defense: the original intent was to see if you could discern the design pattern needed to fulfill this business need; what are all the record-types you would need to at least string together.
We never intended for this to actually work, mostly because the exercise environment was not configured with any sort of functionality to make it actually work. For example, if you wanted to print the letter (ostensibly the reason behind wanting to mail something), you would have to install and configure the Correspondence Output Server.
In hindsight, maybe it wasn't such a good idea to even bring it up.
As to your last point - yeah, let's just assume it's a typo in the exercise and it did mean to say Send Welcome eMail.
Thanks Eddie! I totally understand how these things go :) I appreciate the clarification AND the original intent of the exercise. I did choose to try it as an email. Unfortunately I've had to back out most of the changes just in order to test the case, because the process that initiates the Assignee party isn't bringing over the operator's email into pyEmail1 (and I can't seem to edit the clipboard right now?). I'm looking into this now.
And I do get it that we can't actually test sending emails or letters because of the limitations of the exercise environment...knew that going in ;) but I appreciate the exposure to different ways of notifications.
I am STILL curious about how to send a letter! I know that writing activities is strongly discouraged, so... are there generally activities for sending letters that are included in frameworks or apps?
Thanks again, eddie....I appreciate your time and effort.
Thanks Eddie. I know that we don't have printers and the corr server (if that's still how it's done) setup in the environment, so I'm just curious about the how. I do understand if a party record has a preference of type Mail, that letters would be sent out during party correspondence "automagically" but if I wanted to specifically sent a letter in the mail...yeah that. :)