How to configure the mail calendar in pega

Configuring the Mail Calendar in Pega!

To configure the Mail Calendar in Pega, follow these steps:

Prerequisites:

  1. Ensure you have a Pega Platform version 7.4 or later.
  2. Make sure you have the necessary permissions to configure the Mail Calendar.

Step 1: Enable the Mail Calendar

  1. Log in to your Pega Platform instance as an administrator.
  2. Go to System Settings > System > Mail.
  3. Click on the Mail Calendar tab.
  4. Check the box next to Enable Mail Calendar.
  5. Click Save.

Step 2: Configure the Mail Calendar Settings

  1. Go to System Settings > System > Mail > Mail Calendar.
  2. In the Mail Calendar Settings section, configure the following settings:
    • Mail Calendar Frequency: Choose how often you want the Mail Calendar to run (e.g., daily, weekly, monthly).
    • Mail Calendar Start Time: Set the start time for the Mail Calendar run.
    • Mail Calendar End Time: Set the end time for the Mail Calendar run.
    • Mail Calendar Time Zone: Set the time zone for the Mail Calendar run.
  3. Click Save.

Step 3: Configure the Mail Calendar Rules

  1. Go to System Settings > System > Mail > Mail Calendar Rules.
  2. Click on the New button to create a new Mail Calendar rule.
  3. Fill in the required fields, such as:
    • Rule Name: Give a name to your rule.
    • Rule Description: Provide a brief description of your rule.
    • Condition: Define the condition for which you want to send emails (e.g., when a case is created, updated, or closed).
    • Action: Define the action to take when the condition is met (e.g., send an email to a specific user or group).
  4. Click Save.

Step 4: Test the Mail Calendar

  1. Go to System Settings > System > Mail > Mail Calendar.
  2. Click on the Run Now button to run the Mail Calendar immediately.
  3. Verify that the emails are sent as expected.

That's it! You have successfully configured the Mail Calendar in Pega.

Remember to test your Mail Calendar configuration thoroughly to ensure it works as expected. If you encounter any issues, refer to the Pega documentation or contact Pega support for assistance.