Creating Correspondence

We like to notify the customer by creating appropriate correspondence. Stardust provides a prepared correspondence template, which we will upload to use as template for our correspondence. For details on creating correspondence in the Stardust portal refer to chapter Creating Correspondence of the End User Handbook.

If you have not already done so, download the zipped example sources for the Support Case example as described in section Example Sources of the main chapter The Support Case Example. Unzip the zip folder to a location of your choice. In folder dat you find the template Acceptance.html.

Uploading the Example Correspondence Template

To upload the template Acceptance.html to our correspondence-templates folder:

  1. In the Documents section click My Documents to switch to the My Documents view. Refer to chapter Organizing Process Documents of the End User Handbook for details on this view.

  2. In this view, right-click correspondence-templates folder and select Upload File.

The template opens with its content in the HTML document viewer. For details on viewing documents, refer to Viewing and Editing Documents of the End User Handbook.

You see the following tags marked with #{} that should be replaced with our process data when added to our process:

CustomerName and ProductName are the IN data mapping IDs we created for process Support Case Management with the according access paths for SupportCaseData.Name and SupportCaseData.Product.Name respectively.


Figure: Correspondence Template Content

Switch back to the My Documents view. Here you see the uploaded template under the correspondence-template folder.


Figure: Uploaded correspondence template

Creating the Correspondence

Now we will use this template to create the correspondence. To create the correspondence:

  1. Go back to the Deliver Patch activity.
  2. Click the Correspondence icon in the toolbar.

  3. In the To field enter the email displayed in the out data mapping field of the Deliver Patch activity.
  4. Click the Use Templates option.

  5. In the Select Templates/Paragraphs dialog, select the Acceptance.html template.

  6. Click Close.
  7. The template is added to the templates editor. You see that the tags are replaced with data that were added during the process.

  8. Now you can adjust the correspondence and send or print it as you desire.

 

Congratulations ! You have completed the Stardust Developers Support Case Tutorial.