47 thoughts on “How to configure an email account & send outbound email from Pega?

  1. I tried the same steps Bro ,even I made the secure options are less secure in gmail, But when I clicked on test connectivity for sender option .I am getting the following error message.

    “A secure Connection cannot be established with outgoing SMTP email server.please check Application server configuration.”
    can you please help me

    1. Can you tell me the host name of the email server you are trying to connect? Also is there any proxy network involved? I mean, trying inside your organization network?

    2. Check for

      “Connection” area in sender if Port number: 587 then the check box USE SMTPS should be UnCheck.

  2. Hi Prem,

    I have one small question,in one particular flow I want to send an email with pxupdateoperator Id . So in this case I don’t want to send my email with the email Id that I have configured in outbound.Can u please tell me how to override outbound default email id with pxupdateoperator id ??

    1. Hi Sowmya,
      I can understand your requirement.

      If you need to send an email automatically, then you should have an email account registered with the email ID.
      In your case, you need to dynamically send email from operator ID, who is working on the case. To my knowledge, this is not feasible within Pega email account.

      I have a solution. Instead of sending the mail automatically, you can have an email button in the section. Configure it with outlook and send from the email ID that belongs to the operator. This should be done manually using email icon.

      Other comments and solutions are welcome. πŸ™‚

    2. May not be good approach.but one email account enough to do this before sending the mail in flow call utility.In utility open the rule form using obj open and identify the property in which pega saves the mail id update it do obj save.so when flow reaches at send email shape its sends with mail id which is updated.
      But later again i think you need to bring back to initial mail id which was there.

    3. The solution given by Giraj is feasible to a certain extent if the pxUpdateOperator is willing to provide his credentials before sending the email. This password, though it is encrypted will get stored in EmailAccounts instance before the email gets triggered. Also, when we think in a broader aspect, since we have only one account per work pool, let’s assume more than one user is trying to send email, in that case the system might run into a potential lock issue.

      I agree with Prem’s solution of opening outlook to send an email provided the user’s system is configured with an email client πŸ˜‰

  3. 1)scenario :
    obj save–page1
    obj save–page2
    obj save cancel—blank
    which page is saved in db?
    is step page required for commit/

    1. I assume ‘write now’ is not checked in obj-save
      Step 1: Page1 is saved to deferred instance list
      Step 2: Page2 is saved to deferred instance list
      Step 3: Removes the most recent un-commited obj-save instance. In our scenario – Page 2.
      Step 4: Will commit all the deferred instances. Only Page1 is commited ( since Page2 is removed)

      Note : Obj-save-cancel & commit don’t require any step page πŸ™‚

  4. Thank You so much prem for explaining complicated topics with such good scenarios. i have one request can you please make one article on Inbound email and decision table/tree example using expressions. Thank You πŸ™‚

    1. It is my pleasure, Abdul. πŸ™‚
      Happy to hear that you find it useful. πŸ™‚
      Yeah Abdul, I’ve noted the topics down. I’ll try to post them soon.
      Stay tuned. πŸ™‚

  5. Well written post, ive read few other posts of yours, all were good and easy to understand.Appreciate your efforts.

  6. Thank you so much Prem for explaining all these with scenario, I’m getting an issue,in my case both sender and receiver connectivity are successful,I added send email shape in flow and configured using gmail and run it. but didn’t get mail with correspondence message,opened attachment from flow,got the below error:
    Error Sending Email:
    **caught.com.sun.mail.util.mailconnectexception: couldn’t connect to host :vfwiappdb2040,25:timeout 60000

    1. Hi Raj,
      From you error message, I can see you trying to open port 25 to send email.
      Please try using port 587 and test it πŸ™‚

  7. Hi Prem,
    Thanks for response,I tried by changing port 587,but still getting same error with port 587, tried with both gmail as well as my office email by enabling less secure app for gmail & I request you can please make one article in simple topic but little bit confusion like pagelist,page group,valuelist, value group & when to use all these. πŸ™‚

  8. Hi Prem,
    I’m using port 587, SMTPS unchecked.
    In gmail allow less secure is on.
    But still i’m getting the configuration error.
    can you please advise what could be the problem.

  9. connect to email server Fail.
    May be the reason, in my mobile my gmail is logged in.
    I didnt changed any settings in app.

  10. Hey Prem,

    I followed the steps provided by you but still I am getting the below error while connecting from exercise system in PDN.

    “The connection to the outbound email server timed out. The server may be unavailable, or the connection configuration may be incorrect. Verify Username, password, and SSL options”

    I used gmail, and Host:port are smtp.gmail.com:587.
    Use SMTPS is unchecked.

    Please advice what to do.

  11. Hello prem,

    my question is… when customer rise the ticket, pega application should generate a ticket id for that mail and sent that ticketID to customer mail. can u please share the process of this.. how to do.

    Thanks & regards

  12. Hi Prem,

    It’s a very detailed explanation. I like the way you explained. Kudos to your work. Keep going on..


    1. Hi Srikanth,

      I’m happy to hear that you liked it. Thank you so much for your appreciation. I’ll keep on updating the site with new posts. πŸ™‚
      Stay tuned. πŸ™‚

      Premkumar G

  13. Hi Team,

    I have configured “Receive an email and create a work object” and I see the below error in service email trace.So,it is not creating the work object.

    pyWorkPage.pyWorkParty(Customer).pyEmail1 — (Data-Party-Person)Method.Property-validate PropertyRequired .pyEmail1

    1. Yes. Please check my work party post. When you set work party, OOTB validate rule can be called to validate the property values. Validate rule can be Data-Party-Operator/Person.
      If you really need customer as work party, set valid pyEmail1 which is mandatory. You can remove workparty / update it. Just trace the service email

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