Contact preference

A work item may identify one or many parties who are interested, affected by, or somehow involved in the matter, including the originator. When correspondence about the work item is sent to a party, the system attempts to use a medium recorded as that user's contact preference.

For example, some parties may prefer to receive correspondence as email. Others may prefer a printed postal letter.

Work object forms may capture multiple addresses and other ways to communicating with parties, such a work and home phone numbers, email addresses, fax numbers, and so on. For example, the standard HTML rule Data-Party.PartyContact allows users to record three preferences (Data-Party.pyResponseMode1, pyResponseMode2, and pyResponseMode3) for an interested party. These properties accept a value from a drop-down list, as seen in this portion of a PegaSample form:

When selecting a correspondence rule, the system chooses from only those with a correspondence type that's compatible with one of the recipient's preferences. For example, if Anna Leonowens prefers Email 1 and Work Fax for correspondence, the PRPC application looks for correspondence rules with email or fax as the Correspondence Type.

After you select a contact preference, the PartyContact HTML rule makes the corresponding address fields required. For example, you can't indicate that Home Address is the first preference without supplying a home address.

For PRPC users (when identified as a party of the Data-Party-Operator class), the contact preference is always email.

	correspondence type, originator, sample application, work party
	About Correspondence Types  Correspondence concepts and terms

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