Adding optional actions to a workflow

1 タスク

5 分

Visible to: All users

初級

Pega Platform 8.8

Case Management

Theme Cosmos

英語

シナリオ

InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel request process for a citizen developer to leverage. Add the pre-configured Cancel request process as a case-wide optional action to cancel assistance requests. Update the process to advance a case to the Cancellation stage if the user elects to cancel their assistance request.

The following table provides the credentials you need to complete the challenge.

Role	User name	Password
Application Developer	author@gogoroad	pega123!

補足： Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

このチャレンジを完了するには、Pegaインスタンスを起動する必要があります。

起動には5分ほどかかることがありますので、しばらくお待ちください。

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チャレンジウォークスルー

詳細なタスク

1 Add the Cancel request process as a case wide action

In the Pega instance for the challenge, enter the following credentials:
1. In the User name field, enter author@gogoroad.
2. In the Password field, enter pega123!.
In the navigation pane of App Studio, click Case types > Assistance Request to open the Assistance Request case type.
In the upper right of the Workflow tab, click Optional actions to display existing optional actions.
In the Case wide actions section, click Action > More > Processes to display a list of existing processes.
From the list of processes, click Cancel request > Select to display the process in the list of case wide actions.
In the upper right, click Save to apply changes to the Assistance Request case type.

作業の確認

In the Assistance Request case type, in the upper right, click Save and run to run a new instance of the Assistance Request case type.
Choose any customer from the Account ID list and advance the case past the Enter payment information view.
From anywhere in the case, click Actions > Add Work > Cancel request to cancel the assistance request.
In the Cancel request section, select Yes, cancel my request.
Click Submit to cancel the request and resolve the case with a status of Resolved-Withdrawn.