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Adding optional Actions to a workflow


2 Tasks

5 mins

Visible to: All users
Beginner Pega Platform Case Management English
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InsCorp wants to ensure that customers can cancel service requests at any time. Add the 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 Operator ID Password
Application Developer author@gogoroad pega123!

Challenge Walkthrough

Detailed Tasks

1 Add the Cancel request process as a case wide action

  1. In the App Studio navigation pane, click Case types > Assistance Request to open the Assistance Request case type.
  2. In the upper right of the Workflow tab, click Optional actions to display existing optional actions.
  3. Under Case wide actions, click Action > More > Processes to display a list of existing processes.
  4. From the list of processes, click Cancel request > Select to display the process in the list of Case wide actions.
    Add the Cancel request process as a case wide optional action
  5. Click Save to apply changes to the Assistance Request case type.

2 Confirm your work

  1. In the Assistance Request case type, click Save and run to run a new instance of the Assistance Request case type.
  2. Advance past the Create view.
  3. From anywhere in the case, click Actions > Add Work > Cancel request to cancel the assistance request.
    Accessing the Cancel request optional process
  4. In the Cancel request view, click Yes, cancel my request.
    Cancel request view
  5. Click Submit to cancel the request. The case resolves with a status of Resolved-Withdrawn.
    Assistance request case resolution status after cancel request process

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