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Adding optional Actions to a workflow


2 Tasks

5 mins

Visible to: All users
Beginner Pega Platform 8.5 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 User name Password
Application Developer author@gogoroad pega123!
Note: 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.

Challenge Walkthrough

Detailed Tasks

1 Add the Cancel request process as a case wide action

  1. In the navigation pane of App Studio, 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. In the Case wide actions section, 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.
  5. In the upper right, click Save to apply changes to the Assistance Request case type.

2 Confirm your work (section not graded)

  1. 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.
  2. Advance past the Identify vehicle view.
  3. From anywhere in the case, click Actions > Add Work > Cancel request to cancel the assistance request.
  4. In the Cancel request section, select Yes, cancel my request.
  5. Click Submit to cancel the request and resolve the case with a status of Resolved-Withdrawn.

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