Adding optional Actions to a workflow
1 Task
5 mins
Scenario
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! |
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
- 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.
Confirm your work
- 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- Click Submit to cancel the request and resolve the case with a status of Resolved-Withdrawn.
This Challenge is to practice what you learned in the following Module:
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