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Challenge

Configuring rule resolution

3 Tasks

25 mins

Visible to all users
Intermediate Pega Platform 8.6 Dev/Designer Studio English

Scenario

Human Resources (HR) business partners create benefits enrollment and employee evaluation cases on behalf of TGB employees. To ensure that each case is created for the appropriate employee, HR business partners have asked that the employee information header area for each case type match the header used for Onboarding cases.

Save a copy of the EmployeeInformation section from the Onboarding case type to the class group (TGB-HRApps-Work) and add it to the HRApps:01-01-02 ruleset.

Withdraw the EmployeeInformation section in the Benefits Enrollment, Employee Evaluation, and Onboarding case types.

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

Role User name Password
Senior System Architect SSA@TGB rules
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

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Copy the EmployeeInformation section record to the new context

  1. In the Onboarding case type, open the EmployeeInformation section.
    Tip: Section records are in the User Interface category. From the App Explorer, expand Onboarding > User Interface > Section.
  2. Save a copy of the EmployeeInformation section, and set the context of the record to the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.
    Save a copy of Employee Information section to the Work class

2 Withdraw the EmployeeInformation section record in the Onboarding, Employee Evaluation, and Benefits Enrollment case types

  1. Save another copy of the EmployeeInformation section record in the Onboarding case, and set the context of the record to the TGB-HRApps-Work-Onboarding class and the HRApps:01-01-02 ruleset.
    Tip: Because HRApps:01-01-01 is a locked ruleset, you need to save a copy of the EmployeeInformation section in the Onboarding case type and the HRApps:01-01-02 ruleset so you can change the availability to Withdrawn.
  2. In the rule header, click Available to edit the availability of the EmployeeInformation record.
    Click Available in the rule header
  3. Set the availability of the record to Withdrawn. Withdrawing the new version prevents Pega Platform™ from using the version of the rule in the locked ruleset, so Pega Platform uses the version in the TGB-HRApps-Work class instead.
  4. Click OK to update the availability of the section.
  5. Save and check in the section rule. The EmployeeInformation section record in TGB-HRApps-Work-Onboarding is now withdrawn.
    Employee Information section in the Onboarding case type Withdrawn
  6. In the Employee Evaluation case type, open the EmployeeInformation section.
  7. Repeat steps 1-5 to save a copy of the EmployeeInformation section to the TGB-HRApps-Work-EmployeeEvaluation class in the HRApps:01-01-02 ruleset and set the availability to Withdrawn.
    Employee Information section in the Employee Evaluation case type Withdrawn
  8. In the Benefits Enrollment case type, open the EmployeeInformation section.
  9. Repeat steps 1-5 to save a copy of the EmployeeInformation section to the TGB-HRApps-Work-BenefitsEnrollment class in the HRApps:01-01-02 ruleset and set the availability to Withdrawn.
    Employee Information section in the Benefits Enrollment case type Withdrawn

3 Confirm your work

  1. Create a new Onboarding case.
  2. Advance the Onboarding case to the Identify Home Office view.
  3. Use Live UI to select the dynamic layout embedded in the EmployeeInformation section.
    Live UI to select a dynamic layout in the Identify Home Office view
  4. In the Live UI pane on the right, from the hierarchy, select the top-level EmployeeInformation section.
  5. Click the Open icon to open the record.
    Top-level EmployeeInformation section in the Live UI pane
  6. Confirm that  the context of the EmployeeInformation section record is in the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.
    Employee information section in the Work class
  7. Create a new Benefits Enrollment case, and then advance the case to the Review Selections view.
    Tip: You can also advance the Onboarding case to the Benefits Enrollment stage, where the Benefits Enrollment child case is created.
  8. Repeat steps 3-6 to confirm the context of the EmployeeInformation section record is in the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.
    Employee information section in the Work class
  9. Create a new Employee Evaluation case, and then advance the case to the Identify assessment period view.
  10. Repeat steps 3-6 to confirm the context of the EmployeeInformation section record is in the TGB-HRApps-Work class and the HRApps:01-01-02 ruleset.
    Employee information section in the Work class


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