Overriding Case Urgency

Archived

2 Tasks

10 mins

Visible to: All users

Intermediate

Pega Platform 8.5

Case Management

English

Scenario

Onboarding cases have an initial urgency of 10. However, certain contractors need an expedited onboarding process because they are hired to work on short-term projects or projects with a tight deadline, or because of unforeseen circumstances. To provide the option to prioritize certain onboarding cases, add a local action that references the UrgencyUpdate flow action to the Select Seating Location assignment.

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

Detailed Tasks

1 Create a local action to update case urgency

In Dev Studio, open the Onboarding case type.
In the Onboarding case type, open the Facilities Setup process to access the flow canvas.
In the upper right of the flow canvas, click Open process.
On the flow canvas, right-click Select Seating Location, and then select View Properties to edit the step properties.
In the Assignment properties dialog box, in the Advanced section, expand Local actions.
In the Local Action field, enter or select UrgencyUpdate
Click Submit to close the Assignment properties dialog box.
Click Save to save the process.