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Challenge

Pausing and resuming case processing

Scenario

InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. During the Service stage, the customer selects a service provider and a Service child case is created to collect information from the service provider. To process the Assistance Request case and the Service case correctly, you should enforce a dependency to pause and resume case processing on the Assistance Request case when the Service case meets conditions that you define.

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

Role Operator ID Password
Application Developer author@gogoroad pega123!

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 Create a Wait automation

  1. From the App Studio navigation pane, click Case types > Assistance Request to open the Assistance Request case type.
  2. In the Create Service case process, click Step > More > Automations > Wait > Select to add a step that pauses case processing.
    add wait step
  3. Change the name of the step to Wait for service completion.
  4. In the contextual properties pane on the right, from the Wait for (Case type) drop-down list, select Service to set a dependency on the Service case.
    Note: In this exercise, the Assistance Request case type creates a single Service child case and there is no difference between the Any and All options.
  5. Click the To be resolved radio button to pause the Assistance Request case until the Service case is resolved.
    wait step configuration Service case type
    Note: The "Users can choose to continue process" checkbox is selected by default.
  6. Click Save to complete the Assistance Request workflow.

2 Confirm your work

  1. Run a new instance of the Assistance Request case type.
  2. Advance the case to the Select service provider assignment. Click Submit. You are presented with the Select services assignment. Make note of the Service case ID.
    assistance request case service case select services assignment
  3. Without completing the Service case, click Assistance Request A-# to return to the Assistance Request case. The open assignments are displayed.
  4. To the right of the Await Dependency to be fulfilled (Service) task, click Begin. The Continue Process form is displayed where you are given the choice to stop waiting and continue the process or continue waiting.
    assignments view
  5. Click No (wait) to return to the Assignments view.
    continue process view
  6. Under the Service case ID you noted earlier, to the right of the Perform service task, click Begin. The Select services view is displayed.
  7. Click Submit to complete the assignment. The Review service summary view is displayed.
  8. Under Open assignments, the Service case is displayed as resolved.
    open assignments service case resolved completed

 



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