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Skipping a process based on business context

1 Task

10 mins

Visible to: All users
Beginner Pega Platform '23 Case Management Constellation English


Roadside assistance requests are covered for customers who have opted for the higher membership coverage level. Configure the Enter payment information and Invoice customer processes to start when the customer coverage level is not a Gold membership.

Note: The framework of this challenge uses the Constellation architecture of Pega Platform™. To practice this challenge on the Traditional UI architecture, see the Skipping a process based on business context version 8.8 challenge.

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.

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

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

Challenge Walkthrough

Detailed Tasks

1 Add start conditions to the Enter payment information and Invoice customer Processes

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the App Studio navigation pane, click Case Types > Assistance Request to open the Assistance Request Case Life Cycle.
  3. In the Create Stage, click the Enter payment information Process.
  4. In the contextual properties pane on the right, in the Start process (otherwise skip) list, select Custom condition to display a Gear icon to the right of the drop-down.
    process configuration pane start process (otherwise skip) custom condition
  5. Click the Gear icon to display the Configure condition dialog box.
  6. In the Configure condition dialog box, in the Field list, select Fields > Customer ID > Coverage level.
    Note: You can search for the Coverage level field using the search field or by clicking Fields > Customer ID to display the list of fields in the Customer data object.
  7. In the Comparator list, select is not equal to.
  8. In the Value field, enter Gold to test whether the customer has selected the Gold coverage level.
  9. Click Submit to complete the configuration of the condition and return to the Case Life Cycle.
  10. On the Resolution Stage, click the Invoice customer Process.
  11. Repeat steps 4-9 to add a custom condition to the Invoice customer Process that starts the Process only if the customer has not selected the Gold coverage level.
  12. Click Save to save the changes to the Assistance Request Case Life Cycle.

Confirm your work

  1. In the Assistance Request Case Type, click Save and run to run a new instance of the Assistance Request Case Type.
  2. Advance to the Enter customer information View.
  3. In the Enter customer information View, in the Customer ID field, enter [email protected], which is associated with the Gold coverage level.
    jmitchell customer ID selected in Enter customer information view
  4. Advance the case past the Identify vehicle View. The Enter payment information Process is skipped.
    Tip: You can view where you are in the Case Life Cycle by clicking a Stage heading, and then See full lifecycle to see what step you are in, what steps you completed, and what steps you skipped. In the example below, you are on the Validation stage and skipped the Enter payment information Process.
    See full case lifecycle at runtime
  5. In the Approval View, click Approve.
  6. Advance the case to complete the Service Stage. The case is resolved after the Service Stage is completed.

This Challenge is to practice what you learned in the following Module:

Available in the following missions:

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