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Updating Assignment routing

2 Aufgaben

10 Min.

Sichtbar für: All users Applies to: Pega Platform '25
Mittel
Case Management
Englisch

Szenario

The Human Resources (HR) department wants the ability to add a new hire to the company payroll. The PegaHR application includes a Case Type to perform this work. A Business Architect has determined that the business process is sufficient for TGB's needs at this time. However, the Process uses a Work Queue that does not match the new organizational structure at TGB. The Human Resources (HR) department has asked that you create a new Work Queue and Work Group to match the organizational new structure at TGB. To do this, make the changes in a copy of the current Complete enrollment Process.

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

Role User name Password
Senior System Architect SSA@TGB pega123!
Hinweis: This challenge does not have a demo video. Please refer to the Detailed Tasks for step-by-step instructions to complete the challenge.

Sie müssen zum Abschließen dieser Challenge Ihre eigene Pega-Instanz starten.

Die Initialisierung kann bis zu 5 Minuten dauern, bitte haben Sie Geduld.

Genaue Übungsschritte

1 Create the Work Group and Work Queue

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter SSA@TGB.
    2. In the Password field, enter pega123!.
  2. In Dev Studio, create a Work Group with the following details:

    Tipp: To create a new Work Group, click Create > Organization > Work Group.
    Field Value
    Short description TGB Payroll
    Work Group name Payroll@TGB
    Manager Manager@TGB
    Default Work Queue default@TGB
      
  3. Create a payroll Work Queue with the following details:
    Tipp: To create a new Work Queue, click Create > Organization > Work Queue.
    Field Value
    Short description TGB Payroll Work Queue
    Work Queue TGBPayrollWB
    Name TGB
    Division Finance
    Unit Accounting
    Work Group Payroll@TGB
    The following figure shows the configuration of the Work Queue:
    New payroll work queue filled in with details listed in the step 3 table
  4. Save your changes.

2 Update the Assignment to route to the new Work Queue

  1. In Dev Studio, open the Payroll Setup Case Type to display the Case Life Cycle.
  2. Select the Review selections Step.
  3. Configure the contextual menu with the following details:
    Field Value
    Route to Work Queue
    Work Queue name TGBPayrollWB
    Set Case Status Pending-Fulfillment

    The following figure shows the configuration details of the Review selections Step:
    Contextual menu filled out with details from table in step 10
  4. Save your changes.

In dieser Challenge üben Sie, was Sie im folgenden Modul gelernt haben:


In der folgenden Mission verfügbar:

Wenn Probleme mit den Lerninhalten auftreten, lesen Sie bitte die Pega Academy Support FAQs.

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