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Configuring Case locking

1 Tâche

10 mins

Visible par : All users Applies to: Pega Platform '25
Intermédiaire
Case Management
Anglais

Scénario

At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a candidate in parallel Processes. The Human Resources (HR) department determined that multiple interviewers and all HR personnel need to access and potentially update the candidate Case at any time. Human Resources (HR) requests that the application prompts the user to reload or close the Case without saving if changes have already been committed by another user. 

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

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

Vous devez initier votre votre propre instance Pega pour compléter ce Défi.

L'initialisation peut prendre jusqu'à 5 minutes, donc soyez patient.

Détail des tâches

1 Modify the Case Type to allow multiple stakeholders

  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 App Studio select the Candidate Case Type.
  3. In the Settings tab, click Locking to manage concurrent access.
  4. Click Allow multiple users to allow the first user to submit the Case and notify all other users working on the Case to review the changes before submitting new updates.
    Case type locking settings
  5. Save your changes.

Ce défi vise à appliquer ce que vous avez appris dans le Module suivant :


Disponible dans la mission suivante :

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