Configuring Flow Actions and Assignment Routing
1 Task
15 mins
Pega Platform '26
Intermediate
Case Management
Inglese
Scenario
You are a Solution Builder working on TGB's HR applications. The Candidate Case Type currently adds a candidate as a stakeholder at the start of the Screening Stage, which prevents candidates from being emailed during the earlier Submission Stage. To correct this, you will reconfigure when the candidate stakeholder is created by attaching post-processing logic to the Collect Personal Details Flow Action. Once this is in place, the dedicated Create Candidate Party process in the Screening Stage becomes redundant and can be removed.
In parallel, the HR department has introduced a new organizational structure requiring a new Work Queue and Work Group for the payroll team. The existing Payroll Setup Case Type routes assignments to an outdated Work Queue. You will create the updated routing artifacts and configure the Case Type to use them.
Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | SSA@TGB | pega123! |
After completing this challenge, you should be able to:
- Configure post-processing on a Flow Action to trigger an activity on form submission.
- Remove a redundant process from a Case Life Cycle.
- Create a Work Group and Work Queue.
- Update assignment routing on a Case Type Step.
Detailed Tasks
1 Configuring Flow Actions and Assignment Routing
Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
Task 1: Configure post-processing on the Collect Personal Details Flow Action
- The Collect Personal Details Flow Action in Candidate Case Type is configured with post-processing in the Action tab.
- The post-processing activity is set to
addWorkObjectPartywith the following parameters:Parameter Value PartyRoleCandidate PartyClassTGB-FW-HR-Data-CandidatePartyModelNewParty
Task 2: Remove the Create Candidate Party process
- The Create Candidate Party process is removed from the Screening Stage of the Candidate Case Life Cycle.
Task 3: Create the Work Group and Work Queue
- A Work Group is created with the following values:
Field Value Short description TGB Payroll Work Group name Payroll@TGB Manager Manager@TGB Default Work Queue default@TGB - A Work Queue is created with the following values:
Field Value Short description TGB Payroll Work Queue Work Queue TGBPayrollWB Type Standard Name TGB Division Finance Unit Accounting Work Group Payroll@TGB
Task 4: Update assignment routing in the Payroll Setup Case Type
- The Review selections Step in the Payroll Setup Case Type is configured with the following routing:
Field Value Route to Work Queue Work Queue name TGBPayrollWB Set Case Status Pending-Fulfillment
Directions
- In the Pega Platform instance for the challenge, enter the following credentials:
- In the User name field, enter SSA@TGB.
- In the Password field, enter pega123!.
- Open the Candidate Case Type, navigate to the Collect Candidate Details process, and open the Collect Personal Details Flow Action.
- In the Action tab, configure post-processing as detailed in the Acceptance criteria.
- Open the Candidate Case Life Cycle, navigate to the Screening Stage, and delete the Create Candidate Party process.
- Create a new Work Group and Work Queue using the values defined in the Acceptance criteria.
- Open the Payroll Setup Case Type, navigate to the Review selections Step, and configure routing as detailed in the Acceptance criteria.
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