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Configuring Case locking

1 Task

10 mins

Visibile a: All users Applies to: Pega Platform '25
Intermediate
Case Management
Inglese

Scenario

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.

Per completare questa operazione, è necessario avviare la propria istanza PegaChallenge.

L'inizializzazione può richiedere fino a 5 minuti, ti preghiamo di pazientare.

Detailed Tasks

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.

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


Disponibile nelle seguenti missioni:

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