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Routing Work to Users

This module is for developers who want to add routing instructions to case tasks.

In this module, students learn about the routing capabilities available in Pega applications and how to route tasks throughout the case life cycle.

Prerequisites

What you'll learn

By the end of this course, you will be able to successfully:

  • Articulate the business value of routing
  • Provide a business use case for routing
  • Distinguish a worklist from a work queue
  • List some of the available out-of-the-box routing options
  • Route to the current user
  • Route to a specific user
  • Route to different work queues using business logic
  • Configure custom routing
  • Articulate the business purpose of the Approve/Reject shape
  • Distinguish between the types of approvals supported by the Approve/Reject shape
  • Identify an appropriate configuration to satisfy business requirements
  • Configure single level approvals
  • Configure a cascading approval through the reporting structure

Course Outline

  1. Routing Work to Users

    • Routing work
    • How to route work
    • How to configure custom routing
    • Case approval configuration
    • How to configure a single level approval
    • How to configure cascading approvals
    • Assessment: Routing work to users

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    35 minutes

  • Platform Version

    8.1

Have you completed this course?

Recommended next step:

System Architect Essentials
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