Overriding Case Urgency
1 Task
10 mins
Intermediate
Case Management
English
Scenario
You are a Solution Builder working on the HRApps Onboarding Case Type at TGB. Onboarding Cases start with a default urgency of 10. To support expedited processing for contractors on short-term or tight-deadline projects, you need to enable case workers to manually adjust Case urgency at any point during the Workflow.
You will mark the urgency adjustment property as a relevant record and configure an optional Case-wide Action that case workers can invoke to update the urgency.
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:
- Mark a property rule as a relevant record.
- Configure an optional Case-wide Action in a Case Type.
- Add a Collect information Step to the Optional Actions Workflow.
Detailed Tasks
1 Overriding Case Urgency
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: Mark the urgency property as a relevant record
- The
pyUrgencyWorkAdjustproperty rule is marked as a relevant record.
Task 2: Create an optional Action for urgency updates
- A Case-wide optional Action named Update Case Urgency is configured in the Onboarding Case Type.
- The Action is a Collect information Step configured under Case wide Actions in the Optional Actions section.
- The User Action view for the Step includes the Urgency adjustment field.
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
pyUrgencyWorkAdjustproperty rule and mark it as a relevant record from the menu. - Open the Onboarding Case Type, navigate to the Workflow tab, and add a Collect information Step under Case wide Actions in Optional Actions, named Update Case Urgency, as detailed in the Acceptance criteria.
- Save your changes.
If you are having problems with your training, please review the Pega Academy Support FAQs.
Want to help us improve this content?