Setting up the remote Constellation application and service request
Learn how to configure the remote service request in the Constellation application so that Pega Customer Service™ can make that service request available from the Interaction Portal of the Theme UI-Kit application.
To properly configure the connection between the remote Constellation application and the local Theme UI-Kit application, make sure the same operator is configured in both applications.
First, you need to import the UI-Kit Compatibility parallel process to the remote Constellation application. This parallel process triggers case creation in the Theme UI-Kit application when the case is initiated in the remote Constellation application. The PegaCS-UIKitCompatibility:08-08-01 ruleset of the Pega Customer Service Theme UI-Kit application includes the parallel process. Import the PegaCS-UIKitCompatibility:08-08-01 ruleset to your remote Constellation application, and then add it to the remote application stack before adding the required process to the Return product service request.
Log in to the local Theme UI-Kit application. In the header of Dev Studio, search for the PegaCSCompatibility product rule. Make sure All applications is selected as the scope for the search. Click the drop-down arrow next to the product rule, and then select the PegaCS-UIKitCompatibility:08-08-01 ruleset to open it.
Click Create product file. Enter the name of the product file, click OK, and download the zip file.
Now, import the ruleset into the remote application. In the remote Constellation application, log in to Dev Studio as an administrator.
In the header of Dev Studio, click Application > Distribution > Import and import the PegaCS-UIKitCompatibility:08-08-01 ruleset to your remote Constellation application.
In the header of Dev Studio, click Application > Definition. In the Application rulesets section, click Add ruleset and enter PegaCS-UIKitCompatibility:08-08-01. Click Save.
Now, add the UIKit Compatibility case parallel process to the Return product service request. Click Case Types > Return product. On the Workflow tab, in the Initialize stage, click the More options icon, and then select Add parallel process > Create UIKit Compatibility case. Click Save.
Next, you mark the Return product service request as a remote case type and map the properties that the system sends to and receives from the local application.
In the navigation pane of Dev Studio, click Records > Process > Case Type, and then open the pyDefault case type rule in the SelfService-Work-ProductReturn class. On the case type rule page, click the Advanced tab, and then select the Publish as a remote case type checkbox.
In the List properties to expose for UI interactions section, enter the properties that the remote system exposes for interactions in the Theme UI-Kit application. These are the properties that the remote Constellation system sends to the local Theme UI-Kit application. Click Add item. In the Property name field, enter the following properties:
Next, select the Permit new work creation checkbox. In the List properties to initialize for instantiation section, enter the properties that are required to instantiate the Constellation Return product service request. These are the properties that the local Theme UI-Kt application case type sends to the Constellation application. Click Add item. In the Property name field, enter .Contact.ContactID.
Now, configure the starting fields required for instantiation. In the header of Dev Studio, search for and open the AllowedStartingFields data transform. Click Save As and override the data transform in your work pool layer.
Configure two properties for instantiation: ContactID and AccountID. Click Add. In the Target field, enter .Contact.ContactID. In the Source field, enter "".
Select the Call superclass data transform checkbox, and then click Save.
Next, you enable the confirm screen for the Return product service request. Click Case Types > Return product. Click the Settings tab. In the Assignment Processing section, select the Display custom view when no more assignments are available for the user checkbox. Click Save.
To configure the confirm screen, click the User interface tab. In the Views section, select Confirmation. The Edit view section allows you to define the exact set of data that you want the confirmation screen to display.
Lastly, create the Web embed channel in the remote Constellation application. With this channel, you can display remote case types in the Interaction Portal or Back Office Portal of the local Theme UI-Kit application.
In the header of Dev Studio, click Application > Channels and Interfaces. In the Create new channel interface section, click Web embed. In the Name field, enter Return product. In the Action list, select Create a case. In the Case type list, select Return product.
Click Generate Web embed code.
Copy this code to a file so that you can access it later, when you configure the cySetChannelConfigurations data transform in the local application. Configuring the data transform with data from the embed code allows you to launch Return product service request type in the Theme UI-Kit application.
Close the Show Web Embed Code Snippet window, and then click Save.
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