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Optional Actions and Processes: Scenario

The document describes adding an optional process in Pega called "Cancel Sale Bad VIN" for a vehicle sales case. It involves 3 tasks: 1. Log in and enable branch development in Pega. 2. Add an optional "VIN Issue" stage and optional process called "Cancel Sale Bad VIN" that collects a cancellation reason and changes the case to the VIN Issue stage. 3. Verify the optional process by running a new case, starting the process, and confirming the case moves to the VIN Issue stage.

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0% found this document useful (0 votes)
131 views6 pages

Optional Actions and Processes: Scenario

The document describes adding an optional process in Pega called "Cancel Sale Bad VIN" for a vehicle sales case. It involves 3 tasks: 1. Log in and enable branch development in Pega. 2. Add an optional "VIN Issue" stage and optional process called "Cancel Sale Bad VIN" that collects a cancellation reason and changes the case to the VIN Issue stage. 3. Verify the optional process by running a new case, starting the process, and confirming the case moves to the VIN Issue stage.

Uploaded by

gowricivil
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Optional Actions and Processes

Scenario
The Auto Application Case Life Cycle Evaluate and Sell A Vehicle has been defined. After
investigation, the team determines there is a need to allow users to change to the VIN Issue
Alternate process when an issue with the VIN arises.
Use the following credentials to log into the exercise system:

Role Username Password

Author Author@OptionalActions rules

Your Assignment
Your assignment consists of the following tasks:
Task 1: Log in and enable branch development
Task 2: Adding a Case Wide Optional Process
• Add an optional process when there is an issue with the VIN.
• Verify the optional process with the creation of a new case.
Task 3: Verify your work

NOTE: Detailed steps to complete your assignment can be found on the pages that follow.

Detailed Steps
Task 1: Log in and enable branch development
1. Log into Pega using the username Author@OptionalActions and the password of
rules.
2. From the title bar, click the Branch development icon.

3. The following appears:


4. Move the toggle button slider to turn branch development on.
5. From the Branch dropdown menu, ensure that OptionalActLab is selected, then click
Submit.

Task 2: Adding a Case Wide Optional Process


1. Click and open Case Types > Evaluate and Sell a Vehicle.

2. Add an Alternate Stage called VIN Issue.


3. Add a Collect Information step and rename it VIN Issue. Then, click Save.

4. Click the Optional actions button located above the last stage.

5. Under Case wide actions, located at the left corner of the stages, click + ACTION, then
click Process, to add the Cancel Process.
6. Name the process Cancel Sale Bad VIN.

The “Cancel Sale Bad VIN” process is being added as a Case wide process. So users can call
this process anytime during case execution.
7. Rename the first collect information step to Cancel Reason.
8. Click +Step > More > Automation > Change to a Stage. Then click Select.

9. Click on the Step, Change to a specific stage. In the contextual properties window,
select the stage VIN Issue and save the case type.
10. Save

When the end user runs the optional process “Cancel Sale BAD VIN”, the user should enter
the reason for cancelling the sale and the case should then move to the VIN issue stage.

Task 3: Verify your work


1. Click on Life Cycle. Click Save and Run to create a new case instance.
2. Click Actions > Add Work > Cancel Sale Bad VIN.
This starts the Optional process to cancel the sale due to a bad VIN.
3. The Cancel Reason screen should display. Click No, advance the case.
Note: Since the Cancel Reason screen (section) has not yet been configured, we skip this
step and move on to the next by clicking on “No, advance the case”.

4. Verify that the instance has moved into the Alternate Stage as shown below:

5. Log off.

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