Question

Where should I call the Activity which I want to execute when the Case is opened

Hello everyone,

If I want to execute some Activity at the time the case is opened, where should I call the Activity ?

Talking about the background, the expected situation is :
(1) An approval is Assigned to an Approver
(2) After that, the Approver has left for a week without performing the approval
(3) During the Approver absense, A change is made to the Decision Table that determines the Final Approver.

In the current specification, the Approval Route is replaced (rebuilt) immediately after the approval is perfomed or when the conditions of the case on the screen (for example, the amount etc.) are changed. But rebuild is not executed when the case is opened.

Therefore, when the Approver opens the case, the Approval Route has not changed since the approval was assigned to the Approver, and the changed value of the Decision Table is not reflected.

So, I want to execute the rebuild process at the timing when the case is opened.

There are 3 "Assignment" on the Flow for approval: Worklist, Workbasket, and Email. Approvers may go to Perform Harness via Review Harness or they may open Perform Harness directly.
I would like to target all of these routes.

Can anyone help me to tell how to implement this requirement ?

Thanks in advance.

***Moderator Edit-Vidyaranjan: Updated Platform Capability***

Correct Answer
April 25, 2019 - 3:33am

Hello,

You should have place holder to do this. What version of Pega  are you running? Can you open a case and trace it to find the best place holder?

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April 25, 2019 - 3:33am

Hello,

You should have place holder to do this. What version of Pega  are you running? Can you open a case and trace it to find the best place holder?

April 25, 2019 - 5:53am

Hello MarcLasserre_GCS,

Thank you for your quick reply.

I can trace the opening sequence of a case by using the Tracer, but I do not know how to know which Activity is a place holder.

Also, my client's system is running on Pega 7.3.1.

-----
I understood that "place holder" are special Activities created to be overridden, such as in the following article:
https://community1.pega.com/community/pega-product-support/question/place-holder-activities

According to the following article, the place holder which I looking for is probably "Work- .OpenDefaults". Do you think is it correct ?
https://community.pega.com/sites/default/files/help_v73/zstandardrules/rule-obj-activityextensionpoints.htm

Best Regards,

May 22, 2019 - 2:24am
Response to YujiW777

Hello MarcLasserre_GCS,

Based on your advice, I override 2 place holders and got the desired result.
The place holders are "Work-.OpenDefaults" and "Work-.PerformDefaults".

I will close this issue as resolved.
Thank you very much.

Yuji

Mod
May 22, 2019 - 5:32am
Response to YujiW777

Thank you! I have marked Marc's reply as the Correct Answer.

Lochana | Community Moderator | Pegasystems Inc.

Pega
April 25, 2019 - 7:37am

You should be able to tap into preprocessing logic as part for flow action

May 7, 2019 - 2:16am
Response to dhang

Hello dhang,

Thank you for your quick response, and sorry for my late reply (Because I was on vacation)

> You should be able to tap into preprocessing logic as part for flow action

Where are you supposed to set this Flow Action ? :

 (1) Case Type >> pyDefault >> Processes tab >> Case wide actions >> Flow Action
 (2) Case Type >> pyDefault >> Stages tab >> Optional actions >> Local actions
 (3) Flow >> Diagram tab >> Assignment >> Assignment properties >> Advanced >> Local actions >> Local Action
 (4) Flow >> Diagram tab >> Connector >> Connector properties >> Connector >> Flow action
 (5) Other

In my understanding, (3) may match my purpose depending on the execution timing.
Also, regarding to (5), please let me know if there are any appropriate setting places that I do not know.

Thanks in advance,