Working with user forms

Standard user forms offer important capabilities and power to application users. You can customize the standard forms to meet design or usage requirements for your application.

This topic presents general information about using user for applications created with the Application Express in Pega 7 Platform. When building on PegaRULES or PegaDM, Application Express copies the standard harnesses Work-.New, Work-.Perform, Work-.Confirm, and Work-.Review into your application work types and rulesets. For new development, it is a best practice to use these Pega 7 Platform forms, which allow for easy customization and upgrading as new functionality becomes available.

Parts of user forms

User forms enables users to update or complete an assignment, or start a new local flow action, connector action, create a new child case, or start a supporting process. Users can also view the assignments and child cases related to the case. Information includes who the case or assignment is assigned to, the deadline, and the work status. The information that displays may differ based on the portal rules, harnesses, and other features of your applications, and where the form displays in the process.

Form header

The header on a user form contains three controls:

• Save — Commits the operator's updates to the clipboard. The form remains open; the operator keeps the lock on the case.
• Other actions menu — Enables the user to start local or connector flow actions defined in the flow. The menu also provides an Add Work submenu, so that user can add child cases to the current case , or start processes that support this case. Also enables the operator to refresh the form. On non-Perform harnesses, the label is named Actions.
• Close — Closes the form and releases the lock on the case. If you have updated the form without saving, a warning displays asking whether you want to discard or save your edits.
• Configure for Reuse — Displays only on ad hoc user forms and if operator has the pyCaseInstitutionalize privilege. Enables the operator to convert an ad hoc case to a case type in the current application. See Working with ad hoc cases.

Form layout

The harness contains two columns. The left column has three tabs: Overview, Information, and Audit. The right column is persistent, and consists of four areas: a box of six quick reference links, an Attachments area, the Pega Pulse area, and the Work Parties area.

The positions of the areas may vary depending upon how wide you set the portal in your browser.

• Overview — Provides case information in two areas: Case Contents and Case Details ( both located in section pyCaseContent). A read-only view of the case type's stages displays above the areas.
  
  • Case Contents — Enables operators to view the assignments and chil cases related to the case. Information includes who the case or assignment is assigned to, the deadline, and the work status. The operator can click a child case or an assignment to open their forms. The Where-am-I icon displays next to assignments. The operator can the icon to open the Where-Am-I display. See Using the Where-Am-I? display.
    
    Right-click menu options include:
    
    Case — Open, Complete, Withdraw, or add Ad Hoc work to the case (same commands available on the My Cases tab on the Case Manager portal).
    
    Assignment — Start local or connector flow actions associated with the assignment.
    
    
  • Case Details — Contains work status-related date and time information and Description text entered in the New form. The Additional Information tab displays the originating user.
    
• Information — displays details about the operator the case has been assigned to. The default values use the standard section pyCaseInformation. You can customize the fields to suit your requirements.
• Audit — the history of actions taken regarding the case. This information is sorted by the time an action was taken and what operator took the action. See About audit trails, attachments, and case narratives.
• Quick reference links — the top of the right side column. Allows a user to Follow a case, determine Where Am I in a case workflow, Print a case, Review a case, see a case's Tags, and review Related cases.
• Attachments — second from the top of the right side column. Used for viewing or adding File or URL attachments.
• Pega Pulse — second from the bottom of the right side column. Used for social interactions with other operators, specifically for sharing messages, files, or links.
• Work Parties — the bottom of the right side column. Shows operators associated with the case.

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Portals in applications

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