PEGA Work Object status Creation
To change the Pega work object status creation (also known as a case) in PRPC, you typically need to use either the user interface provided by the PEGA platform or implement logic in the form of data transformations or activities.
Changing PEGA Work Object Status Creation via the User Interface.
1. Log in to PEGA:
Use your credentials to log in to the PEGA environment.
2. Navigate to the Case Manager Portal:
This is usually the portal where you manage cases.
3. Find the case:
Use the search functionality or navigate through your work list or dashboard to locate the specific work object (case) you want to change the status for.
4. Open the case:
Click on the case ID to open a detailed view of the case.
5. Change the status:
Furthermore, depending on your configuration and permissions, you might have a dropdown or button to change the status. This can usually be found in the case details or actions section. Therefore, you should review these sections to locate the information you need. Therefore, check these areas to locate the relevant information. Select the new status from the available options. Subsequently, apply the changes to update the case accordingly.
6.Save/Submit Changes:
After selecting the new status, ensure you save or submit the changes to apply the new status.
Changing Work Object Status in Pega Programmatically
Using Data Transforms
1. Open/Create Data Transform:
- Navigate to Records > Technical > Data Transform.
- Create a new data transform or open an existing one where you want to set the status.
2. Set the Status Property:
Add a step in the Data Transform to set the status.
Example
Set.pyStatusWork = “Resolved-Completed”
3. Save and Apply the Data Transform:
Save the data transform and ensure it is invoked at the appropriate point in your case lifecycle.
Using Activities
1.Open/Create Activity:
- Navigate to Records > Technical > Activity.
- Create a new activity or open an existing one where you want to set the status.
2. Set the Status Property:
Add a step using the Property-Set method to set the status.
Example:
Property-Set
Step Page: Primary
.pyStatusWork = “Resolved-Completed”
3. Save and apply the activity:
Save the activity and call it from the relevant step in your case workflow.
Example: Setting Status in a Flow Action
1. Open the Flow Action:
Navigate to the flow action that handles the transition for which you want to change the status.
2. Add a data transform or activity:
In the flow action, configure it to call the data transform or activity that sets the status.
3. Implement the status change:
1. If using a data transform:
Apply Data Transform: <Your Data Transform Name>
2. If using an activity:
Call Activity: <Your Activity Name>
Best Practices
1.Validation Rules:
Additionally, Ensure that status changes are validated to prevent invalid transitions.
2.Role-Based Access Control:
Restrict the ability to change statuses based on user roles and permissions. As a result, you can ensure that only authorized users are permitted to make specific changes. By doing so, you ensure that only authorized users can make certain changes.
3.Consistent Status Values:
Moreover, Use consistent and meaningful status values across the application for clarity.
4.Document the workflow:
However, document the statuses and their transitions within your case lifecycle. As a result, this will maintain clarity and ease of understanding for all team members.
5.Testing:
Furthermore, Thoroughly test status changes in a development or staging environment before deploying to production to ensure they work as intended.
OOTB Properties and their prefixes.
pxCreateDateTime: It holds the data and time value when the case is created.
pxCreatedDateTime: It holds the operator ID of the Work object creator.
pxUpdateOperator: It holds the operator ID of the last update operator.
pyID: It holds a work object.
However, the pzInsKey in PEGA holds the primary key of an instance, which can be a case, work object, or any other instance within the PEGA platform. This key is unique for each instance and is used to identify and retrieve specific instances from the PEGA database.
Understanding px, py, and ps prefixes:
Prefix Meaning
Px identifies properties that are special, meaning that the values cannot be input by the user on an HTML form.
py Properties with names that start with py are not special, meaning that values can be input by users on an HTML form.
pz Properties with names that start with pz support internal system processing. Users cannot directly manipulate pz properties.
Your application may examine these values, but do not set them. However, the meaning of values may change with new product releases. Consequently, it is important to stay updated on these changes to ensure accurate understanding and application.
Understanding pzinsKey:
pzinsKey is the primary key column of all tables in the PRPC rule base.
Any time we create a new instance, PRPC generates a pzInsKey value.
PASH
CustomerDetailsSec — version 1
CustomerDetailsSec — version 2
PASH-Pashon
CustomerDetailsSec
Rule-HTML-Section PASHCustomerDetailsSecTimeStamp
Rule-HTML-Section PASH-PASHONCUSTOMERDETAILSSECTIMESTAMP
If we want to know the pzInskey of any rule, as developers,.
Open Rule -> Go to Actions -> View XML -> Find Pzinskey.
Conclusion
By following these steps, you can effectively manage and modify the Pega work object status creation in PRPC. Consequently, this ensures smooth case handling and workflow transitions. Whenever, Start by accessing the Work Object configuration settings and review the current status settings. Furthermore, make necessary adjustments to align with your workflow requirements. Ensure that the new status aligns with your process logic and, consequently, transitions smoothly between different stages of the case lifecycle. Additionally, verify that the status changes integrate well with existing workflows and enhance overall case management efficiency.
Additionally, Test the changes thoroughly to verify that they work as expected and do not disrupt existing workflows.