Does anyone have an experience in adapting the pyBulkProcessingAssignDisplay view, e.g. we would like to add some columns from our application and relevant to the results of the cases?
However half of the activities or sections are Final+Internal so unless I remodel everything, I am not able to adapt the report (the report itself is temporary page pyBulkProcessReport)
Additionally, is there any way how to add our own custom Local Actions? They are similar to Transfer however, instead we’d like to have “PickUp”. Any tries I have attempted have ended with something else broken.
For info, we are still using UI Kit, so perhaps the answer could be convert to Constellation.
You cannot change pyBulkProcessingAssignDisplay or other Final+Internal rules, so the usual approach is to create your own bulk processing configuration that uses your own section and report. Define a custom report definition with the extra case properties you want and point your bulk action to that report instead of the temporary pyBulkProcessReport. Create a new section (copy the OOTB layout as a starting point) and configure the grid to use your report results, then reference this section from a custom harness or bulk action rule. For adding a custom Local Action like PickUp, first create a normal flow action and a simple flow or activity that does the pickup logic (set worklist, status, etc.). Then add that flow action into the list of allowed actions for your bulk process (instead of trying to change the Transfer one). Always keep the OOTB bulk rules as-is and plug your custom rules in only via the extension or configuration points Pega exposes (bulk process rule, harness, section, report). If you find you are forced to override many Final rules, it is usually a sign you should create a completely separate bulk-processing experience built on your own harness and sections. Moving to Constellation will change the bulk-processing model anyway, so if you plan to migrate soon, keep your customizations as lightweight and isolated as possible.
@Sairohith Thank you. We are planning migration to cloud from 8.7 to whichever version will be available so agreement is to wait once using Constellation on the newest version. Your solution will help us at the later time