Open Childcases on Perform Harness

User Experience
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1

Consider I have a Parent case(P-) and Child case(C-) .

In the parent case(P-) , on click of button , a child case(C-) has to be created.

we have achieved this using Run script action “pega.ui.HarnessActions.addWorkFromActionsMenu” and by passing the workclass and FlowName as Input Parameter. We are able to create the child case correctly.

Now when the First Assignment of the child case is assigned to same operator, The child case(C-) opens in Perform Harness.

But the first assignment is assigned to the Workbasket , Even though the Operator has access to the workbasket and in pyStartCase - Consider assignment from workbasket is checked . The case(C-) gets created and Confirm harness is shown.

Is there any way to create the child case and assign it to workbasket and show the child case in Perform harness.

Note : Tried action Create work with first assignment as workbasket. It opens the case in Perform mode , But the parent child relationship is gone. the child case is created as stand alone case.

2

Hi @uashok93

Yes, there is a way to create the child case and assign it to a workbasket while still being able to view the child case in Perform harness. Here are the steps you can follow:

  1. In the parent case, create a new flow action that will be used to launch the child case.

  2. In the flow action, add a Create Case step to create the child case. Set the properties of the Create Case step as follows:

  • Case Type: The type of the child case (C-)
  • Process: The process the child case should follow (e.g. the starting flow action or any other flow action in the child case)
  • Destination: Select “Other” and specify the workbasket to which the child case should be assigned
  1. In the flow action, add an Open Assignment step to open the first assignment of the child case. Set the properties of the Open Assignment step as follows:
  • Assignment Type: The type of the assignment (e.g. standard or custom)
  • Workbasket: The workbasket to which the assignment should be assigned

  1. Save the flow action.

  2. In the parent case, add a button or link that will be used to launch the flow action.

  3. Configure the button or link to launch the flow action using the Run Flow Action action.

When the user clicks the button or link, the child case will be created and assigned to the specified workbasket. The first assignment of the child case will be opened in Perform harness, and the user will be able to complete the assignment.

3

@uashok93 Can you try using Open Assignment below the first case creation action?

4

@Anoop Krishna Did you give a try on this , and did it work ?

5

@uashok93 You can let me know if you are facing with any issues.

6

@Chandra Kanth Burra Would like to confirm few things. In the parent case type flow action add create case step and after that open assignment step. You mean these are action sets to be added to flow action?

7

@uashok93 We Proceed by showing the open button in the confirm harness and configured open assignment on click of the button. On trace found the decision table is set to false which does not allow to open the assignment assigned to Workbasket and even when the user has access to workbasket.

8

@uashok93 So you are pulling the next assignment info from D_Workbasket and getting the assignment key and passing it to Open assignment?