# \#workflow-automation **URL:** https://forums.pega.com/tag/workflow-automation/90.md [Latest](https://forums.pega.com/latest.md) · [Categories](https://forums.pega.com/categories.md) · [Tags](https://forums.pega.com/tags.md) --- ## [How to use Pega GenAI Connect for intelligent document processing (updated: new "DocAI Connect" in 26.1.1)](https://forums.pega.com/t/how-to-use-pega-genai-connect-for-intelligent-document-processing-updated-new-docai-connect-in-26-1-1/11697)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 1\ **Last updated:** [October 6, 2026, 11:57am UTC](https://forums.pega.com/t/how-to-use-pega-genai-connect-for-intelligent-document-processing-updated-new-docai-connect-in-26-1-1/11697 "2026-10-06T11:57:48Z")
This knowledge sharing article demonstrates how to use Pega GenAI Connect rule to analyze and summarize a list of healthcare claims submitted in a PDF document. This is another example of showing an intelligent document… --- ## [Guide on finding the GenAI Sweet-Spot in your Case Design](https://forums.pega.com/t/guide-on-finding-the-genai-sweet-spot-in-your-case-design/10370)
**Author:** [@Tim\_Straatsma](https://forums.pega.com/u/Tim_Straatsma)\ **Replies:** 2\ **Last updated:** [July 19, 2026, 7:28pm UTC](https://forums.pega.com/t/guide-on-finding-the-genai-sweet-spot-in-your-case-design/10370 "2026-07-19T19:28:27Z")
A Practical Guide to Pega’s Automation Spectrum: Rules, Models, and GenAI Pega GenAI™ Runtime features unlock capabilities that were previously out of reach, especially where users work with unstructured data or perform… --- ## [Agentic AI demo on handling Order Fallout in Communications](https://forums.pega.com/t/agentic-ai-demo-on-handling-order-fallout-in-communications/11303)
**Author:** [@len01](https://forums.pega.com/u/len01)\ **Replies:** 2\ **Last updated:** [July 19, 2026, 7:21pm UTC](https://forums.pega.com/t/agentic-ai-demo-on-handling-order-fallout-in-communications/11303 "2026-07-19T19:21:56Z")
Here’s a video demo I made that discusses how Agentic AI can be used to automate the resolution of order fallout in the Communications industry. Fallout is quite manual today, but Pega can help you automate the work and … --- ## [The Journey into Automated Testing in Pega Constellation](https://forums.pega.com/t/the-journey-into-automated-testing-in-pega-constellation/9298)
**Author:** [@krolp](https://forums.pega.com/u/krolp)\ **Replies:** 1\ **Last updated:** [April 3, 2026, 9:07am UTC](https://forums.pega.com/t/the-journey-into-automated-testing-in-pega-constellation/9298 "2026-04-03T09:07:35Z")
“Quality is never an accident. It is always the result of intelligent effort.” - John Ruskin Introduction: The Journey into Automated Testing in Pega Constellation Automated testing is key to delivering high-quality ap… --- ## [Designing predictable AI: how I move customers from “magic” to measurable](https://forums.pega.com/t/designing-predictable-ai-how-i-move-customers-from-magic-to-measurable/11047)
**Author:** [@decac](https://forums.pega.com/u/decac)\ **Replies:** 1\ **Last updated:** [March 9, 2026, 5:46pm UTC](https://forums.pega.com/t/designing-predictable-ai-how-i-move-customers-from-magic-to-measurable/11047 "2026-03-09T17:46:36Z")
As AI solution designers, we’ve all seen it: a “magic AI” demo that looks amazing… until someone asks, “Can we trust this in production?” For customers who want to test and then deploy, I’ve learned that predictability … --- ## [Enabling pyTransferAssignment Across All Harnesses](https://forums.pega.com/t/enabling-pytransferassignment-across-all-harnesses/10674)
**Author:** [@VenkateshC17599704](https://forums.pega.com/u/VenkateshC17599704)\ **Replies:** 1\ **Last updated:** [February 12, 2026, 3:58am UTC](https://forums.pega.com/t/enabling-pytransferassignment-across-all-harnesses/10674 "2026-02-12T03:58:02Z")
In my application, I have configured the OOTB pyTransferAssignment local action as a case-wide local action. It currently only displays in the UI when the newassign clipboard page is available—specifically within an assi… --- ## [How to call a DataFlow asynchronously](https://forums.pega.com/t/how-to-call-a-dataflow-asynchronously/10038)
**Author:** [@FranciscoH6181](https://forums.pega.com/u/FranciscoH6181)\ **Replies:** 2\ **Last updated:** [October 6, 2025, 12:21pm UTC](https://forums.pega.com/t/how-to-call-a-dataflow-asynchronously/10038 "2025-10-06T12:21:33Z")
PEGA 8.8.3 I need a Declare OnChange call to be triggered when the property of the case is filled, which will call an activity, which in turn will call a DataFlow. Property \> Declare OnChange \> Activity(DataFlow-Execut… --- ## [How to populate dropdown field from reference table in Pega constellation?](https://forums.pega.com/t/how-to-populate-dropdown-field-from-reference-table-in-pega-constellation/9835)
**Author:** [@Balasubramaniam](https://forums.pega.com/u/Balasubramaniam)\ **Replies:** 5\ **Last updated:** [August 18, 2025, 2:30am UTC](https://forums.pega.com/t/how-to-populate-dropdown-field-from-reference-table-in-pega-constellation/9835 "2025-08-18T02:30:18Z")
I have a dropdown property which is used in 2 different case types . It is a dropdown property with values different according to case type. I have a reference data type created to source the dropdown property based on c… --- ## [Obj Browse issue](https://forums.pega.com/t/obj-browse-issue/9554)
**Author:** [@chinl](https://forums.pega.com/u/chinl)\ **Replies:** 5\ **Last updated:** [June 16, 2025, 11:34am UTC](https://forums.pega.com/t/obj-browse-issue/9554 "2025-06-16T11:34:05Z")
Hi, I have to fetch results using obj browse using filter condition. I have kept like XYZ!=Param.Postal My Param.postal in clipboard is = “1”,“2”,“3”,“4”,“5”,“6”.Still iam getting results with 1,2,3,4,5,6 in my result… --- ## [Enrolment as affiliate](https://forums.pega.com/t/enrolment-as-affiliate/9525)
**Author:** [@GuestU17418818](https://forums.pega.com/u/GuestU17418818)\ **Replies:** 1\ **Last updated:** [May 29, 2025, 2:11pm UTC](https://forums.pega.com/t/enrolment-as-affiliate/9525 "2025-05-29T14:11:03Z")
How to become your affiliate for blueprint-based app creation for my clients. --- ## [Calculate Image resolution in DPI](https://forums.pega.com/t/calculate-image-resolution-in-dpi/9436)
**Author:** [@Prateek](https://forums.pega.com/u/Prateek)\ **Replies:** 1\ **Last updated:** [May 22, 2025, 5:49am UTC](https://forums.pega.com/t/calculate-image-resolution-in-dpi/9436 "2025-05-22T05:49:33Z")
Calculate Image resolution in DPI in Pega 8.24.50. I need to check the resolution(either horizontal or vertical) of an image in DPI. Does Pega has any built in functionality? --- ## [Need Help Interrogating Dynamic Web Element with No Unique Identifier in Pega Robotics](https://forums.pega.com/t/need-help-interrogating-dynamic-web-element-with-no-unique-identifier-in-pega-robotics/9471)
**Author:** [@narendranathanv](https://forums.pega.com/u/narendranathanv)\ **Replies:** 1\ **Last updated:** [May 19, 2025, 1:56pm UTC](https://forums.pega.com/t/need-help-interrogating-dynamic-web-element-with-no-unique-identifier-in-pega-robotics/9471 "2025-05-19T13:56:56Z")
Hi everyone, I’m working on a dynamic web application where the controls change every time I click the Submit button. Unfortunately, the elements I’m trying to interrogate do not have any unique attributes (like IDs or … --- ## [Process Mining connector support](https://forums.pega.com/t/process-mining-connector-support/9287)
**Author:** [@Jon\_Gupta](https://forums.pega.com/u/Jon_Gupta)\ **Replies:** 4\ **Last updated:** [May 1, 2025, 12:57pm UTC](https://forums.pega.com/t/process-mining-connector-support/9287 "2025-05-01T12:57:06Z")
Will PM support a connector for MDX? Will PM support a connector for REST APIs including OAUTH2 support? How do PM file connectors manage decryption using asymmetric keys where Pegas PM admin operators do not hav… --- ## [Process Mining Data Source Configuration](https://forums.pega.com/t/process-mining-data-source-configuration/9282)
**Author:** [@Jon\_Gupta](https://forums.pega.com/u/Jon_Gupta)\ **Replies:** 2\ **Last updated:** [May 1, 2025, 1:21am UTC](https://forums.pega.com/t/process-mining-data-source-configuration/9282 "2025-05-01T01:21:38Z")
Hi we need detailed I repeat detailed documentation on the following topics for Process Mining: Configuration of Web Services i.e. REST APIs to access an on-prem datasource from Process Mining a) How to b) Security p… --- ## [Images from the Rich text editor is converted to PDF](https://forums.pega.com/t/images-from-the-rich-text-editor-is-converted-to-pdf/9385)
**Author:** [@BalasubramaniM8354](https://forums.pega.com/u/BalasubramaniM8354)\ **Replies:** 1\ **Last updated:** [April 23, 2025, 3:04pm UTC](https://forums.pega.com/t/images-from-the-rich-text-editor-is-converted-to-pdf/9385 "2025-04-23T15:04:20Z")
In the Rich text editor, user is allowed to add text and image( upload and copy/past). I am passing the HTML generated from text editor into the HTLM rule using property reference. If i preview the HTML rule, i could se… --- ## [Smart Investigate Course](https://forums.pega.com/t/smart-investigate-course/9313)
**Author:** [@AnanthaKumarK1](https://forums.pega.com/u/AnanthaKumarK1)\ **Replies:** 0\ **Last updated:** [April 8, 2025, 6:17am UTC](https://forums.pega.com/t/smart-investigate-course/9313 "2025-04-08T06:17:02Z")
Hi, I want to try the latest Smart Investigate course in Pega Academy. But I am not able to access the modules.Is there anyway to access the course of the older application versions? Pega Smart Investigate Agentic Auto… --- ## [From where to start the training to get Pega certifications](https://forums.pega.com/t/from-where-to-start-the-training-to-get-pega-certifications/7852)
**Author:** [@DhananjayaD17214121](https://forums.pega.com/u/DhananjayaD17214121)\ **Replies:** 7\ **Last updated:** [April 2, 2025, 9:15am UTC](https://forums.pega.com/t/from-where-to-start-the-training-to-get-pega-certifications/7852 "2025-04-02T09:15:06Z")
Hi Team, I need to know from where to start the training to get Pega certifications, since am beginner here please guide me. --- ## [Can Pega Knowledge Buddy be implemented for an On-prem application without any data going out of the bank system](https://forums.pega.com/t/can-pega-knowledge-buddy-be-implemented-for-an-on-prem-application-without-any-data-going-out-of-the-bank-system/9246)
**Author:** [@Rahul\_Ranjan](https://forums.pega.com/u/Rahul_Ranjan)\ **Replies:** 1\ **Last updated:** [March 27, 2025, 4:21pm UTC](https://forums.pega.com/t/can-pega-knowledge-buddy-be-implemented-for-an-on-prem-application-without-any-data-going-out-of-the-bank-system/9246 "2025-03-27T16:21:10Z")
Can Pega Knowledge Buddy be implemented for an On-prem application without any data going out of the bank system? If Yes then what are steps? --- ## [Worflow](https://forums.pega.com/t/worflow/9216)
**Author:** [@GuestU17419061](https://forums.pega.com/u/GuestU17419061)\ **Replies:** 1\ **Last updated:** [March 21, 2025, 10:32am UTC](https://forums.pega.com/t/worflow/9216 "2025-03-21T10:32:34Z")
Hello - I am interested in developing a proof of concept application for the Columbia University and would like to talk to sales/presales support team. Please send me the contact information at - @ nks2001@columbia.edu … --- ## [Unauthorized error while trying to reply in email interaction](https://forums.pega.com/t/unauthorized-error-while-trying-to-reply-in-email-interaction/8923)
**Author:** [@umamaheswar.bk](https://forums.pega.com/u/umamaheswar.bk)\ **Replies:** 3\ **Last updated:** [February 11, 2025, 7:41am UTC](https://forums.pega.com/t/unauthorized-error-while-trying-to-reply-in-email-interaction/8923 "2025-02-11T07:41:35Z")
Team, We have created an Email Bot and cases are getting created for Email interaction. when we try to reply/forward to customer asking to provide more information we are getting 401 Unauthorized error, Are there any wh… --- ## [New in Pega GenAI Blueprint: Generate Case Life Cycles from BPMN](https://forums.pega.com/t/new-in-pega-genai-blueprint-generate-case-life-cycles-from-bpmn/7881)
**Author:** [@AnthonyLeonardi](https://forums.pega.com/u/AnthonyLeonardi)\ **Replies:** 3\ **Last updated:** [December 24, 2024, 6:17pm UTC](https://forums.pega.com/t/new-in-pega-genai-blueprint-generate-case-life-cycles-from-bpmn/7881 "2024-12-24T18:17:32Z")
Now live: BPMN import for Generating Case Life Cycles in Pega GenAI Blueprint All enterprise IT organizations are held back by legacy technology and manual processes. When data, rules, and workflows are trapped in legac… --- ## [Data exchange between cases across applications](https://forums.pega.com/t/data-exchange-between-cases-across-applications/8744)
**Author:** [@potlv](https://forums.pega.com/u/potlv)\ **Replies:** 0\ **Last updated:** [December 16, 2024, 11:34am UTC](https://forums.pega.com/t/data-exchange-between-cases-across-applications/8744 "2024-12-16T11:34:33Z")
Introduction Customer journey often cuts across multiple applications. It is most often needed to have the ability to exchange relevant data and even have dependencies among the applications involved. In this article, … --- ## [Save not happening after Flow completion](https://forums.pega.com/t/save-not-happening-after-flow-completion/5959)
**Author:** [@KesarivarmanK](https://forums.pega.com/u/KesarivarmanK)\ **Replies:** 2\ **Last updated:** [November 29, 2024, 4:30pm UTC](https://forums.pega.com/t/save-not-happening-after-flow-completion/5959 "2024-11-29T16:30:07Z")
Hi , Save not happening after Flow completion , it occurred 2 couple of times in production causing data loss. Not able to reproduce consistently. --- ## [Local actions UI from a screen flow](https://forums.pega.com/t/local-actions-ui-from-a-screen-flow/8628)
**Author:** [@SruthiMS](https://forums.pega.com/u/SruthiMS)\ **Replies:** 1\ **Last updated:** [November 25, 2024, 1:51pm UTC](https://forums.pega.com/t/local-actions-ui-from-a-screen-flow/8628 "2024-11-25T13:51:20Z")
Local Actions launched from a screen flow inherits the harness of the screen flow(TabbedScreenFlow7). We have a case wide local action which will open the Local actions by replacing the current assignment. In such scena… --- ## [Property-Set-Stream corrupts HTML by appending \ element](https://forums.pega.com/t/property-set-stream-corrupts-html-by-appending-div-element/8387)
**Author:** [@StefanJ](https://forums.pega.com/u/StefanJ)\ **Replies:** 2\ **Last updated:** [November 4, 2024, 3:20pm UTC](https://forums.pega.com/t/property-set-stream-corrupts-html-by-appending-div-element/8387 "2024-11-04T15:20:03Z")
Use case In order to create a custom PDF in one of our apps, we use an activity that in turn will call the activity HTMLToPDF etc. In a previous step, we use the method Property-Set-Stream to store the content of an HTML… --- ## [How to create a case using Pega API (POST /cases)](https://forums.pega.com/t/how-to-create-a-case-using-pega-api-post-cases/6248)
**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\ **Replies:** 2\ **Last updated:** [August 7, 2024, 7:45pm UTC](https://forums.pega.com/t/how-to-create-a-case-using-pega-api-post-cases/6248 "2024-08-07T19:45:11Z")
This article demonstrates the step-by-step configurations of how an external system can call out-of-the-box Pega API (POST /cases) to create and process a new case in Pega application. Client use case After deploying a… --- ## [Pega Process Mining 'How do I...?' Blog Series](https://forums.pega.com/t/pega-process-mining-how-do-i-blog-series/7884)
**Author:** [@MartinCook](https://forums.pega.com/u/MartinCook)\ **Replies:** 0\ **Last updated:** [July 25, 2024, 11:14am UTC](https://forums.pega.com/t/pega-process-mining-how-do-i-blog-series/7884 "2024-07-25T11:14:08Z")
Welcome to our hub post for the Pega Process Mining How do I…? blog series. Here you will find links to all of our blog posts and a sneak peek of our planned blog topics. If you have any requests for a topic, please le… --- ## [CLSA + BA Community: Delivering with Pega GenAI Blueprint (Session 1)](https://forums.pega.com/t/clsa-ba-community-delivering-with-pega-genai-blueprint-session-1/7866)
**Author:** [@BraamSmithCLSA](https://forums.pega.com/u/BraamSmithCLSA)\ **Replies:** 0\ **Last updated:** [July 23, 2024, 7:29am UTC](https://forums.pega.com/t/clsa-ba-community-delivering-with-pega-genai-blueprint-session-1/7866 "2024-07-23T07:29:35Z")
Catch up on an exciting kickoff to our Delivering with Blueprint series with our first-ever webinar event for both the Business Architect and Lead System Architect communities! If you haven’t yet experienced the transfo… --- ## [Unable to authorize flow execution :RULE-OBJ-FLOW Error on Submit of Flow1 for User1 . As he doesn't have access to Flow2 .](https://forums.pega.com/t/unable-to-authorize-flow-execution-rule-obj-flow-error-on-submit-of-flow1-for-user1-as-he-doesnt-have-access-to-flow2/7796)
**Author:** [@amulyaP17019825](https://forums.pega.com/u/amulyaP17019825)\ **Replies:** 1\ **Last updated:** [July 22, 2024, 11:33am UTC](https://forums.pega.com/t/unable-to-authorize-flow-execution-rule-obj-flow-error-on-submit-of-flow1-for-user1-as-he-doesnt-have-access-to-flow2/7796 "2024-07-22T11:33:10Z")
User1 has privilege to access Flow1 and not Flow2. When user submits the Flow1 he is shown with below error message as he doesn’t have access to Flow2. How does the routing work in this scenario. We do have 2suggestions… --- ## [Clipboard page not getting passed to casetype from data instance .](https://forums.pega.com/t/clipboard-page-not-getting-passed-to-casetype-from-data-instance/7538)
**Author:** [@ShashikiranK17312002](https://forums.pega.com/u/ShashikiranK17312002)\ **Replies:** 8\ **Last updated:** [June 25, 2024, 6:48am UTC](https://forums.pega.com/t/clipboard-page-not-getting-passed-to-casetype-from-data-instance/7538 "2024-06-25T06:48:46Z")
Hi Team, We have opened data instance in UI and all the data is present in pyDisplayHarness page in clipboard. We didn’t click on save button so data is not stored in database table. Now user clicks on create button and… [Next page](https://forums.pega.com/tag/workflow-automation/90.md?match_all_tags=true&page=1&tags%5B%5D=workflow-automation)