Discussion
Pegasystems Inc.
JP
Last activity: 30 Sep 2015 18:20 EDT
How to configure multiple resolution stages conditonally? (7.1.7)
we have a business process comprising of 4 stages: apply > review > approve > audit.
the last stage "audit" is not always required, which means the case could be resolved at the "approve" stage.
what is the best practice for configuring the resolution stage conditionally?
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Pegasystems Inc.
FR
Pegasystems Inc.
JP
The last stage "audit" is the stage to be skipped.
Pegasystems
US
If the last stage "audit" is the stage to be skipped, it should be an alternate stage.
Then in your flow you can use a decision shape to test if an audit is required and then use the Smart Shape "change stage" to go to the Audit stage.
Pegasystems Inc.
JP
Since the majority of the cases are required to go through the "audit" stage, having alternate "audit" stage is conceptually incorrect and unlikely to be accepted by end user.
Updated: 29 Sep 2015 7:21 EDT
Virtusa Ltd
AU
End User will not know if any stage is alternate. It is up to you to configure as a alternate stage. Just conventionalize the the change stage activity, call it when required so that the work item is moved to Audit. In the approval stage, create a step to update status of the work item. skip the step when the stage is changed. add the update status step in the audit stage also.
Pegasystems
US
> Since the majority of the cases are required to go through the "audit" stage, having alternate "audit" stage is conceptually incorrect and unlikely to be accepted by end user.
Chunzhi Hong, If the audit is part of the normal path you are correct, i'd define it as a regular step and put a "start when" condition on it.
However Audits are usually the bottle necks in a process and consume a lot of man power. By putting rules that will score the work to be reviewed Pega can detect which case to send to the audit. For instance, in the first version of an expense report application, many cases will be routed to management. then overtime, rules will be added to route only cases that are flagged by the system and the audit will gradually become an exception.
Pegasystems
US
If the last stage "audit" is the stage to be skipped, it should be an alternate stage.
Then in your flow you can use a decision shape to test if an audit is required and then use the Smart Shape "change stage" to go to the Audit stage.
Virtusa Ltd
AU
You can configure alternate stages and mark both of them as resolution stage. Just use OOTB activity pxChangeStage to move to the alternate stage whenever required.
Pegasystems Inc.
JP
From "approve" stage jump to a alternate resolution stage which contains only a start shape and an end shape?
Virtusa Ltd
AU
from the flow action post action activity you can call pxChangeStage.