Discussion
Pegasystems Inc.
IN
Last activity: 6 Apr 2018 19:26 EDT
Map Flows from Pega 6.2 to Cases in Pega7.1.7
I am working on migrating an application from 6.2 to 7.1.7 and need to map the flows in 6.2 to cases & stages in 7.1.7. How can I migrate my flows to cases and stages and also show process outline at the same time?
Thanks in advance.
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Pegasystems Inc.
IN
HI Manish,
In Pega 7.1.7 you need to design your cases freshly there is no automatic way to convert non-case management to case management application.
Pegasystems Inc.
IN
Hi Manish,
I believe the following approach should work, let us know how it goes
- Create a new case type rule and design your stages and step as per your flow and use case.
- Open the case type rule and click on stages tab to see all the stages and steps as created in the above step
- Now point all your existing flows to the "Automatically Launched Process"
Thanks,
Sudarsan M
Horizon Systems
US
Yes, there is no OOTB way to directly convert your existing flows to Stage-based Case processing in Pega7. These are different ways to design your Case processing. You need to re-think your existing processes and come up with various stages the Case has to flow through - define these stages and after that, you can leverage existing flow rules where applicable.
Updated: 19 Feb 2016 7:37 EST
Cognizant
IN
Case type rule was available since V6.1 and I am not sure if it has been leveraged in your 6.2 application. If you already have case types in the 6.2 App then it helps to some extent.
Its possible to create new case types and gradually enable stages and steps for your V7 application over time however this is not practical in most cases; this requires a lot of attention to details. For example in Pega7 raising a ticket will help you jump within a step and thats all; you cannot jump between steps OR jump from a stage to another stage. So if you have leveraged tickets in your 6.2 App then you would have to think about how to configure the same in V7.
Also while making changes to your V6 flows to fit the stages/steps that were created in V7; think of the work objects in production. The following points were found in Pega Academy - LSA7 Course; you would have to either tackle or bypass these challenges.
- Removing an Assignment shape for which there are open assignments results in orphaned assignments.
- Replacing an Assignment shape with a new one with the same name may cause a problem since flow processing relies on an internal name for each shape.
- Removing or replacing other wait points in the flow such as Subprocess and Split-For-Each shapes may cause problems since their shape IDs are referenced in active subflows.