Question
Cognizant Technolgy Solutions
IN
Last activity: 26 Aug 2020 13:16 EDT
Question on STARTING WITH PEGA EXPRESS Lesson on Lead System Architect 7.3/7.4 course Exercise[Page-6]
STARTING WITH PEGA EXPRESS
Lesson on Lead System Architect 7.3/7.4 course in the Exercise [page 6] says -
"
Adding the Reuse case type
Log on the Demos application as Author.Demos.
Click on Case Types then click New.
Enter Relevant Records as the case type name.
In the Data Model tab add Field1 and Field2 using different types such as Text and Decimal.
In the Workflow tab, add a Life Cycle and define two stages: Enter Data, and Resolve.
Configure the stage resolution for each stage as follows:
For the Enter Data stage select Automatically move to next stage.
For the Resolve stage select Resolve the case.
Add a step to the first process in the Enter Data stage.
Select Collect Information as the step type.
Label the step Enter data.
In the contextual properties panel, click Configure View.
Expand Fields. Observe Field1 and Field2 are visible to the case.
Drag Field1 and Field2 beneath Add field.
Click Submit.
Save the case type in Case Designer, click Close, then log out.
View Relevant Records verifying potential reuse
Log on the Demos application as Admin.Demos
Select Designer Studio > Application > Inventory > Relevant Records.
Either add -Reuse to the work pool class name or click the down arrow to select that class. Confirm the following records are indicated as Relevant Records. These records are easily reusable for this class group using Pega Express."
STARTING WITH PEGA EXPRESS
Lesson on Lead System Architect 7.3/7.4 course in the Exercise [page 6] says -
"
Adding the Reuse case type
Log on the Demos application as Author.Demos.
Click on Case Types then click New.
Enter Relevant Records as the case type name.
In the Data Model tab add Field1 and Field2 using different types such as Text and Decimal.
In the Workflow tab, add a Life Cycle and define two stages: Enter Data, and Resolve.
Configure the stage resolution for each stage as follows:
For the Enter Data stage select Automatically move to next stage.
For the Resolve stage select Resolve the case.
Add a step to the first process in the Enter Data stage.
Select Collect Information as the step type.
Label the step Enter data.
In the contextual properties panel, click Configure View.
Expand Fields. Observe Field1 and Field2 are visible to the case.
Drag Field1 and Field2 beneath Add field.
Click Submit.
Save the case type in Case Designer, click Close, then log out.
View Relevant Records verifying potential reuse
Log on the Demos application as Admin.Demos
Select Designer Studio > Application > Inventory > Relevant Records.
Either add -Reuse to the work pool class name or click the down arrow to select that class. Confirm the following records are indicated as Relevant Records. These records are easily reusable for this class group using Pega Express."
Question:
It suggested to create case type named "Relevant Records" but directs us to search for the class name which ends with "-Reuse". I can only find class name ending with "Relevant Records". Please let me know if this is a gap or if I have understood it wrong.
Pegasystems Inc.
US
You can name the application and the case anything you want.
The exercise demonstrates that whenever you create properties, sections (views), etc,, in Pega Express Relevant Records are also created.
Relevant Records are only created for certain rule types.
If you created a correspondence rule, for example, it is helpful when your configure an email shape in the future rule that correspondence rules you recently are suggested.
Rules would only be suggested, however, if they are apply to the case type in which email shape has been added.
If a correspondence rule can be applied to any case, the rule could be placed in the Org ruleset. In the 7.3/7.4 LSA couse the Org ruleset is named "FSG".