Question
Create document shape
Our req:
1/Word doc to be generated by end users based on templates -
2/Templates needs to be delegated to Managers.
we are on Pega 8.4.1 - we intend to use Create document smart shape for the same. this takes template name as input which is (Rule-template-word)
queries / is there any OOTB option to delegate the template to managers?
Rule-template-word is not a rule that can be delegated.
we follwoed differnt approach:
possible approaches tried:
1/eform
2/create document
3/create pdf
we finally picked up create pdf smart shape as that accepts section which can hold paragraphs - and the same paragraphs can be delegated to end users.
eform and create document shape -could not leverage for our use case as the main req was to allow business users to fully administer the template contents. create document and e-forms does not allows the underlying rules to be delegated(pega has also restricted from adding technical rules as favourites)