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 Debasree Samadder (DebasreeS4579)
Accenture

Accenture
IN
DebasreeS4579 Member since 2021 9 posts
Accenture
Posted: Jan 7, 2025
Last activity: Jan 29, 2025
Posted: 7 Jan 2025 8:19 EST
Last activity: 29 Jan 2025 2:34 EST
Solved

How to launch a case in portal from URL on click

I have a use case where the user should be able to get access to a pega case assignment on URL click. Through URL mapping that is achieved. but on url click the portal is not opening rather the case is opening stand alone. i understand some configuration need to be done in the URL mapping activity so that the case opens in the portal and on clicking submit or cancel the user can come back to the portal.

Can someone guide me on this ?  

 

P.S- I am a beginner so please be elaborative in your answer. Thanks

***Edited by Moderator Marije to add Capability tags***
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Pega Platform '24.1.1
Pega Platform
Pega Platform
User Experience
Case Management

Accepted Solution

Posted: 1 year ago
Updated: 1 year ago
Posted: 7 Jan 2025 9:29 EST
Updated: 29 Jan 2025 2:34 EST
Sairohith Thummarakoti (Sairohith)
HCA Healthcare
Sairohith Thummarakoti
HCA Healthcare
US

@DebasreeS4579 To open a Pega case in a portal from a URL click and ensure the portal stays visible, use the URL format: https://<server>/prweb/PRServlet?pyActivity=OpenAssignment&InsHandle=<AssignmentHandle>&portalName=<PortalName>. Replace <server> with your Pega server URL, <AssignmentHandle> with the assignment key (like ASSIGN-WORK-1234), and <PortalName> with the desired portal name (like UserPortal). This URL will open the case within the specified portal instead of a standalone window. Ensure the portal is configured correctly in App Studio > Channels and Interfaces. If the case still opens standalone, modify the Code-Security.URLMapping activity by ensuring the Show-Harness method is used and pyPortalHarness is specified. To return to the portal after submitting or canceling, configure the flow action's post-processing to use the FinishAssignment activity with the portalName parameter. Make sure the access group linked to the user has the correct portal configured under Available Portals. This setup should keep the portal visible and return the user to the portal after the case interaction

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