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Question

 Markus Moranz (moram)
PEGA
Principal Enterprise Architect
Pegasystems Inc.
DE
moram Member since 2019 11 posts
PEGA
Posted: Dec 9, 2020
Last activity: Jul 12, 2021
Posted: 9 Dec 2020 13:43 EST
Last activity: 12 Jul 2021 10:37 EDT
Closed

Ad-Hoc Case Generation in Cosmos

Hi,

in 8.5.1 after initial dashboard config via "My Cases" widget it is possible to reach "Ad-Hoc Case Creation" in Cosmos Pega Portal for exceptional flows with cases/child-cases/tasks that appear along a standard casetype-defined case execution.

Create an ad-hoc case

When reading documentation (at least up to 8.3) there is mention of "Convert manual process to a case type".

Ad-Hoc-Case Dashboard Section View in DevStudio

In such ad-hoc case's dashboard (viewed as section in DevStudio) can be found a button "Configure for Reuse", which starts that conversion to a "real case type".

This button only appears only with following criteria met:

pyAllowPublishAsCase &&  pzHasCaseInstitutionalizePrivilege

What is required role/access group setup to make that function available?

Or is that function defunct or switched off or deprecated?

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Pega Platform 8.5.1
User Experience
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Solutions Consultant

Posted: 3 years ago
Posted: 12 Jul 2021 10:37 EDT
Richard Marsot (RichardMarsot)
PEGA
Senior Director, Shared User Services Engineering
Pegasystems Inc.
US

@moram privilege

you need to have the privilege 'pyCaqseInstitutionalize' at work-

You can simply add the access role to your access group

access group

this functionality has been available for a long time - here is from 7.1 doc https://community.pega.com/sites/default/files/help_v71/basics/portal/casemanager/casemanagementportalcasetab.htm

 

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