Any OOTB section/Datapage to show list of Steps under Each Stage with status ( Past, active,Future)
Want to know completed step under each Stage ,
OOTB Data page D_CaseStage provide info of each stage but not all Steps,
is there any OOTB rule that help us to identify list of Steps and status of each step under stage .
Thank you
Pegasystems Inc.
US
I am looking at a 7.3.1 system and see the pyDisplayStages section has a ShowSteps parameter. This section uses the D_CaseStages data page you mentioned. I am able to see a green check mark next to completed steps and an arrow for the current step.
Pegasystems Inc.
US
I checked my 7.4 system and I see the steps in the data page. Here is what I see in my test. Can you share screen shots of what you see in your data page and the case type configuration showing the stages and steps?
Highmark Health
US
Thank you ,
Tried on core 7.4 working as expected , have issue with pega care management 7.4 cases only ( in Datepage i can see only flow name in steps not assinment or other items )
Pegasystems Inc.
US
I tried it on Care Management 7.4. I tested using the Program Referral case type and see the data in the data page but it was not displaying on the screen even when I selected ShowSteps. In my test, the issue occurred because the pyStageName section was modified in the PegaHCSPM:07-40-01 ruleset to not include the dynamic layout for the pxProcesses that is used in the UI-Kit-7:11-01-01 version.
Highmark Health
US
If we use section in UI-KIT it is working for Program Referral means we can see assignment /utility steps on Datapage, but not with authorization case not sure why we are seeing only flow names in stage page
Pegasystems Inc.
US
It looks like the display of the steps is dependent on the structure type of the flow rule.
The pzLoadStageStatusDP activity is used to load the D_CaseStages data page. I was looking through the java code in step 4 of the activity. There are a couple of functions referenced to get the process and step data: pzLoadStageProcessesDP and pzLoadStageStepsDP. In pzLoadStageStepsDP, the steps will be added if the structure type of the flow is simple.
For the Program Referral case type, the xml for the ManualIntake flow shows pyStructureType set to Simple.
For the Prior Authorization Request case type, the xml for the ClinicalReviewUtilizationManagement flow shows pyStructureType set to Complex.
I am not sure of all the flow shapes that will cause a flow type to be labeled as Complex. In the case of the ClinicalReviewUtilizationManagement flow, I see there are decision shapes which would make it a complex flow as the future steps would be dependent on those decisions.