Question
How to add newly created Case's pyID in the audit of current Case in the "Create Case" smart shape configuration
Hi All,
I am creating a top-level case via 'Create Case' smart shape. The requirement is to show newly created Case's pyID as the link in the current case's audit onclick of which should open the Case. How to achieve this? I have tried using a data transform parameter to set the Case ID to a parameter but this data transform is run in the context of newly created Case's work page. PFA doc for the design configuration screenshots.
Can anybody help me on this? Thanks in advance.
***Updated by moderator: Lochan to update Categories***
Hello
I am sorry, I dont think I understand your requirement properly.
Can you please provide a bit more details like which section you are trying to show this as a link and which page context your data transform is picking up at runtime etc.
I want to show the link in the audit screen as an item in the grid (PFB Screenshot). When I run the tracer, I see the data transform I am referring in 'Create Case' configuration is running on 'pyTopCasePage'.
I second what Rajajanga suggested. You have to run tracer to see where the parameter is getting changed or page reference is getting changed.
On a separate note, have you consider using the case narrative functions for this ? It kinds of gives a commentry about what is happening in the case ( like spinning of child case from parent etc ) ?
I don't think there is a really simple way to do this. The Audit notes just display text so some customization of the audit / history screen will probably be required. With that in mind there are probably many different ways to do this. I have had a go at configuring something and have attached some details below in case it helps your configuration.
In my example I have assumed that you will only create a single case and am referencing the property used to store the case ID directly for my link.
Re-reading through the above I am not even 100% sure you wanted a clickable link. Did you just want to get the ID into the Audit?
Using Parameters with field values is a little different to other Pega Parameters. You can't just set them using the param.<parameter name> syntax. I'm not sure exactly where this is documented but there is an example here:
https://collaborate.pega.com/discussion/how-use-field-value-parameter
Looking at you document you need to make the following changes:
Don't put quotes around the property reference, as this will use the literal string "pyWorkPage.DMCaseID", and rather than setting a param, set a property that you can reference.
When you reference the field value in the Create Case smart shape, add the parameter using the syntax shown below (as in above linked article).
Re-reading through the above I am not even 100% sure you wanted a clickable link. Did you just want to get the ID into the Audit?
Using Parameters with field values is a little different to other Pega Parameters. You can't just set them using the param.<parameter name> syntax. I'm not sure exactly where this is documented but there is an example here:
https://collaborate.pega.com/discussion/how-use-field-value-parameter
Looking at you document you need to make the following changes:
Don't put quotes around the property reference, as this will use the literal string "pyWorkPage.DMCaseID", and rather than setting a param, set a property that you can reference.
When you reference the field value in the Create Case smart shape, add the parameter using the syntax shown below (as in above linked article).
