Open a case using a link in Email with full access to work on it further.
When we click on the case Id hyperlink in an email, it should open correctly with full portal and user should be able to work on the opened case.
Any suggestions on how to approach this using URL mapping?(or any other method)
HCA Healthcare
US
Accenture
IN
@Sairohith Hi Sairohith, the above link that you have provided is taking me to the login page even if I have already logged in to the app. In our project we have sso login, we don't require passwords to login.
Could you pls help?
Maantic
US
@AnanyaA2 Are you using OOTB Correspondence fragment rule WorkLink for your email? Besides if you use SSO URL to login to your Pega portal and use this fragment, it should open up the corresponding work object in Pega from the hyperlink in email. And you don't have to do any custom coding like forming the url and pass credentials to it.
@AnanyaA2To open a Pega case with full access by clicking a hyperlink in an email, you can use URL mapping with the format:
https://<PegaInstanceURL>/prweb/PRServlet?pyActivity=Work-.Open&pyID=<caseID>. This link should open the case directly in the full portal, provided the user has the necessary access rights. If you are using Pega Constellation 24.2, you can use the DX API link format likehttps://<PegaInstanceURL>/app/constellation/<caseType>/<caseID>for a modern experience. Ensure users have proper roles to edit the case and consider enabling SSO for seamless login. For enhanced security, you can generate a time-limited token usingData-Admin-Security-Ticketand include it in the URL. Update the email correspondence rule with the case link, test different user scenarios, and ensure the portal opens correctly with full editing access