Parameterize Sections in Flow Actions
I have a Review and Approve flow where a user can use different types of UI for the Same Case. For example :- A Home insurance Flow has HomeInsSec as the UI and a Motor insurance Flow has MotorInsSec for an applicant to submit an Insurance Case. Once the insurance case has been submitted, a reviewer needs to work on the submitted case. On the connector I have a Flow Action for the the Reviewer but the OOTB Pega Flow Action can use only a single section as shown below. How can I accommodate HomeInsSec and MotorInsSec?
How can I parameterize my ReviewSubmittedInsuranceClaim Section so that the Reviewer sees the MotorInsSec for a Motor Claim and HomeInsSec for a Home Insurance claim?
How can my Flow Action accommodate different types of sections?
Pegasystems Inc.
CA
Are you saying that both motor insurance flow and home insurance flow are part of the same case type? Can you customize ReviewSubmittedInsuranceClaim section to include MotorInsSec and HomeInsSec sections and use visible when conditions to display one versus the other?
Coforge DPA
GB
Hi
You can try the below steps:
1. Once the insurance case is submitted. You can determine what section needs to be displayed to the reviewer. This can be done at post action through a decision table. Lets say you set the Section name in "Prop1"
2. In your flowaction call a wrapper section as"ReviewWrapper"
3. In the wrapper section embed another section and use "Property reference" as below. Use the property you set in Step 1 "Prop1"
So this way your section can be dynamically displayed based on the property.
Hope this helps.
Regards
Bhavya
Updated: 5 Mar 2020 13:02 EST
Accenture
US
Thanks for your suggestion Bhavya. I followed your instructions and implemented the changes the following way. Your ReviewWrapper is my 'ReviewSubmittedInsuranceClaim'
When I am in the Home insurance Flow which has the HomeInsSec as the UI, upon submit I set a .ChooseSection property to Home.
When I am in the Motor insurance Flow which has the MotorInsSec as the UI, upon submit I set the same property .ChooseSection to Motor.
Now when the Work Object reaches the Reviewer Work Queue (same for Home and Motor insurance).
When the Reviewer opens it after getting it into his or her WorkList, the Flow Action uses ReviewSubmittedInsuranceClaim.
This ReviewSubmittedInsuranceClaim has an embedded Section which is referenced by property reference .SectionName using current page context.
I have a DataTransform that runs before the WO enters the WorkList of the Reviewer as shown.
Thanks for your suggestion Bhavya. I followed your instructions and implemented the changes the following way. Your ReviewWrapper is my 'ReviewSubmittedInsuranceClaim'
When I am in the Home insurance Flow which has the HomeInsSec as the UI, upon submit I set a .ChooseSection property to Home.
When I am in the Motor insurance Flow which has the MotorInsSec as the UI, upon submit I set the same property .ChooseSection to Motor.
Now when the Work Object reaches the Reviewer Work Queue (same for Home and Motor insurance).
When the Reviewer opens it after getting it into his or her WorkList, the Flow Action uses ReviewSubmittedInsuranceClaim.
This ReviewSubmittedInsuranceClaim has an embedded Section which is referenced by property reference .SectionName using current page context.
I have a DataTransform that runs before the WO enters the WorkList of the Reviewer as shown.
This ReviewSetup Data Transform sets the property .SectionName using @pxEvaluateDecisionTable.
As my property .SectionName is populated with HomeInsSec or MotorInsSec, my ReviewSubmittedInsuranceClaim which uses the .SectionName as an embedded property, displays the correct or required Home or Motor Insurance UI/section.