Question
Canadian Tire Corporation Ltd
CA
Last activity: 5 Jan 2023 9:31 EST
Pega Smart Disputes: Case Level Notes
Looking for examples or suggestions of adding case level general notes functionality to Smart Disputes.
Use Case example
As a user working an existing D level case (not a Claim) at any assignment
User requires the ability to add a general note that is accessible to subsequent users throughout the case life cycle
This functionality would be in addition to assignment level notes that already exist as SD functionality.
Accepted Solution
Updated: 5 Jan 2023 9:31 EST
Pegasystems Inc.
IN
Hi @JamieSchuman ,
Smart Dispute is using the Pega Platform OOTB Work-.AttachNote activity, not much of documentation is available around this as it's one of legacy Attachment category.
Thanks,
Pegasystems Inc.
IN
Hi @JamieSchuman ,
You can add case wide local action (AddNote) to give users the ability to add notes (stored in pyNotes property) which gets added to the Attachments gadget.
For example within Smart Dispute app , you can PegaCard-Sd-Dispute-.AddNote flow action and you can see the notes attached in the Attachment section and also Audit updated with the note attached.
Thanks,
Canadian Tire Corporation Ltd
CA
Is there detailed documentation about the AddNote functionality that I could review? If so, please share the link.
Thanks
Jamie
Accepted Solution
Updated: 5 Jan 2023 9:31 EST
Pegasystems Inc.
IN
Hi @JamieSchuman ,
Smart Dispute is using the Pega Platform OOTB Work-.AttachNote activity, not much of documentation is available around this as it's one of legacy Attachment category.
Thanks,