Defining conditions for starting a process
Ensure that a process starts only when needed in a case by defining conditions for running the process. By starting processes conditionally, you save time because case workers, such as customer service representatives (CSRs), perform only relevant tasks.For example, you can start a process of reviewing a job application only if the location of a candidate matches your current business needs.
For relevant training materials, see the Skipping a process or a stage module on Pega Academy.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the Case life cycle section, click a process.
- In the Process property panel, on the
General tab, define the conditions to start the
Choices Actions Always start a process
- In the Start process (otherwise skip) list, select Always.
- In the Start process (otherwise skip) list, select Custom condition.
- Next to the Start process (otherwise skip)list, click the Configure conditions icon.
- In the Configure condition window,
select a condition, a comparator, and a value to compare
with the condition.
For example: Work status is equal to New
- Optional: To add more conditions, click Add a row, and then repeat the substep 3.c.
- Optional: To group the conditions, select comparators from the
For example: To make only one condition compulsory, from the list, select OR.
- Click Submit.
- In the Start process (otherwise skip) list, select Existing condition.
- In the list of conditions, select a condition, and then define whether the process starts when the condition is true or false.
- Click Save.
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