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Configuring a case type with Pega Open Robotics

Updated on November 23, 2022

To save time and decrease implementation costs, you can run your UiPath or Blue Prism automation in your case type to fetch data during case processing.

Before you begin: Based on your robotic implementation, create a work queue to which your assignments are routed. For more information, see Configuring a work queue for robotic automation.
  • For UiPath integration, select Robotic-UiPath in the Type field.
  • For Blue Prism integration, select Robotic-Blue Prism in the Type field.
  1. In the navigation pane of Dev Studio, click Case types.
  2. Click an existing case type to open it, or add a new case type. For more information, see Creating a top-level case type.
  3. On the Workflow tab, click Stage, and then enter a name in the field.
  4. In the Process section, click StepMoreAutomationsAssign to robot queue, then click Select.
  5. In the Step pane, in the Robot type field, select the robot type that corresponds with your integration.
    • UiPath
    • Blue Prism
  6. In the Automation section, in the Process field, select the process that you want to run. This field displays all available processes in your application.
  7. In the Request data transform field, select the data transform that you want to use to map the property on the work page to the input of your process.
  8. In the Response data transform field, select the data transform that you want to use to map the output of the process to a property on your work page.
  9. In the Robot queue section, enter the work queue to which the assignment is routed.
  10. To validate the incoming values after your automation is complete, in the Assignment validation criteria field, select a validate rule.
    If the validation fails, the values do not appear on the work page, and the system routes the assignment to the Conflicting Robotic Assignments work queue. If a job fails, the system routes the assignment to the Failed Robotic Assignments work queue.
  11. Apply a goal and deadline to the assignment by pressing the Down arrow key in the Assignment service level field and then selecting the name of a service-level agreement.
  12. Click Save.

    An example of UiPath automation configuration in a case type
    Configuring a Stock Purchase Order case type.
  • Previous topic Configuring the connection between Blue Prism and Pega Platform
  • Next topic Integrating DocuSign with Pega Platform

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