Launching a service case from the composite
It is easier and more efficient to launch a service case directly from the composite rather than using the Add Task menu. For example, you want to display an Edit link next to the customer's address to enable a customer service representative (CSR) to change an address more quickly.
Pega Customer Service
Implementation Guide
- In the Interaction Portal, click Live UI and determine the section where you want to launch the service case.
- Click the Open rule in Dev Studio icon to open that rule in Dev Studio.
- Add a UI element, for example a button or link, into the section where you want to launch the service case.
- Click the View properties icon to configure the UI element.
- Click Actions.
- Click Create an action set.
- Click Add an event.
- Click Click.
- Click Add an action.
- Click All actions.
- Click Create work.
- Specify the Class Name and Flow Name of the service case that you want to launch.
- Click OK.
- Save your updated section.
Previous topic Configuring content for customer composite tabs (Admins only) Next topic Timeline view of customer events