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Extending self-service to the implementation layer

Updated on January 18, 2021

To extend self-service to the implementation layer, complete the following steps.

  1. Search for and open the WebLoginMain (Web-Login-Main) HTML rule.

  2. On the HTML tab, in the HTML Source section, add a reference to the new HTML rule by using the formatting in the following example: <pega:when test='(pxRequestor.AppName=="CUSTOMAPPLICATIONNAME")'> <pega:include name="CUSTOMAPPLICATIONWEBSITE" type="Rule-Obj-HTML"/> </pega:when>

  3. Create the Implserviceuser operator in the implementation layer similar to serviceuser1. Specify the UserServices access group of the implementation layer and the starting activity.

  4. Search for and open the UserServices HTML Fragment rule. On the HTML tab, in the HTML Source section, add a reference to the new HTML rule by using the formatting in the following example: <pega:when test='(pxRequestor.AppName==" CUSTOMAPPLICATIONNAME ")'> <a style="color: #ffffff" href="/prweb/IAC?UserIdentifier= Implserviceuser&AppName= CUSTOMAPPLICATIONNAME ">Create account</a> </pega:when>

  5. Search for and open the Open SetAccessGroup decision table. Update the table for the new implementation application (for example, the user access group to which the newly created operator must be associated).

  6. Update the requestor type:

    1. Click RecordsSys adminRequestor Type (system name :pega,Requestor).

    2. On the Definition tab, change the access group to Impl:Unauthenticated (the implementation layer access group that is similar to PGP: Unauthenticated).

  7. Search for and open the ReviewDT (PegaPS-Work-User-Registration) decision table. Update the table with the implementation layer work queue to which the newly created business operator must be routed to for approval.

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