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Configuring consent agreement in case designer

Updated on May 6, 2021

Use the Consent Agreement process component in a case type as a step in any of the stages. Consent Agreement is a built-in dynamic PGP component that allows e-signatures and templates.

  1. Log in to Pega Government Platform as an administrator.

  2. In the header of your workspace, click the Switch Studio menu, and then click App Studio.

  3. In the navigation pane of App Studio, click Case types.

  4. From the Case types column, click a case type, or click the New button to create a new case type.

  5. In the Case life cycle section, click Stage, and then enter a name in the text box.

  6. Hover over process, and then click +STEPMoreProcessesConsent agreement.

  7. Click the Select button.

  8. In the Consent agreement details section, in the Source list, select a source.

    1. Select By name, and in the Consent agreement template list, select an agreement type.

    2. Alternatively, select By property to specify a property on the work class that supplies the specific agreement type at run-time.

  9. Select the Is e-signature required? check box to include an e-signature.

  10. In the Routing details area, select an operator:

    • To route the assignment to the current operator, click Current operator.
    • To specify a user or operator to whom you want to route this assignment, click Specific user, and then, in the User field, select a user or enter a property in the work class that supplies a specific operator ID at run time.
    • To route the assignment to a specific work queue, click Work queue, and then, in the Queue field, select a work queue name or enter a property in the work class that supplies a specific work queue at run time.
  11. Click Save.

Result: Based on the business use case need, you can select the appropriate text template from the available templates and can include an e-signature.

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