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Configuring Verify document in case designer

Updated on May 6, 2021

Configure routing details like the operator, stage, and so on based on approval decision. You can use the Verify document process component in a case type as a step in any of the stages.

  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 +STEPMoreProcessesVerify document.

  7. Click the Select button.

  8. 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.
  9. In the Reject stage list select a stage to configure the rejection stage when documents are rejected as a part of the review process.

  10. Click Save.

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