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Exposing Interwoven Worklist in other applications as a mashup gadget

Updated on August 26, 2022

Enable users of other applications to view and manage tasks in a consolidated list that gathers assignments from a worklist and work queues that a specific user can access without logging in to Pega Process Fabric Hub.

Interwoven Worklist consolidates assignments from your registered applications, For more information see Assignments management in Interwoven Worklist. You can use the Interwoven Worklist component as a mashup gadget in another Pega application, a non-Pega application, or an external web page.

For example, you can embed Interwoven Worklist from the Customer Service App that you register in Pega Process Fabric Hub, so that users that log in to a non-registered Sales Automation App can process service requests that they view in the exposed Interwoven Worklist without the need to navigate to Pega Process Fabric Hub.

Note: Pega applications that you build on Cosmos React do not support mashups.

For Cosmos React applications, you can use DX APIs to expose the list in other applications. For more information, see Exposing Interwoven Worklist and My cases data in other applications through DX API.

  1. Generate mashup code for Interwoven Worklist in Pega Process Fabric Hub:
    1. In the navigation pane of App Studio, click Channels.
    2. Open the Unified Worklist Gadget channel.
    3. In the URL field, enter the Pega Process Fabric Hub URL, following the pattern: https://host-name/context-root/servlet-name.

      As a best practice, provide a Pega Process Fabric Hub URL alias.

    4. Optional: To use a different theme for the mashup, perform the actions in step 13 of the Creating a mashup task.
    5. Click Save.
    6. In the What is a mashup section, click Generate mashup code, and then, in the Mashup code window, select the type of code that you want to copy:
      • To copy the iframe code, above the iframe code window, click Copy.
      • To copy the mashup code, above the Mashup code window, click Copy.
      Note: Selecting the iframe code improves the response time of a mashup, but does not support passing dynamic parameters.
    7. Close the Mashup code window.
  2. Configure Pega Process Fabric Hub to allow incoming messages from the host site by performing steps from 21 through 23 in Creating a mashup.
  3. Deploy your mashup by inserting the code in another application or web page:
    Pega application
    1. Create a section. For more information, see Creating sections.
    2. Convert to the full section editor. For more information, see Converting sections to full section editor.
    3. On the HTML tab, unselect the Auto-generated HTML checkbox.
    4. In the HTML Source area, paste the copied mashup code.
    5. On the section rule form, click Save.
    6. Embed the section in another section in which you want to view the Interwoven Worklist gadget. For more information, see Creating an embedded section.
    Non-Pega application or an external web pageEmbed the mashup code on the web page or in the front-end files of your application by following standard development procedures.
  4. If your Pega application is built on the Theme UI-Kit, you can expose the Interwoven Worklist gadget as a dashboard widget of the Case Manager portal:
    1. On the Settings tab of the new section rule, select the Dashboard widget checkbox.
    2. Configure the Widget title field and Category field.
    3. Optional: To provide a description for the widget, in the Widget description field, enter a description.
    4. Optional: To provide an icon for the widget, next to the Widget icon field, click Show Image Viewer, and then select an image from the image catalog.
    5. In the Case Manger portal, add the widget to the dashboard. For more information, see Adding a widget to your dashboard.
  • Previous topic Exposing data outside Pega Process Fabric Hub
  • Next topic Exposing the My cases landing page in other applications as a mashup gadget

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