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Filtering assignments for publication

Updated on August 26, 2022

Publish only specific assignments from your remote application with the Pega Process Fabric Hub Connector component to Pega Process Fabric Hub. For example, you can prevent assignments that are related to a specific case type from publication.

Before you begin:

    Saving the When rule for publishing real-time information about assignments in your ruleset

  1. In the navigation pane of Dev Studio, click Records.
  2. Expand the Decision category, and then click When.
  3. In the list of When rule instances, open the pyPF_EnablePublishRealtime When rule that applies to the Assign- class.
  4. On the rule form header, click Save as.
  5. On the Save as When form, in the Context section, in the Add to ruleset list, select your application ruleset.
  6. Click Create and open.
  7. On the Advanced tab, update the condition and logic string.For example: The following figure shows a configuration that prevents the assignments for the RepaymentExtension case type from publication:
    A sample configuration of the pyPF_EnablePublishRealtime When rule
    The pyPF_EnablePublishRealtime When rule configured to prevent assignments for the RepaymentExtension case type from publication.
  8. Click Save.

    9. Saving the report definition rules for publishing bulk information about assignments in your ruleset

  9. In the navigation pane of Dev Studio, click Records.
  10. Expand the Reports category, and then click Report Definition.
  11. In the list of report definition instances, open the pyPF_PublishBulk report definition that applies to the Assign-Worklist class.
  12. On the rule form header, click Save as.
  13. On the Save as Report Definition form, in the Context section, in the Add to ruleset list, select your application ruleset.
  14. Click Create and open.
  15. In the Edit filters section, update the filter conditions.For example: The following figure shows filters that prevent the assignments for the RepaymentExtension case type from publication:
    A sample configuration of the pyPF_PublishBulk report definition
    The pyPF_PublishBulk report definition configured to prevent assignments from the RepaymentExtension case type from publication.
  16. Click Save.
  17. In the list of report definition instances, open the pyPF_PublishBulk report definition that applies to the Assign-WorkBasket class.
  18. Repeat steps 12 through 16.
  • Previous topic Modification of the default access groups with administrative privileges
  • Next topic Modification of the standard mappings published to Pega Process Fabric Hub

Tags

Pega Process Fabric Hub 2.1 Case Management

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