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Filtering case types for publication

Updated on August 26, 2022

Specify which case types you want to allow or block when you publish case type data from your remote application with the connector component to Pega Process Fabric Hub.

Before you begin:
By default, all case types in the Cases & data tab are published to Pega Process Fabric Hub.

You filter the case types that you want to publish to Pega Process Fabric Hub from your remote application by updating a Pega Process Fabric Hub extension activity rule in your application.

  1. In the navigation pane of Dev Studio, click Records.
  2. Expand the Technical category, and then click Activity.
  3. In the list of Activity rule instances, open the pyPF_GetCaseSyncClassesExt Activity rule that applies to the Code-Pega-List class.
  4. On the rule form header, click Save as.
  5. On the Save As Activity form, in the Context section, in the Add to ruleset list, select your application ruleset.
  6. Click Create and open.
  7. On the Steps tab, update the list of case types that your application publishes to Pega Process Fabric Hub:
    ChoicesActions
    Remove a case type
    1. Click Add a step.
    2. Add a loop by clicking Loop, and then, in the Repeat section, select For each embedded page.
    3. Click Submit.
    4. Add a When condition by clicking When.
    5. Select the Enable conditions before this action checkbox.
    6. In the When field, enter .pyWorkTypeImplementationClassName==the name of the implementation class of the case type that you want to remove.
    7. In the if false field, select Skip Step.
      For example:
      A sample configuration of the pyPF_GetCaseSyncClassesExt extension activity
      The pyPF_GetCaseSyncClassesExt extension activity configured to prevent the RepaymentExtension case type data from publishing
    8. Click Submit.
    9. In the Method field, enter Page-Remove
    10. In the Step page field, enter .pxResults.
      Note: Ensure that you have the .pxResults data page and the Embed-Application-WorkMetaData class added to the pages and classes list on the Pages & Classes tab of the extension activity.
    Add a case type
    1. Click Add a step.
    2. In the Method field, enter Property-Set, and then click Expand to see method parameters.
    3. In the PropertiesName filed, enter Primary.pxResults(<APPEND>).pyWorkPoolName, and then in the PropertiesValue fields, enter the name of the work pool for the case type that you want to add.
    4. Click Add item.
    5. In the PropertiesName filed, enter Primary.pxResults(<LAST>).pyWorkTypeImplementationClassName, and then in the PropertiesValue fields, enter the name of the implementation class of the case type that you want to add.
    6. Click Add item.
    7. In the PropertiesName filed, enter Primary.pxResults(<LAST>).pyWorkTypeName, and then in the PropertiesValue fields, enter the name of the case type that you want to add.
      For example:
      A sample configuration of the pyPF_GetCaseSyncClassesExt extension activity
      The pyPF_GetCaseSyncClassesExt extension activity configured to publish the RepaymentExtension case type data.
  8. Click Save.

  • Previous topic Modification of the standard mappings published to Pega Process Fabric Hub
  • Next topic Filtering cases for publication

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