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Filtering cases for publication

Updated on August 26, 2022

Publish only those cases that meet a specific condition from your remote application to Pega Process Fabric Hub.

Before you begin: By default, your remote application publishes all the cases of the selected case types to Pega Process Fabric Hub.

    Saving the When rule for publishing real-time information about cases 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 Work- class.
  4. On the rule form header, click Save as.
  5. On the Save as When form, in the Context section, in the Apply to field, enter the class of the case type.
  6. In the Add to ruleset list, select your application ruleset.
  7. Click Create and open.
  8. On the Advanced tab, update the condition and logic string.For example: The following figure shows a configuration for publishing cases for the RepaymentExtension case type only if the value of the Region property is NORTH:
    Configuration for publishing only the cases in which the value of the .Region property is NORTH
    Configuration for publishing only the cases in which the value of the .Region property is NORTH
  9. Click Save.
  10. Saving the report definition rule for publishing bulk information about cases in your ruleset

  11. In the navigation pane of Dev Studio, click Records.
  12. Expand the Reports category, and then click Report Definition.
  13. In the list of Report Definition rule instances, open the pyPF_PublishBulk Report Definition rule that applies to the Work- class.
  14. On the rule form header, click Save as.
  15. On the Save as Report Definition form, in the Context section, in the Add to ruleset list, select your application ruleset.
  16. Click Create and open.
  17. Update the filter conditions.
  18. Click Save.
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