You can source automations in your application through flow actions or by means of data pages.
Flow action integration
Use the flow action method to automatically collect information from a legacy system before displaying it to the user by means of a preprocessing action. You can also retrieve information from a user before sending it to the automation logic for further processing in other applications through a postprocessing action. The following figure shows the flow action method and the preprocessing and postprocessing actions:
This figure shows the following activities:
A - Running an automation to update the user address
B - Forwarding the data to other applications in the system
You can run automations from a flow action to retrieve information from an application that is running on a user's desktop and display that information in a window in your application.
For example, when a customer service representative (CSR) accepts a call from a customer, an automation runs on the CSR's desktop. The automation retrieves the customer information (for example, the address, name, phone number, and so on) from a legacy application that is running on the CSR's desktop and displays the account number and related information in the Pega application.
You can run a postprocessing automation to send information that users enter in your application to the applications that are running on the user's desktop.
For example, a postprocessing action can send the updated address to another application running on the CSR's desktop. In another example, a customer can dispute a transaction in your application. A postprocessing action can send such dispute details as the transaction name or dispute reason to a legacy application.