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Presenting Flow Actions
 

About Harness rules

Harness rules that allow users to select from multiple flow actions (often called Perform harness rules) contain an action section. The action section can present user options in a number of ways, and the developer can choose the method that best suits the workflow and expectations of those who will be processing work objects. The action section can display options in a dropdown menu, as a series of buttons, or as a series of links.

To configure the display:

  1. Select the harness and, in the Layout tab, change to wireframe mode.
  2. Select the section using Work-.pyActionArea and click the magnifying glass to display its properties panel.
  3. Click the magnifying glass beside the Include Section field to display the section's parameters panel
  4. Select the display option for actions that you prefer: buttons, dropdown menu, or links.

dropdown menu optionIf you choose the Drop Down option, a checkbox appears. Check this option to have the most likely action (determined by the percentages established for each action in the flow chart) appear as the action section title. The other possible actions appear, in descending order of likelihood, in the dropdown menu. Users can then just hit the Submit or Continue button at the bottom of the screen; if they want to choose a different action, they can pick it from the dropdown menu.

If you do not select this option, the dropdown menu has the label "Take Action", and the most likely action appears as the first selectable option.

See Pega Developer Network article PRKB-26090 How to present actions on a work object form for examples.

Modal dialogs

In certain contexts, your application can present a flow action as a modal dialog. For an example, see Pega Developer Network article PRKB-26113 How to present a flow action as a modal dialog.

Upgrading V5.X harness rules

Harness rules created in releases before V6.1 operate as before, but may be based on an older and less flexible Action section. The standard section Work-pyActionArea is auto-generated HTML, reflects skin styles determined through the Branding wizard, and works with all supported browsers. To replace an older action section with Work-pyActionArea:

  1. Select the harness and, in the Layout tab, change to wireframe mode.
  2. Select the section currently using Work-.Action (or another similar action section) and click the magnifying glass to display its properties panel.
  3. In the Include Section field, replace Action with pyActionArea.
  4. Set parameters, as described above.
  5. Save the harness rule.
Definitions flow action, harness rule, likelihood
Related topics About flow action rules
How to create a modal dialog

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