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Configuring URLs to open as standalone Assignments

Updated on February 7, 2024

Enable your users to directly access their Assignments through a URL that you can deliver in a message, such as an email. By using this feature, you can keep users informed about the actions that they need to perform in the system, and provide them with a convenient interface for operations.

For example, an insurance vendor might send an email with a link to an Assignment to a customer, and ask for claim information. The customer opens the Assignment by clicking the link, and authenticates to complete the work.
Before you begin: Configure the URL mapping for your Assignment to make the URL look like a semantic path. For more information, see . The configuration should map to an Activity in the Work- Class. In this scenario, the Activity's name is OpenItem.

    Configuring the Activity that is called when the URL is mapped

  1. Create a new Activity:
    1. In the header of Dev Studio, click CreateTechnicalActivity.
    2. In the Label field, enter the name of the Activity.
      For example: In this scenario, enter OpenItem.
    3. In the Context section, set the current application as context.
    4. In the Apply to (Class) field, enter Work-.
    5. Click Create and open.
  2. On the Edit Activity form, on the Parameters tab, define the following parameters for the Activity:

    Parameters in the Activity

    NameData typeRequired
    WorkIDStringNo
    WorkPoolStringNo
  3. On the Pages and Classes tab, define the following pages for the Activity:

    Pages for the Activity

    Page nameClass
    pxThreadCode-Pega-Thread
    newTabTempPageWork
  4. On the Security tab, in the Restrict access section, define the following access conditions:
    1. Select the Allow invocation from browser checkbox.
    2. Select the Require authentication to run checkbox, and then, in the fields below, define the Privilege setting.
  5. On the Steps tab, click Add a step, and then configure the newly added step:
    1. In the Method field, enter Property-Set.
    2. In the Step page field, enter pxThread.
    3. Expand the step node by clicking the arrow next to the Method field, and then define the following parameters:

      Parameters in the Step

      PropertiesNamePropertiesValue
      param.ThreadName.pxThreadName
      Property-Set configuration
      The step includes a Property-Set method and a thread name parameter.
  6. Add a second step by clicking Add a step:
    1. In the Method field, enter Property-Set.
    2. Expand the step node by clicking the arrow next to the Method field, and then define the following parameters:

      Parameters in the Step

      PropertiesNamePropertiesValue
      param.insHandleParam.WorkPool +" "+Param.WorkID
      param.PortalName"UserPortal"
      param.actionNameopenWorkByHandle
      Second step Property-Set configuration
      The step includes a Property-Set method and three parameters.
  7. Add a third step by clicking Add a step:
    1. In the Method field, enter Call pxOpenWorkItemNewTab.
    2. Expand the step node by clicking the arrow next to the Method field, and then, select the Pass current parameter page checkbox.
    Third step Call configuration
    The step calls the pxOpenWorkItemNewTab and passes the parameter page.
  8. Click Save.
  9. Override the pyIsAutoGenThread When rule

  10. In Dev Studio, search for and open the pyIsAutoGenThread When rule.
  11. Open the rule for private edit.
    For more information, see .
  12. On the Advanced tab, remove the existing condition by clicking the Delete this row icon.
  13. On the Conditions tab, in the list on the right side of the window, select Advanced logic.
  14. In the Logic string field, enter @String.contains(@toUpperCase(pxThread.pxThreadName),@toUpperCase("autothread")).
  15. On the Rule form, click SaveSave as.
  16. On the New tab, ensure that the context points to the application Ruleset and the @baseclass, and then click Create and open.

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