Operator ID form
Completing the General tab

Field

Description

Optional. Enter a title, such as Mr. or Ms.

Enter the full name of this user. This text is present in the navigation panel of standard portal displays. Enter up to 50 characters.

A few standard portal displays use the Short Description field — not the Operator Full Name value — to identify operators. For example, the selection lists presented to managers on the Process Work workspace use the Short Description. To have the system present the full names on such displays, copy the Operator Full Name value to the Short Description field.

Two standard properties pyFirstName and pyLastName exist but do not appear on the Operator ID form. If you enter a special character such as % between the first name and last name in this field, other processing in your application can extract values for pyFirstName and pyLastName from this value, which corresponds to property pyUserName.

Optional. Enter this user's job title or position.

Optional. Enter this user's business phone number. (If your system includes the optional PegaCALL component, a different property pyExtension holds the phone number; that property does not appear on the Operator ID form.)

Optional. Enter an e-mail address for messages sent from this user or sent by a Process Commander application to this user. The system does not check the format or validity of the address.
The pyEmailAddress property has a maximum length of 40 characters. You can overwrite this property with a higher maximum length if needed.

Select to allow applications to route additional assignments to the worklist of the user who is identified by this Operator ID data instance.

Clear to prevent routing tasks from adding assignments to the worklist.

This check box affects routing activities only. This check box does not affect the ability of this user to log in, enter work objects, or complete assignments already on the worklist. It does not prevent another operator or manager from transferring assignments to the worklist.

If selected and at runtime a routing activity (with parameter CheckAvailability set to true) attempts to send an assignment to the worklist of this Operator ID, the substitute operator if any is used instead. If no substitute is found, the routing activity adds the assignment to the worklist of the manager of this operator's work group.

Field

Description

For best results:

1. Prepare a small square image about 25 to 56 pixels on each side, in a JPG, GIF, or PNG format.
2. Click Browse... to navigate to the image file.
3. Click Upload Image... to upload the image file. A pop-up confirmation appears.
4. Click Save ().

When you save the Operator ID form, Process Commander creates an image content data instance (Data-Content-Image class) to hold the uploaded image file; the image is not part of the Operator ID instance.

If you later delete an Operator ID instance, any associated image content data instance is also deleted. If you copy an Operator ID instance using Save As.., the newly created Operator ID instance is not linked to the image.

Property .pyImageFileName links the Operator ID to an image content data instance.

Click Delete Image to end the connection to an image content data instance, and return to the default image. This does not delete the Data-Content-Image instance.

Field

Description

Select the name of an access group (a Data-Admin-Operator-AccessGroup instance) for this user.

You can specify multiple access groups. When more than one group is listed, designate one as the user's default group by clicking the radio button next to that group.

If this operator is to use a composite portal to enter work objects, and is to enter work objects for multiple applications, create a distinct access group for each application, and list them all here. See How to create a composite portal.

If the data instance identified in the Name or Division field does not reference an access group based on an application RuleSet, this field is required.