Atlas — Standard activities for use in flows (interactive)

Name

Purpose

Creates an external assignment, an instance of the Assign-External class (or a subclass of this class), part of the Directed Web Access facility.

Creates a normal assignment (Assign-Worklist class) added to a user's worklist.

Creates a normal assignment (Assign-Workbasket class) added to a workbasket. If the workbasket doesn't exist, the assignment can be routed to the current user.

Name

Purpose

Send a single e-mail message to each work party identified in the work object.

Send an e-mail message to the Process Commander user who received the assignment. If the assignment is in a workbasket rather than a worklist, an e-mail message goes to the first operator listed in the Contacts array of the Workbasket tab.

Send an e-mail message to the Process Commander user who received the assignment. If the assignment is in a workbasket rather than a worklist, an e-mail message is sent to each operator listed in the Contacts array.

Name

Purpose

Routes the assignment into a workbasket (that is accessed and processed by an agent).

Routes the assignment to the worklist of the operator identified in the pyAssignedOperator property, after optionally checking that operator's availability.

Route the assignment to a party referenced in correspondence, found on the pyCorrPage page.

Routes the assignment to the worklist of the first operator found through a sequence of tests:

1. If a correspondence page named pyCorrPage is present on the clipboard, choose the operator who created the correspondence.
2. If an assignment page named newAssignPage is present, choose the operator identified in the pyAssignedOperatorID property on that page.
3. If the activity parameter identifies a workbasket, choose the manager of the work group to which that workbasket belongs.
4. If there is a current operator (the work object is not being processed by an agent), choose the manager of the work group of that operator.
5. In all cases, check operator availability and use the substitute if the selected operator is not available.

Routes the assignment to the worklist of the Cost Center manager (not the manager) of a user's organization unit.

Route the assignment to the user who entered the work object.

Routes the assignment to the worklist of the user who is accessing the work object (property pxRequestor.pyUserIdentifier), or the substitute.

Route to a work party who is identified as a customer (work party role equal to Customer). This routing can support Directed Web access.

Route to the result of a map value rule.

Route to the result of a decision tree rule.

Uses a map value rule RoutingRoles to identify a workbasket for current operator's organization that serves to hold deferred work objects. Conventionally, that workbasket is named Deferred@org.com.

Routes the assignment to the default workbasket of the work group that this user belongs to. This is not necessarily a workbasket with "default" as part of the workbasket name.

Supports load balancing within a work group. Finds operators in the work group who hold the required skills and are available. From those, chooses the operator who has the least urgent work. Routes to the manager of the work group if the first list is empty.

This skills-based routing rule examines the skills of each operator in a work group to find a match. To reduce processing demand, avoid this approach in situations where work groups may contain hundreds of operators.

Routes to a designated party already present in the work object, or to an operator identified in a parameter if the designated party is not present. Adds the operator as a work party of type Data-Party-Person.

Routes the assignment to the worklist of the manager of a user's organization unit.

Routes the assignment to the workbasket named default@zzzz.yyy, where zzzz.yyy identifies the name of the organization that this user belongs to.

Uses a map value rule named RoutingRoles to identify a workbasket that serves the current operator's organization to hold work objects for quality assurance testing. Conventionally, that workbasket is named QA@org.com.

Supports policy overrides, by routing an assignment to the administrator of the current organization. Override to designate other operators as reviewers.

Routes the assignment to an available operator who is designated to respond to flow problems. See flow problems.

Routes to a randomly selected operator within a specific work group who: (1) is scheduled to be available between the time the assignment starts and is due and (2) has the minimum skill proficiencies to complete the assignment.

This skills-based routing rule examines the skills of each operator in a work group to find a match. To reduce processing demand, avoid this approach in situations where work groups may contain hundreds of operators.

Uses a map value rule named RoutingRoles to identify a workbasket that serves the current operator's organization to hold work objects relating to support. Conventionally, that workbasket is named Support@org.com.

Uses a map value rule named RoutingRoles to identify an operator in the current operator's organization who is designated as a lead support person.

Routes the assignment to a workbasket identified in a parameter.

Routes the assignment to the worklist of the manager of the work group that this user belongs to.

Routes the assignment to the worklist of a specific user, identified in a parameter.

Routes the assignment to the worklist of a work party in the work object (if that operator is available), identified through a parameter.

Name

Purpose

Add a history instance to the history of a work object, depending on the value of a system setting rule named FilterHistory and a similar decision tree rule named FilterHistory. See History-Add method.

Adds a history instance with memo text from the value of the pyNote property.

Adds the current work object to an existing folder, creating a Link-Folder object and updating the work object history to record this addition.

Test whether a work object has an ID assigned.

Sends a Word DOC file attachment that is attached to the current work object to PegaDISTRIBUTION Manager (PDM) for conversion to Portable Document Format. Specify both the existing attachment category that contains the DOC file and a destination attachment category that will contain the PDF file. Requires PegaDISTRIBUTION Manager 3.3.5.

Supports CorrUpdate. Links the correspondence item on the page named pyCorrPage as an attachment to the work object. INTERNAL

Checks for messages on the pyCorrPage page.

Intermediate activity. Retrieves the correspondence rule. Determines the party's contact preference and address, based on a party role. Called by CorrNew. Calls CorrUpdate.

May record in work object history that a correspondence operation has failed.

Send correspondence (that requires no user interaction), and save it as an attachment to the work object. For email output, can send all work object attachments or selected work object attachments as email attachments. The optional Priority parameter allows the outgoing mail to be marked as high or low priority in certain e-mail client programs, such as Microsoft Outlook.

Supports the SendCorrespondence standard flow, alternative to CorrNew for correspondence requiring verification.

Places the correspondence item (on page pyCorrPage) into a queue to be sent out by an agent, or sends it out immediately, depending on a parameter.

Examines the correspondence rule to determine whether verification is required; if required, sets the pyTaskStatus property in the work object to the value VerificationRequired.

Search for other work objects that might be duplicates of this work object.

Supports the standard example flow Work-.StandardRequest. Uses a map value rule RoutingRoles to identify a workbasket for fulfillment.

Computes a work object ID for a new work object.

See flow problem flow.

Sets the pyTaskStatus to one of two text values (RandomSelected and RandomNotSelected) randomly, based on a percentage value 0 to 100 you input as a parameter. This allows a portion of work objects to be routed to specific groups, or for quality control sampling.

Updates various properties needed for reporting, when a work object becomes resolved.

Changes the status of a work object (not the status of an assignment), and adds a record of this change to the history of the work object.