Atlas —
Standard Flow Actions
Connector and Connector/Local
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Process Commander contains dozens of standard flow action instances in the Work- class for you to use or copy and modify. You can reference them in your application or copy and modify them to meet your custom needs.
The table below lists important standard flow actions that can complete an assignment, known as connector flow actions, and those that can be either connector or local flow actions. A Y in the Use column indicates that this flow action can be used in both Local and Connector situations. See also Standard Flow Actions (Local).
Use this table as a starting point
only, to identify flow actions that may be useful for your
application. Do not rely on the second key part (property
pyAction) the Short Description
(property pyLabel) alone; review the entire flow
action rule for suitability for your requirements. Two flow
actions may have nearly identical function but distinct
Short Description text, each suitable in
context. Conversely, two flow actions may have similar
Short Description text but provide different
processing.
Users can select one of these flow
actions at runtime only if they hold the
AllFlowActions privilege or the
ActionZzzzz privilege, where Zzzzz is the name of
the standard flow action.
Except as indicated, these flow action rules have Work-. as the Applies To key part.
Flow Action (pyAction) |
Use |
Purpose |
More... |
| ActionStub | Y | Placeholder action with no input requirements. | |
| Approve | Y | Enter a note, record the user's approval of some previous assignment or question. | |
| Assign | Y | Send the assignment to another operator, by selecting first a work group and then the operator within that work group. | work group |
| AttachandHold | Y | Generate and attach Word correspondence. | About Word Template rules |
C |
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| CancelAssignment | C | Complete the current assignment and display the Confirmation harness. | |
| ChangeClass | Y | Change the work type (class) of the work object to a different type in the same work pool, re-editing property values as required.This can be used to correct an incorrect work type. For example, a work object initially recorded with a SuspendDelivery work type may actually be a CancelSubscription work type. | work type |
| Classify | N | Change the work type of the current work object to another work type in the current application (work pool), by selecting that work type from a selection box. For example, a work object initially entered as an Unclassified work type may, after more information becomes available, be classified as a Renewal work type. | work type |
| ConvertAttachment toPDF |
Y |
Converts an existing work object attachment that has a DOC file type, created by Microsoft Word, into a new work object attachment with a PDF file type. Select the attachment category containing the DOC file to start the conversion. The newest file attachment in that category is selected. Conversion may take several seconds.
Alternatively, your system can use PegaDISTRIBUTION Manager 3.3.5 and the standard Utility activity named Work-ConvertAttachmentToPDF to perform this conversion offline. |
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| CorrPrompt | Y | Prompt for correspondence fields. | |
| CorrVerify | N | Verify previously created but unsent correspondence. | |
E to H |
|||
| EditCategorized Attachment |
Y | Create a version of a Microsoft Word file attachment that has an attachment category. | attachment category |
| EngageExternal | Y | Start a new flow on this work object that creates an assignment to an external party. | How to provide external assignments through directed Web access |
| EngageManager | Y | Initiate new flow on work object that creates an assignment to the manager of the assignee. | |
| EngageStaffmember | Y | Initiate a new flow execution on work object that creates an assignment for another user. | |
| EnterInformation | Y | Allows the user to enter a note. | |
| EnterInformation External |
Y | Similar to EnterInformation, but allows an external user to enter a note. | directed Web Access |
| Finish | N | Save a work object without validation; the validate activity is not called. | |
| GetAppointmentList | Y |
Allows users to query the Microsoft Outlook calendars of other operators. Typically you use GetAppointmentList and SendMeetingRequest (see below) together. The operators would use GetAppointmentList first to determine whether another operator is available at a specific time and then use SendMeetingRequest to make the appointment Users must have Outlook installed on their
workstations and there's a one-time setup step. The
first time a user selects either
GetAppointmentList or
SendMeetingRequest, Process Commander uses
an ActiveX control ( |
|
| @baseclass. GoBack |
C | Submits the form immediately, without requiring any user inputs or confirmation. By default, not eligible for bulk processing. | |
I to R |
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| Notify | Y | Generate correspondence (notifications) to a party in a work object, allowing the user to select a correspondence rule from a list that includes only those compatible with the party's contact preferences. | contact preferences |
| NotifyExternal | N | Generate correspondence (notifications) to a party external to Process Commander. | |
| NotifyQuick | Y | Initiate correspondence (notifications) using a standard, quick form for rapid text entry. Can be sent to a party involved in the work object, or to any e-mail address. | |
| PickLanguage | Y | Select a language for the work object. | |
PortletAction 
|
Y | A template rule for flow action rules for portlets, configured to generate portlet-compliant HTML. | portlet, template rule |
| Previous | Jump to the most recent task completed earlier in the flow execution that is marked as an entry point. | entry point | |
| PreviousOperator S | Return to the most recently completed assignment, and restore that assignment to the worklist of the operator who last updated the work object, regardless of whether the assignment was originally on a worklist or in a workbasket. | ||
| Reject | N | Reject this work
object from further consideration, resolving it with a
status of Resolved-Rejected. |
resolution |
| RemoveSLA | N | Ends execution of the OverallSLA flow. Not useful in other flows. | How to set a service level for a work object |
| Resolve | N | Complete the current
assignment, resolving work object with a status of
Resolved-Completed. |
resolution |
| ResolveAsDuplicate | N | Complete the
current assignment, and resolve the work object with a
status of Resolved-Duplicate. |
duplicate |
| ResponseVerified | N | Affirm that the previous response to an information request is satisfied. | |
| RetryProblemFlow |
N | Retry last step of now-fixed problem flow. | flow problem |
S to Z |
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| SampleEmailToCustomer | Y | Sample e-mail message. | |
| SearchForDuplicates | Search for potential duplicates. Users can review the search results to mark any that are truly duplicates. If appropriate, set a ticket to resolve this current work object as a duplicate. | duplicate | |
| SelectCorrTemplate | Y | Select a correspondence rule to be used. | correspondence |
| SelectCorrType | Y | Select a correspondence type, such as e-mail. | correspondence type |
| SendMeetingRequest | Y |
Allows users to send Microsoft Outlook meeting requests to other operators. Typically you use GetAppointmentList and SendMeetingRequest (see below) together. The operators would use GetAppointmentList first to determine whether another operator is available at a specific time and then use SendMeetingRequest to make the appointment Users must have Outlook installed on their
workstations and there's a one-time setup step. The
first time a user selects either
GetAppointmentList or
SendMeetingRequest, Process Commander uses
an ActiveX control ( |
|
| SetTicket | Y | Turn on ("raise") a ticket for this object, with an explanatory note. | ticket |
| StandardTemplate | Y | Empty flow action rule, used as a template rule. | template rule |
| TakeOwnership | Y | Change ownership of the work object to the user's organization, division, and unit. | ownership |
| TransferTo Workbasket |
Y | Transfer this assignment into a workbasket. | workbasket |
| Verify | N | Record an affirmation by this user that prior work on this work object is correct. | verify |
| Withdraw | Y | Set (turn on) a ticket on the work object causing the system to resolve it as withdrawn, including a reason for the withdrawal. | ticket |
Conversion occurs
on the user's Windows workstation using a Windows
print driver from Amyuni Technologies. This driver is
installed upon first use of this feature; it remains
installed but is not available to other workstation
applications. This feature requires the open authoring
ActiveX control 
PRKB-25292 Integrating with
Outlook calendars.