Atlas — Standard Flow Actions
Connector and Connector/Local

Flow Action (pyAction)

Use

Purpose

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Placeholder action with no input requirements.

Enter a note, record the user's approval of some previous assignment or question.

Send the assignment to another operator, by selecting first a work group and then the operator within that work group.

Generate and attach Word correspondence.

C

Complete the current assignment and display the Confirmation harness.

Change the work type (class) of the work item 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 item initially recorded with a SuspendDelivery work type may actually be a CancelSubscription work type.

Change the work type of the current work item to another work type in the current application (work pool) by selecting that work type from a selection box. For example, a work item initially entered as an Unclassified work type may, after more information becomes available, be classified as a Renewal work type.

Converts an existing work item attachment that has a DOC file type, created by Microsoft Word, into a new work item 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.

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 prOpenAuthoring, and may require limited administrative privileges for the download/installation. For more information, see Working with PDF Forms and Documents, a PDF file available in the Integration area of the PDN.

Alternatively, your system can use PegaDISTRIBUTION Manager 3.3.5 and the standard Utility activity named Work-ConvertAttachmentToPDF to perform this conversion offline.

Prompt for correspondence fields.

Verify previously created but unsent correspondence.

E to H

Create a version of a Microsoft Word file attachment that has an attachment category.

Start a new flow on this work item that creates an assignment to an external party.

Initiate a new flow on a work object that creates an assignment to the manager of the assignee.

Initiate a new flow execution on work item that creates an assignment for another user.

Allows the user to enter a note.

Similar to EnterInformation, but allows an external user to enter a note.

Save a work item without validation; the validate activity is not called.

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, Pega 7 Platform uses an ActiveX control (PegaOutlookAddInCaller) to register with Outlook. The user must then restart Outlook. See PDN article Integrating with Outlook calendars.

Submits the form immediately, without requiring any user inputs or confirmation. By default, not eligible for bulk processing.

I to R

Generate correspondence (notifications) to a party in a work item, allowing the user to select a correspondence rule from a list that includes only those compatible with the party's contact preferences.

Generate correspondence (notifications) to a party external to Process Commander.

Initiate correspondence (notifications) using a standard, quick form for rapid text entry. Can be sent to a party involved in the work item, or to any email address.

Select a language for the work object.

A template rule for flow actions for portlets, configured to generate portlet-compliant HTML.

Jump to the most recent task completed earlier in the flow execution that is marked as an entry point.

Return to the most recently completed assignment, and restore that assignment to the worklist of the operator who last updated the work item, regardless of whether the assignment was originally on a worklist or in a workbasket.

Reject this work item from further consideration, resolving it with a status of Resolved-Rejected.

Ends execution of the OverallSLA flow. Not useful in other flows.

Complete the current assignment, resolving work item with a status of Resolved-Completed.

Complete the current assignment, and resolve the work item with a status of Resolved-Duplicate.

Affirm that the previous response to an information request is satisfied.

Retry the last step of a now-fixed flow error.

S to Z

Sample email message.

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 item as a duplicate.

Select a correspondence rule to be used.

Select a correspondence type, such as email.

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, PRPC uses an ActiveX control (PegaOutlookAddInCaller) to register with Outlook. The user must then restart Outlook. See PDN article Integrating with Outlook calendars.

Turn on ("raise") a ticket for this object with an explanatory note.

Empty flow action, used as a template rule.

Change ownership of the work item to the user's organization, division, and unit.

Transfer this assignment into a workbasket.

Record an affirmation by this user that prior work on this work item is correct.

Set (turn on) a ticket on the work object causing the system to resolve it as withdrawn, including a reason for the withdrawal.