Adding a confirmation note to an assignment

You can add a confirmation note to an assignment to display a message when a user completes an assignment and a case is routed to another user for processing. By using confirmation notes, you can communicate to users what happens to a case after they finish an assigned task.

1. Open a flow by searching for it or by using the Application Explorer.

2. On the Diagram tab of the Flow form, double-click an assignment to open the Assignment properties dialog box.

3. In the Advanced section, click Assignment details.

4. In the Confirmation note field, press the Down Arrow key and select the name of a field value that contains a localized message.

   As a best practice, use a message that describes the next step in the life cycle of a case and relate this message to the assignment instructions.

   For example, you can configure an assignment that has instructions to "Create a purchase order" with a confirmation note that says "Thank you for your purchase order. It is now being processed."

5. If your application is built on a version prior to 7.1 of the Pega 7 Platform and uses the Work-pyWorkConfirmMessage section to display a confirmation note for an assignment and the flow that contains it, override the data transform that copies the confirmation note from the assignment to the flow.

   To override the data transform:

   1. Save a copy of the Work-.pySetConfirmationNote data transform to a ruleset in your application.

   2. Remove the step in the data transform that sets the value of the pyConfirmationNote property.

   3. Ensure that the applicable flows in your application contain a utility shape that calls the Work-SetConfirmationNote activity with the message for the confirmation note.

   By default, applications built on version 7.1 and later of the Pega 7 Platform use the Work-.pyConfirmMessage section that displays the confirmation note of the most recently processed assignment only.

6. Click Submit.

7. Click Save.

At run time, the confirmation note is displayed in the Work-.pyConfirmMessage section when the user completes the assignment, the case moves to the next step in the life cycle, and that step is assigned to a different user or a work queue. If a user processes two assignments sequentially, only the confirmation note from the second assignment is displayed.

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