Notifying users of routed assignments

Use a confirmation message to notify users when they complete an assignment and the next assignment in the life cycle requires action from another user or team.

  1. Open a flow by searching for it or by using the Application Explorer. For more information, see Finding rules by class.
  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 then select the name of a field value that contains a localized message.

    As a best practice, create confirmation notes that reflect the assignment instructions.

    For example, you can configure an assignment that has instructions to "Create a purchase order" with a confirmation note that says "A purchase order will now be created."

  5. If your application is built on a version prior to 7.1 of the Pega Platform, and it 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.
    By default, applications built on version 7.1 and later of the Pega Platform use the Work-.pyConfirmMessage section that displays the confirmation note of the current assignment only.
    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.
  6. Click Submit.
  7. Click Save.

At run time, the Work-.pyConfirmMessage section displays the confirmation note when the user completes an 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.