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External assignments do not show in the Overview panel



In case of external assignment creation, the assignment link does not show in the Overview tab of the case. The Case Contents shows the pending assignments, closed assignments, and sub case links but lacks the entries for external assignments. 

Error Messages

Not Applicable

Steps to Reproduce

  1. Create an external assignment.
  2. Open the case when it is pending for external operation.

Root Cause

A defect in Pegasystems’ code or rules as it shows items only from worklist and workbasket classes and not from Assign-External class. 


Perform the following local-change:

1. Save the "pyAssignmentsLabel" control rule to the application ruleset.
2. Add the following code as per the screen shot below:

        bCanPerform = false ;

3. Save the "pyPopulateCaseContents" activity to the application ruleset and add the following steps.
Add 3 more steps between Step 1 and Step 2 of the activity so that external assignment data can be retrieved similar to how worklist and workbasket records are populated as in below steps.  

Here are steps expanded.

4. Add the Java code in the Java step of this activity.
// get the assignment instructions
String instructions = myStepPage.getString("pyInstructions");
String instructionsLabel = "";
if ((instructions != null) && (instructions.length() > 0)) {
    instructionsLabel = instructions;
// get the flow name
String flow = myStepPage.getString("pxFlowName");
String pyDesc = myStepPage.getString("pyLabel");
String flowName = "";
if ((flow != null) && (flow.length() > 0)) {
    flowName = flow;
//get localized label for instructions
if (!instructionsLabel.equals("")) {
    instructionsLabel = tools.getLocalizedTextForString("pyInstructions",instructionsLabel);

if (instructionsLabel.equals("")) {
    // if there are no instructions for this assignment
    if (flowName.indexOf('_') > 0) {
        // if the flow name has a weird underscore/number thing at the end
        instructionsLabel = tools.getLocalizedTextForString("pyCaption",pyDesc);    
    }else if (myStepPage.getString("pyLabel").equals("")) {
        instructionsLabel = tools.getLocalizedTextForString("pyCaption",flowName);    
        instructionsLabel = tools.getLocalizedTextForString("pyCaption",pyDesc);
// use this in the section to display the assignment label
myStepPage.putString("pyPropertyValue", instructionsLabel);

5. Create a "pyExternalAssignments" Report Definition rule which is referred in the "pyPopulateCaseContents" activity.


6. Pending-External records are now visible in the Case Contents. The link is disabled as it is not actionable for Pega users.

7. To show an “Assigned To” column add the “pxAssignedOperatorID” field to the “pyExternalAssignments” Report Definition.

8. Save the “pyAssignmentOwner” control rule by changing the “else if(className.startsWith("Assign-WorkBasket"))” code to “else if(className.startsWith("Assign-WorkBasket") || className.startsWith("Assign-External"))” in the java code.

Note: This issue was determined to be a product enhancement request.
Suggest Edit

Published November 10, 2016 - Updated October 8, 2020

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