In this POC we will learn how we can send an assignment to an external user via Email for his/her input.
Steps are as follows:
- Create a Case type – DWA_ExternalSurvey.
- Two assignments – Collect information and External survey.
- Open the Work Parties pyCaseManagementDefault – update it.
- Create SurveyDT data transform.
- Add and configure Utility shape – addWorkObjectParty.
- Open External Survey Assignment – Route to = Custom and Assignment Type = External.
- Change the Assignment details as well.
- Create a correspondence rule – SurveyCorr.
- Open External Survey flow action – Change the harness.
- Create an Email account to send Email from Pega.
- Change the settings in Gmail.
- Create an Operator – MyExternalOperator.
- Change the DSS and System settings.
Create a case type – External Survey
Configure Collect Information Assignment
Configure External Survey Assignment
I have used Radio buttons
Now open Work parties – pyCaseManagementDefault
Delete the default entries – Both – List of valid parties and List parties that may repeat
Add only Survey
Create the SurveyDT – Data transform
Create and open
Pages and Classes tab
Now add an Utility shape
Now open External Survey Assignment
Route to – Custom
Assignment Type – External
Scroll down to Advanced section and open the Assignment details – Fill the below details.
Create an operator – MyExternalOperator – we will configure the operator later in this article or you can scroll down and check the operator configuration now and come back to this step.
Create a correspondence – Add External Message and External Instructions
Now go to the last flow action – External Survey
Go to Action tab
Scroll down – ‘If an assignment is not being performed’
Show Harness – ConfirmExternal
To receive Emails from Pega to your Gmail account, do these two configuration changes
IMAP access – Select the radio button Enable IMAP
Manage your Google Account — Security — Allow less secure app in securities
Go to Records–Integration Resources
Update the Public Link URL value in 2 places. One is from DSS rule: PublicLinkURL and other one is from Dev Studio -> System > Settings > URLs.
DSS setting change
Open the operator
Provide – Org-Div-Unit
License Type Invocation
Launch the case
Email must have gone to [email protected]
Click ‘here’ hyperlink in the Email
After clicking the Click here hyperlink in the Email, If you get Access denied error then please,
- Log off from Pega, Log off from Gmail
- Close all the browser tabs.
- Clear the browser cache.
- Close the browser and reopen it.
- Login to Pega and Launch the case Type
- Login to Gmail and click the Click here link again.
- It should work.
This is the end of this article. I hope you will try it and let me know your inputs in the comment section.