In this POC we will learn how we can send an assignment to an external user via Email for his/her input.
Demo Video:
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
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-175.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-174-1024x443.png)
Configure Collect Information Assignment
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-132.png)
Configure External Survey Assignment
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-133.png)
I have used Radio buttons
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-173-1024x486.png)
Now open Work parties – pyCaseManagementDefault
Delete the default entries – Both – List of valid parties and List parties that may repeat
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-134.png)
Add only Survey
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-135.png)
Create the SurveyDT – Data transform
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-136.png)
Create and open
Pages and Classes tab
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-137.png)
Definition tab
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-138.png)
Now add an Utility shape
addWorkObjectParty
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-139.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-140.png)
Now open External Survey Assignment
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-141.png)
Change
Route to – Custom
Assignment Type – External
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-142.png)
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.
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-143.png)
Create a correspondence – Add External Message and External Instructions
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-144.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-145.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-146.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-147.png)
Now go to the last flow action – External Survey
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-148.png)
Go to Action tab
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-149.png)
Scroll down – ‘If an assignment is not being performed’
Show Harness – ConfirmExternal
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-150.png)
To receive Emails from Pega to your Gmail account, do these two configuration changes
IMAP access – Select the radio button Enable IMAP
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-151.png)
Manage your Google Account — Security — Allow less secure app in securities
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-152.png)
Go to Records–Integration Resources
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-153.png)
Create
DefaultEmailAccount
OWZ28Z-MyApp-Work
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-154.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-155.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-156.png)
Test connectivity
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-157.png)
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.
Value: http://localhost:8080/prweb
DSS setting change
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-158.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-159.png)
Click Save
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-160.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-161.png)
Open the operator
MyExternalOperator
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-162.png)
Provide – Org-Div-Unit
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-163.png)
License Type Invocation
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-164.png)
Roles:
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-165.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-166.png)
Launch the case
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-167.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-168.png)
Email must have gone to chatwithdeb9@chatwithdeb9
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-169.png)
Click ‘here’ hyperlink in the Email
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-170.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-171.png)
![](https://mypegapoc.com/wp-content/uploads/2022/05/image-172.png)
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.