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ENHANCED - CM - Advanced Process Design

The document provides an overview of advanced process design in Pega, focusing on the pyDefault case type and the use of subprocesses to modularize and simplify workflows. It explains how to add subprocesses, manage their context, and utilize flow actions within the process editor. Additionally, it includes guidance on unit testing and debugging to ensure effective application performance.

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harini ambati
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3 views21 pages

ENHANCED - CM - Advanced Process Design

The document provides an overview of advanced process design in Pega, focusing on the pyDefault case type and the use of subprocesses to modularize and simplify workflows. It explains how to add subprocesses, manage their context, and utilize flow actions within the process editor. Additionally, it includes guidance on unit testing and debugging to ensure effective application performance.

Uploaded by

harini ambati
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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ENHANCED

LESSON

Process design advanced


The flow of your business activities
Overview
Pega utilizes complex relationships
between discrete behaviors (rules)
to create application behavior and
the end user experience.
The following concepts are rule
types that will extend the
understanding of the complex
relationships that create
functionality in Pega.

© 2023 Pegasystems Classroom Experience Training Materials 2


pyDefault case type
rule
Dev Studio
• Expand the App Explorer
• Expand Process
• Expand Case Type
• Select pyDefault

© 2023 Pegasystems Classroom Experience Training Materials 3


pyDefault case type
The case life cycle is defined by a case type rule record named pyDefault.

© 2023 Pegasystems Classroom Experience Training Materials 4


pyDefault tabs
pyDefault rule defines the case life cycle

© 2023 Pegasystems Classroom Experience Training Materials 5


Schematics

Desig
n Case designer
Layer

Rule
Case type pyDefault
Layer

© 2023 Pegasystems Classroom Experience Training Materials 6


Subprocess

© 2023 Pegasystems Classroom Experience Training Materials


7
Subprocess

Represents a reference to another flow rule. Also called a


subflow.

• Create a subprocess by adding a step to a process in the life cycle of a case or


by adding specific shapes to a flow diagram
• Subprocesses modularize reusable events in the life cycle of a case.
• By default, the calling flow waits for the subprocess to finish running before it
moves to the next shape in the sequence.
• Each subprocess has a context, which might not be the same as the calling flow.

© 2023 Pegasystems Classroom Experience Training Materials 8


Subprocess - Details
Calling one process from another
process
• You can add a subprocess to a process in
a stage to call an existing flow in your
application.
• By using subprocesses, you can
compartmentalize functionality and
simplify the presentation of a process in
a case type.
Changing the context of a subprocess
• You can change the scope of a
subprocess that you call from a flow.
• By running a subprocess in the context
of a specific class or case, you can use
properties, rules, and other functionality
in your application that you cannot
access from the parent flow. © 2023 Pegasystems Classroom Experience Training Materials 9
Adding Subprocess - Studios (1 of 2)
• Click +STEP > More > Processes

© 2023 Pegasystems Classroom Experience Training Materials 10


Adding Subprocess - Studios (2 of 2)
• Select the subprocess needed for the case, then click Select.

© 2023 Pegasystems Classroom Experience Training Materials 11


Subprocess - Spinoff
Parallel process
Runs without causing the parent flow or another subprocess in the parent flow to
wait for it to finish
• A spin-off subprocess is one example of a parallel flow.

© 2023 Pegasystems Classroom Experience Training Materials 12


Subprocess
App or Dev Studio
1. Click Add Step
2. Select Subprocess
3. Add Subprocess steps

© 2023 Pegasystems Classroom Experience Training Materials 13


Schematics

Desig
n Case designer
Layer

Rule
Flow rule Subprocess
Layer

© 2023 Pegasystems Classroom Experience Training Materials 14


Connector flow
action

© 2023 Pegasystems Classroom Experience Training Materials


15
Adding flow actions from the process editor
• Configure Views for each Flow Action.
• Click on the connector to open and configure the Connector properties.

Flow Action rule

© 2023 Pegasystems Classroom Experience Training Materials 16


Adding flow actions from the process editor
• The user can select the different
actions.
• Likelihood controls the default view
and order of choices.
– Highest likelihood is the default.
– Higher likelihoods are in the order of
highest to lowest.

© 2023 Pegasystems Classroom Experience Training Materials 17


Schematics

Desig
n Case designer
Layer

Rule
Flow rule Flow action Section/view
Layer

© 2023 Pegasystems Classroom Experience Training Materials 18


Skill mastery
You understand:
• The pyDefault Case type rule
• pyStartcase flow
• Subprocesses
• Assignment shape as a decision

© 2023 Pegasystems Classroom Experience Training Materials 19


Unit testing and debugging guidance
• Process design is best tested by running the application.
– Walk through the diagram.
– Use the Information Tab at the bottom of each form to follow the progress of
Case Instance.
• A flow can be executed independently when in the Flow Rule prior to v8.5.
– Click Actions > Run.
• Run the tracer tool to see the rules being executed.

© 2023 Pegasystems Classroom Experience Training Materials 20

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