Posted: 13 Oct 2016 8:52 EDT Last activity: 19 Feb 2020 9:01 EST
Get directly into the first screen of work object without the need to click create case
Is there a way to get the users directly into the first screen of work object as they log in? We are trying to reduce one click by directly opening the first screen of work object for the users as soon as they log in. Is there a way?
***Updated by moderator: Lochan to add Categories***
If I understand what you are asking correctly then yes:
You need to enable the "Skip Create Harness" option on the Process Tab of the flow rule that starts the case. If you are using Pega 7 with steps / stages then this is by default the pyStartCase flow in the relevant class.
Enabling this will mean the case is created straight away and the first screen the user will see will be the first flow action of the process.
Thank you. My requirement is to get into the work object form without the need to Click the +create link in the user portal. your recommenation still requires to click the Create link. I believe l am A step closer. Any further advice, please
I'm not sure about creating a new case automatically on login, but you could configure link with the "Create Work" action on the home screen of the portal which would create the new object with a single click.