Posted: 28 Feb 2017 11:15 EST Last activity: 2 Mar 2017 11:26 EST
How to add newly created Case's pyID in the audit of current Case in the "Create Case" smart shape configuration
I am creating a top-level case via 'Create Case' smart shape. The requirement is to show newly created Case's pyID as the link in the current case's audit onclick of which should open the Case. How to achieve this? I have tried using a data transform parameter to set the Case ID to a parameter but this data transform is run in the context of newly created Case's work page. PFA doc for the design configuration screenshots.
Can anybody help me on this? Thanks in advance.
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I want to show the link in the audit screen as an item in the grid (PFB Screenshot). When I run the tracer, I see the data transform I am referring in 'Create Case' configuration is running on 'pyTopCasePage'.
Try to trace the flow rule, and identify param page, when Create Case smart getting executed. there must be an parameter having newly created case PyID on Current case parameter page. Used that param in audit.
I don't think there is a really simple way to do this. The Audit notes just display text so some customization of the audit / history screen will probably be required. With that in mind there are probably many different ways to do this. I have had a go at configuring something and have attached some details below in case it helps your configuration.
In my example I have assumed that you will only create a single case and am referencing the property used to store the case ID directly for my link.
Re-reading through the above I am not even 100% sure you wanted a clickable link. Did you just want to get the ID into the Audit?
Using Parameters with field values is a little different to other Pega Parameters. You can't just set them using the param.<parameter name> syntax. I'm not sure exactly where this is documented but there is an example here: