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NickBurks Member since 2013 3 posts
PEGA
Posted: 5 years ago
Last activity: 4 years 11 months ago
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How do I change step within a stage?

Hi All,

We're currently doing a POC for a customer here in the UK and we have the following Case design:

  1. Order Entry
    1. Find Customer and Contract
    2. Add Customer
    3. Add Contract
    4. Enter Order Detail
    5. Validate Order

Currently, when creating an order we have three possible stories:

A) If the user finds the customer and contract they proceed directly to 4. Enter Order Detail and then to 5. Validate Order

B) If the user finds the customer but not the contract then they go to 3. Add Contract then to 4. Enter Order Detail and then 5. Validate Order

C) If the user can't find the customer then they go to 2. Add Customer then to 3. Add Contract then to 4. Enter Order Detail and then to 5. Validate Order

The customer would like this functionality delivered so that they can select a customer or contract pair from a grid and then click a button to either create a new customer, contract or order.

I have attempted to use an activity and New-Flow to call the respective flows however some of the information is not being passed across as well as ResumeFlow.

Is there a standard way to move between steps within a stage and resume flow processing? I know there is the pxChangeStage activity which I have used before but I feel there ought to be something as simple to use for changing stages?

Cheers all!

***Updated by moderator: Marissa to close post***

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