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PegaRULES Process Commander®
Fast Start Guide Version 6.2 SP2
Copyright 2013 Pegasystems Inc., Cambridge, MA
All rights reserved.
This document describes products and services of Pegasystems Inc. It may contain trade secrets and proprietary information. The document and product are protected by copyright and distributed under licenses restricting their use, copying distribution, or transmittal in any form without prior written authorization of Pegasystems Inc.
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This document may include references to Pegasystems product features that have not been licensed by your company. If you have questions about whether a particular capability is included in your installation, please consult your Pegasystems service consultant.
For Pegasystems trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders.
Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time. This document is the property of: Pegasystems Inc. One Rogers Street Cambridge, MA 02142-1590 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com PegaRULES Process Commander® Document: Fast Start Guide Software Version: 6.2 SP2 Updated: January 23, 2013
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Contents Chapter 1: Overview .................................................................................... 6
Business Process Management ................................................................................................. 6
Structure of This Document ...................................................................................................... 7
Knowledgebase and Community .............................................................................................. 8
Prerequisites ................................................................................................................................. 8
Chapter 2: Using the Application ............................................................ 9
Creating a Purchase Order ......................................................................................................... 9
Adding Items to Your Purchase Order .............................................................................. 13
Approving the Purchase Order Request ................................................................................ 19
Chapter 3: Improving the Application ................................................. 22
Changing the Purchase Order Request Process .................................................................. 24
Defining a New Decision Table Rule .................................................................................. 35
Editing the Flow ..................................................................................................................... 42
Test Your Process Changes ................................................................................................. 49
Chapter 4: Updating the User Interface ............................................. 50
Building a New Flow Action rule ............................................................................................. 50
Building a Section rule .............................................................................................................. 52
Adding a Section rule to a Flow Action ............................................................................. 59
Editing the Flow .......................................................................................................................... 60
Inspecting Declarative Rules .............................................................................................. 62
Using the Declarative Rules Inspector .............................................................................. 63
Chapter 5: Reviewing Your Application .............................................. 65
Developing Applications by Changing Rules ........................................................................ 65
Technology Under the Covers ................................................................................................. 65
Chapter 6: Documenting Your Application ........................................ 67
Documenting the ASupply Application .................................................................................. 67
Appendix A: Application Document for ASupply ............................. 70
Application Overview ................................................................................................................. 75
Description .............................................................................................................................. 75
Business Objectives .............................................................................................................. 75
Actors ....................................................................................................................................... 75
Case Type Definitions ........................................................................................................... 75
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Work Types ............................................................................................................................. 75
Supporting Types .................................................................................................................. 75
RuleSets .................................................................................................................................. 75
Requirements ......................................................................................................................... 76
PurchaseOrder ............................................................................................................................ 76
Purchase Order - Flow .......................................................................................................... 76
Primary Path ...................................................................................................................... 77
Alternate Path 1 ................................................................................................................ 83
Alternate Path 2 ................................................................................................................ 84
Alternate Path 3 ................................................................................................................ 85
Other Specifications referenced in the application (outside of a Process) ............... 86
ApproveOrder - Specification ......................................................................................... 86
ConfirmOrder - Specification ......................................................................................... 86
EnterDeptInformation - Specification .......................................................................... 86
EnterItemInformation - Specification .......................................................................... 87
PurchaseOrder - Specification ....................................................................................... 87
RejectOrder - Specification ............................................................................................ 87
Entity Relationship Diagram ............................................................................................... 88
Properties Referenced .......................................................................................................... 88
Common ....................................................................................................................................... 89
Security ........................................................................................................................................ 89
Navigation ................................................................................................................................... 89
DataManagement ....................................................................................................................... 89
SysAdmin ..................................................................................................................................... 89
Requirements Matrix ........................................................................................................................... 90
Reports ......................................................................................................................................... 90
List Views ................................................................................................................................ 90
Summary Views ..................................................................................................................... 90
Report Definitions .................................................................................................................. 90
Correspondence ................................................................................................................................. 90
Acknowledgement .......................................................................................................................... 90
Integration .................................................................................................................................. 91
Services ................................................................................................................................... 91
Connectors .............................................................................................................................. 91
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Decisions ...................................................................................................................................... 91
Tables ....................................................................................................................................... 91
VPApproveOrder ............................................................................................................... 91
Trees ........................................................................................................................................ 92
Manager Review................................................................................................................ 92
Map Values .............................................................................................................................. 92
Whens ...................................................................................................................................... 92
ItemPrice ............................................................................................................................ 92
Security ............................................................................................................................................ 92
SLAs ................................................................................................................................................ 93
Activities ........................................................................................................................................... 93
Properties ......................................................................................................................................... 93
Declaratives ................................................................................................................................ 94
Expressions ............................................................................................................................. 94
.LineItemTotal ................................................................................................................... 94
.OrderTotal ......................................................................................................................... 94
Triggers ................................................................................................................................... 95
OnChange ............................................................................................................................... 95
Constraints .............................................................................................................................. 95
Specifications Matrix ............................................................................................................................ 95
Appendix B: The Designer Studio Toolbar and Tab Bar ................ 96
Toolbar Buttons and Functions ............................................................................................... 96
Tab Bar Button and Functions ................................................................................................. 98
Appendix C: Workstation Setup............................................................ 99
Internet Explorer Settings ....................................................................................................... 99
Temporary Internet Files Settings ..................................................................................... 99
Downloaded Program Files .................................................................................................. 99
Other Security Settings ...................................................................................................... 100
Performance Tips and Keyboard Shortcuts ........................................................................ 101
Appendix D: Installing the ASupply Application ........................... 102
Installing the ASupply Application .............................................................................. 102
Appendix E: Contacting Pegasystems ............................................... 106
Education Services .................................................................................................................. 106
Documentation Feedback ....................................................................................................... 106
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Chapter 1: Overview Welcome to the Fast Start Guide. This book introduces PegaRULES Process Commander (PRPC) and provides hands-on instructions for modifying an application built on PRPC. It also introduces terms and skills for application developers.
The hands-on tasks involve working with a small application called ASupply. The application allows employees of ASupply to submit purchase order requests using their Web browser and it automates the process of entering, routing, and approving purchase orders.
The ASupply application is intentionally incomplete and simplified. Your assignment is to make changes and enhancements to it. The tasks presented in this book show you how to extend the application by adding and modifying rules to meet the needs of ASupply. By following these exercises, you will learn to:
Navigate within the Designer Studio.
Change the rules to reflect new steps in a business process.
Create rules that enhance the application user interface and behavior.
Produce a Microsoft Word document that describes the application and lists its files, functions, and features.
You make the modifications on your PRPC system in a RuleSet designated for development. This book takes you step-by-step through each modification.
Business Process Management According to the Business Process Management Group (at www.bpmg.org), Business Process Management (BPM) is the organizational activity "that incorporates: Planning, Designing, Building, Operating, Maintaining, and Improving the business processes and their enabling capabilities forever and for everyone. Business processes are capabilities, as important as facilities, people, and technology. Like all assets they must be managed from inception to retirement.”
PRPC supports Business Process Management through rules for processes, assignments, routing, decisions, and automated processing. PRPC applications provide process management and automation through six functional capabilities, informally known as the Six R's:
Receiving — Accepting and capturing the essential data describing work from multiple sources, including keyboards, scanners, and external systems, in a wide range of media and formats.
Routing — Using characteristics of the work together with knowledge about the workforce to make intelligent matches and assignments.
Reporting — Providing real-time visibility of work in progress, work completed, productivity, bottlenecks, and quality.
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Responding — Communicating status, requests for information, and progress to the work originator and to other people involved in the work, by e-mail, fax, written mail, and other means.
Researching — Accessing external systems and databases through connectors to support analysis and decision-making.
Resolving — Completing the work and updating downstream systems promptly through automated processing and automated support of users.
PRPC is the only BPM solution that automates both the business rules and the business processes that drive work to completion.
Additionally, PRPC employs a sophisticated common object model to deliver the power of process and practice integration. This integration is achieved without the expense and resources associated with maintaining separate business process and rules databases, user interfaces, test environments, and production environments.
Structure of This Document This book includes the following chapters and appendices:
Chapter 2 describes how to use the ASupply application.
Chapter 3 describes how to improve the application by changing the purchase order request process.
Chapter 4 describes how to update the user interface.
Chapter 5 reviews all tasks you completed in the previous chapters.
Chapter 6 describes how to document your application using PRPC.
Appendix A provides the ASupply application documentation.
Appendix B provides a description of the icons and buttons found on the Designer Studio toolbar and tab bar.
Appendix C provides additional information that might be useful when setting up your workstation.
Appendix D describes how to install the ASupply application.
Appendix E describes how to contact Pegasystems for education services and documentation feedback.
Tip: Print Appendix B and have it available as you go through this book to help you learn about
the toolbar and tab bar buttons.
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Knowledgebase and Community The Pega Developer Network (PDN), located at http:/pdn.pega.com, is the primary technical resource area for the PRPC community. The PDN contains a broad range of technical articles including troubleshooting and “how-to” information, as well as a comprehensive and searchable knowledgebase to help speed application development.
Prerequisites To follow the steps in the hands-on exercises in this book, you need:
Access to a PRPC Version 6.2 SP2 system. This specific software version is required to accommodate the ASupply application that is used in the hands-on exercises. The installed Pega-ProcessCommander RuleSet version should not be lower than 06-02-20. Typically, the system administrator for your organization provides access to the organization’s installed PRPC system. The process for obtaining access is determined by your organization. Contact your system administrator to obtain the appropriate access and for assistance in verifying the version of the installed PRPC RuleSet.
The URL for logging into PRPC. The URL is usually obtained from your organization’s system administrator. It is typically in the format: http://<hostname>:<port>/prweb/PRServlet, where <hostname> is the system on which PRPC is installed and <port> is the assigned port. The URL is case sensitive.
The ASupply application. To install the application, follow the steps in Appendix D. If your organization has policies on who can install applications in PRPC, contact your organization’s system administrator for assistance.
Intel-based dual-core processor with at least 4GB of free RAM running a 32-bit or 64-bit version of Microsoft Windows 7 or Vista.
Microsoft Word 2002 or later (required to produce the Application document).
Microsoft Internet Explorer (IE) version 7, 8, or 9 with current Microsoft security patches. All pop-up blockers, such as those provided by Yahoo! or Google toolbars, must be disabled. Appendix C describes Internet Explorer settings appropriate for using PRPC.
Fast Start
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Fast Start Guide
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5. In the Purchase Order form, select IT from the Department Name selection box. In the Department Number field, type a number. Optionally, type a note in the Note field (Figure 2-5).
Figure 2-5. New Purchase Order
6. Click Create at the bottom of the form. This action transmits your input to the PRPC server and creates a work item according to the purchase order process defined in this application. The system assigns a sequential identifier called the work item ID to the work item. This ID is visible in the top bar of the user form (circled in Figure 2-6). In this application, the work item IDs begin with the prefix “P-” to identify purchase orders.
Figure 2-6. Purchase Order Request P-1
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Fast Start Guide
13
Adding Items to Your Purchase Order
1. On your worklist, locate the purchase order you created. Double-click the ID to reopen the purchase order form for additional processing. The Enter Item Information section appears in the form (Figure 2-8).
Figure 2-8. Enter Item Information Section
2. In the Item Name column, select an item from the drop-down list. When an item is selected, its price appears in the Price column.
3. Click in the Quantity field, enter a number for the quantity to be purchased, and then press the Tab key. The total charge (price multiplied by quantity) appears for that line item.
Note: Use the Tab key to advance from field to field. Do not use the Enter key, as pressing Enter
submits the form.
Fast Start
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Fast Start Guide
17
8. Select the Add Shipping Information check box. The Shipping Information fields appear in the form (Figure 2-12).
9. Type the shipping information for your purchase order. Use the Tab key to advance from field to field. Do not use the Enter key, as that submits the form.
Figure 2-12. Shipping Information
Fast Start
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Fast Start Guide
19
Approving the Purchase Order Request Managers or supervisors have access to all of the facilities available to application users and more. In this sample application, managers have the ability to approve or reject certain purchase orders.
1. Log into the system as [email protected] with the password password to access the ASupply application as a manager. The Case Manager portal appears (Figure 2-16).
Managers use different portal tabs and tools than their staff members do. As you are acting as a manager, you may be prompted with a Windows warning regarding one or a few additional ActiveX controls. Click Install each time. Figure 2-15 shows an example.
Figure 2-15. ActiveX Control Warning
2. In the ACORP Work Group, click Manager. The manager’s worklist appears in the work space on the right (Figure 2-16).
Figure 2-16. Manager’s Worklist
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20
3. Double-click the purchase order’s work item ID to open it (Figure 2-17).
Figure 2-17. Open the Purchase Order
4. Click Submit to approve the purchase order request.
Figure 2-18. Approve Purchase Order
The ASupply application displays a confirmation form (Figure 2-19). The resolved status indicates that the business process is complete.
Fast Start
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Fast Start Guide
22
Chapter 3: Improving the Application In this chapter, by working as a developer, you will extend the purchase order process to require a second approval on some purchase orders. To make the application more closely match ASupply’s business practices, you will modify the process flow to require a Vice President’s (VP) approval for those purchase order requests that meet all of the criteria for any row of the following table (Figure 3-1). At least one row must match the criteria for the purchase order to go to the VP for approval.
Dept Name Bill Customer Order Total IT >$1,000
HR >$500
Finance No
Finance Yes >$200
Legal Yes >$200
Legal No >$200
IT No >$2,000
Figure 3-1. ASupply Purchase Order VP Approval Criteria
For example, according to the criteria table:
If… Then The Department Name in the submitted
purchase order is set to Finance
And
The Bill Customer check box is unchecked
(clear)
VP approval is required, regardless of the total
amount of the order
However If… The Department Name is set to Finance
The Bill Customer check box is checked
The Order Total is $199.00
None of the rows contain criteria that are all met. In
this case, no VP approval is required
Fast Start Guide
23
When you complete the changes to the application to implement this policy, the revised process diagram will look like Figure 3-2, with the added shapes shown within the purple box.
Figure 3-2. Revised Process Diagram
Fast Start Guide
24
Changing the Purchase Order Request Process Follow these steps to learn about the Designer Studio. The Designer Studio is the portal in which application designers and developers perform their work.
1. Log into the system as Designer with the password password to access the Designer Studio.
If prompted with a Windows Security warning, click Install. (Figure 3-3 shows an example.) This might occur a few more times as Windows downloads each needed ActiveX control.
Figure 3-3. ActiveX Control Warning
The Designer Studio opens (Figure 3-4). If the Application Explorer does not display, click the arrow to select it from the list of Explorers.
Figure 3- 4. Designer Studio
The Application Explorer in the left panel provides quick access to this application’s rules. It presents a multi-level tree structure to browse for and perform operations on rules. Rules are organized into PRPC rule categories.
For example, the ASupply application contains the PurchaseOrder class which contains rules that belong to various rule type categories such as Process, Decision, and User Interface (Figure 3-5).
Fast Start
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27
Fast Start
6. Usingdiagr
7. In thof thewheethe m For dselec
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28
Fast Start Guide
29
9. Review the process diagram.
Figure 3-10. Process Modeler Process Diagram
The green circle at the top of the process diagram identifies the start of the business process in which a new purchase order request is created. Processing of each purchase order proceeds along the connectors from shape to shape.
The three green rectangles with clocks on them mark Assignment shapes (Enter Item Information, Confirm Order, and Manager Approve Order). Assignments are the steps in the process that require a human actor (here, a user or manager) to enter information or record their decisions. The orange diamond shape labeled Manager Review identifies an automated Decision. In this process, the automated Decision has two outcomes: Review or No Review.
Fast Start
10. In ththat paletpoint
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e toolbar, cit is always tte to the deter over eac
igure 3-11. P
lick to o visible, douesired locatich shape to
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s Palette
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alette so Shapes mouse
30
Fast Start
11. Befor
In thundeUpdatheir
Fi
12. When
Hoveand t
Fi
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re adding a
e toolbar, cerneath Manate Status C connectors
igure 3-12. S
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lick the Selager Approvompleted, U, as shown
elect Shapes
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diagram, ow: e, and
in blue.
cross ,
31
Fast Start
T
13. FrompositThis reque
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m the Shapesioning it belindicates thest is appro
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oss , es panel.
32
Fast Start
Fi
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igure 3-16. M
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33
Fast Start
17. In th
Fi
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igure 3-18. N
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Figure 3-19. D
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ng:
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-19).
34
Fast Start
Definin1. In th
Compfor th
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sert a new
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n Table Rorm, click thAllowed Reis case, the
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35
Fast Start Guide
36
3. Click the Table tab to bring it to the front. In this tab, you record the decision table logic as presented previously in Figure 3-1:
Dept Name Bill Customer Order Total IT >$1,000
HR >$500
Finance No
Finance Yes >$200
Legal Yes >$200
Legal No >$200
IT No >$2,000
Figure 3-21. Decision Table Logic
4. The decision table in this example has three inputs that are identified by property rules: DepartmentName, BillCustomer, and OrderTotal. Each column in the decision table (except the Return column) corresponds to a property. Use these steps to complete the Table tab:
a. Click the column heading cell (the cell just below the Conditions column title) to label the column in the matrix. A Property Chooser pop-up dialog displays (Figure 3-22).
Figure 3-22. Decision Table Property Chooser
Fast Start
b
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c
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f
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3-23. Select
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3-24. Decisio
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displays a
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roperties
add two roperty.
re 3-24).
37
Fast Start
b
6. Add tthe P
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a
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d
Guide
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Figure
the BillCustoProperty Cho
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ll Custome
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in Figure 3-
artment Napt (press thee IT.
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3-27). are b.
38
Fast Start
8. Add ashow
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9. Usingthe Bothe
Fi
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additional rown in Figure
Figure 3-28. D
g Figure 3-1Bill Customerwise (fina
igure 3-29. D
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3-29. In the
39
Fast Start
10. Click form the w
Fi
Guide
Save to indicates th
warning.
igure 3-30. D
o save the uhat the rule
Decision Table
updated dec was saved,
e Rule Warnin
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ng
rule. An ico warning. Cl
n at the toplick the + s
p of the ign to view
40
Fast Start
11. Click logic row ccannthe b
Fi
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nflicts to chars in the bo unreachabl The top row(IT and ord
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41
Fast Start Guide
42
Editing the Flow
1. Move the Manager Approve connector from the Update Status Completed Utility shape to the VP Approve Order Decision shape. To do this, select the Manager Approve connector. The connector displays in blue and connection points appear as dots at either end of the connector.
Figure 3-32. Select Connector
2. Click and drag the connection point from the Update Status Completed Utility shape to the top connector of the VP Approve Order Decision shape. A connector must make a valid connection to a shape. Valid connections display with a green connector line and a green outline around the target shape (Figure 3-33).
Figure 3-33. Move Connector
Fast Start Guide
43
3. Select and drag an Assignment shape below the VP Approve Order Decision shape, so that purchase order requests can be routed to the Vice President (Figure 3-34).
Figure 3-34. Add Assignment Shape
Fast Start
4. Hoveand tPrope
a
b
c
d
5. In thStatu
Fi
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er the mousethen doubleerties. On th
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rm. (A harne)
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44
Fast Start
6. In thclick
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igure 3-37. A
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igure 3-38. A
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igure 3-39. C
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45
Fast Start
9. This the Vautompurch
Fi
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46
Fast Start
12. DoubActioselec
Fi
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igure 3-42. R
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igure 3-43. Li
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to open the n arrow, dou
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. PRPC uses in the user
nt shape to r as follows:
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ood values
e Status
47
Fast Start
15. Click
Fi
Guide
to save
igure 3-45. U
your chang
Updated Proce
ges to the pr
ess Diagram
rocess.
48
Fast Start
Test YoTest you
1. Click selecmana
Fi
2. Creatthe e
3. EntercriterDepa
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igure 3-46. R
te a new puexample in C
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confirm the
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ties that proproval as shor over $100
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nch bar, seleed to log ou
using data v
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s the purchaal.
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st.
ttom of the e manager
ase order re
n the decisio
r. To log off
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ar to those
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quest, the r
on table rule
f, click the L
then work user,
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e is
Logout
49
Fast Start
ChapCurrentlyapprovinrequires option to
In this chdetails.
BuildiRecall frohandled actions dthe user
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pter 4y, the Vice Png or rejecti the VP to eo enter a no
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50
Fast Start
5. CfoT
6. Cducr
Guide
Figure
Click Createorm. In the his label, VP
Figure
Click Save isplay user sed to implereate a sect
e 4-2. New Flo
to create thShort DescrP Approve, w
e 4-3. VPAppr
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ow Action Dia
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rove Flow Act
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tion Rule Form
w VPApprov VP to entereatures for a
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ve flow actior informationa flow action
d display theen VP and Aon.
on rule doesn. Section rn. Next, you
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s not rules are u will
51
Fast Start
Buildi1. From
Purc
2. Click and s
F
3. The N
a
b
c
d
Guide
ing a Sem the ApplicachaseOrder
the + icon select New
Figure 4-4. Se
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Figure 4-5. N
ection ruation Explorr class.
to expand t from the co
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the Userontext menu
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e category, r4).
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+ icon to ex
right-click S
ollowing:
xpand the
Section,
52
Fast Start
4. Click Desig
5. Click
F
6. Add
thethe
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7. In ttheexa
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Create to cgner Studio
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Figure 4-6. V
d a field in w
e Basic icon e Field colum
Figure 4-7. Te
the Field coe Cell Properact case and
Figure 4-8. C
Click the OpeNew property
create the n (Figure 4-6
save the VP
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which the VP
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ntrol
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orm in the b.
o this, click
drag it to
to open using the
opens a
53
Fast Start
9. Mseru
10. InRbu
11. Inofrta
Guide
Figure
Make sure thelected in thule (Figure 4
n the Cell PrRequired chefore it is suser to enter
Figure
n the Label pen the Celrom Text Inab, notice th
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59
Adding a Section rule to a Flow Action Now that the section is created, add it to the VPApprove flow action so that the Approval Code and Note user interface elements display as the VP completes the assignment.
1. Return to the VPApprove flow action rule form by clicking its tab in the Designer Studio (Figure 4-21).
Figure 4-21. VPApprove Flow Action Rule Form
2. In the Application Explorer, expand the Section rule type to locate the newly created VPApproval section. Select the blue dot to the left of the VPApproval section in the Application Explorer. Each blue dot identifies a single rule. The blue dot turns yellow, indicating that it is selected. Drag it into the VPApprove flow action rule form, dropping it onto the <drag section here> area (Figure 4-22).
Figure 4-22. Drag VPApproval Section into VPApprove Flow Action
3. When you release the mouse button, the VPApprove flow action rule form displays a section reference to the VPApproval section (Figure 4-23).
Fast Start
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61
Fast Start Guide
62
c. As manager, approve the request. It is now assigned to the VP.
Figure 4-27. VP Approval Pending
The VP is now required to enter an approval code and may also enter an optional note (Figure 4-28).
Figure 4-28. Approval Code
d. Enter a note and click Submit to finish the process.
Inspecting Declarative Rules This application calculates several properties with declarative rules, which are rules that define calculations among property values. For example, each LineItemTotal is the value of the item’s Price multiplied by Quantity.
To see the list of declarative rules, go to the Application Explorer, select the ASupply-FW-ASupply-Work class, expand the Decision category, and then expand the Declare Expressions category as shown in Figure 4-29.
Figure 4-29. Declare Expressions in Application Explorer
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65
Chapter 5: Reviewing Your Application By following Chapters 3 and 4 in this tutorial, you used rule forms and the Process Modeler to refine the ASupply application. PRPC uses sophisticated industry-standard technologies to implement your changes without requiring you to directly specify coding-level details. You do not need advanced IT skills to produce applications that are functional, easy to use, and visually appealing.
Developing Applications by Changing Rules You created a few new rules in the ASupply RuleSet that include the following:
A decision table rule, VPApproveOrder, controls which purchase order requests are routed to the VP for review.
A property rule, ApprovalCode, holds an input value entered by the Vice President.
A flow action, VPApprove, prompts the VP with two new fields after the VP approves a purchase order request.
A section, VPApproval, provides the user interface for the VPApprove flow action.
These new rules supplement the original set of rules in the ASupply RuleSet, which defined the application before you changed it. As you will see in Chapter 6, Documenting Your Application, and from the application document in Appendix A, the ASupply RuleSet contains about 125 rules.
The Application Explorer provides designers and developers with quick access to rules in the ASupply RuleSet. These rules, in turn, build on hundreds of built-in, out-of-the-box standard rules that are present in every PRPC system and which form the foundation building blocks of applications.
Technology Under the Covers If you are familiar with the technologies mentioned below, you can appreciate the power and breadth of PRPC as a development environment.
A property rule (for example, the ApprovalCode property) corresponds to a scalar variable.
Flow action rules are converted to HyperText Markup Language (HTML).
The Process Modeler representation of a business process is converted internally to an XML (eXtended Markup Language) document that later becomes a Java class.
Rules and other data are stored in a relational database supported by any of several popular database products from Oracle, Microsoft, or IBM.
Computations, such as declarative rules and decision table rules, are transformed into efficient Java programs.
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Autogenerated Controls simplify design and maintenance, eliminating the need for hand-coding, improving performance, and ensuring browser independence and compatibility.
Grid layouts enable users to view and edit values of a Page List or Value List property or a Report Definition in a spreadsheet format. Grids are created dynamically and have as many rows as needed to display the requested data.
The architecture and design of PRPC provides these benefits:
Inheritance and polymorphism enable you to build applications by overriding or extending existing rules. For example, the flow rule that you saved into the higher RuleSet Version overrides (supersedes) the initial flow rule that was delivered with the ASupply application.
Through hardware clustering, one PRPC system can support thousands of users in multiple locations who enter, work on, and resolve millions of work items.
Applications can be developed iteratively with incremental enhancements.
Developers can use the Run menu in the Quick Launch bar to quickly switch from a development task to a testing task and back to a development task, as you did.
PRPC applications can interface with other systems using a wide variety of industry-standard technologies (such as SOAP / Web services, e-mail, relational databases, J2EE facilities including Enterprise JavaBeans, and JavaServer Pages).
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67
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2. In the Application Document wizard, select the ASupply application, the ASupply application template, and specify the Detail Level, for example, Full Application Documentation. For more information about the Application Document wizard, click the Help button
in the upper right of the wizard.
Figure 6-2. Application Document Wizard
3. Click the Order chevron at the top of the screen to proceed to the next page.
Figure 6-3. Order Chevron
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69
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Appendix A: Application Document for ASupply The following pages show the document created by PRPC for the ASupply application.
Note: Page breaks, page numbering and fonts in the generated ASupply document have
been modified for inclusion in this book.
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Application Document for ASupply 01.01.01 ASupply
Created by: Designer On March 12, 2012
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Copyright 2013
Pegasystems Inc., Cambridge, MA
All rights reserved. This document describes products and services of Pegasystems Inc. It may contain trade secrets and proprietary information. The document and product are protected by copyright and distributed under licenses restricting their use, copying distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This document is current as of the date of publication only. Changes in the document may be made from time to time at the discretion of Pegasystems. This document remains the property of Pegasystems and must be returned to it upon request. This document does not imply any commitment to offer or deliver the products or services described. This document may include references to Pegasystems product features that have not been licensed by your company. If you have questions about whether a particular capability is included in your installation, please consult your Pegasystems service consultant. For Pegasystems trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders. Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time. This document is the property of: Pegasystems Inc. 101 Main Street Cambridge, MA 02142-1590 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com
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Contents Application Overview ................................................................................. 75
Description .................................................................................................................................. 75
Business Objectives ................................................................................................................... 75
Actors ........................................................................................................................................... 75
Case Type Definitions ............................................................................................................... 75
Work Types ................................................................................................................................. 75
Supporting Types ....................................................................................................................... 75
RuleSets ....................................................................................................................................... 75
Requirements .............................................................................................................................. 76
PurchaseOrder ............................................................................................. 76
Purchase Order - Flow .............................................................................................................. 76
Primary Path ........................................................................................................................... 77
Alternate Path 1 ..................................................................................................................... 83
Alternate Path 2 ..................................................................................................................... 84
Alternate Path 3 ..................................................................................................................... 85
Other Specifications referenced in the application (outside of a Process) .................... 86
ApproveOrder - Specification .............................................................................................. 86
ConfirmOrder - Specification .............................................................................................. 86
EnterDeptInformation - Specification ............................................................................... 86
EnterItemInformation - Specification ............................................................................... 87
PurchaseOrder - Specification ............................................................................................ 87
RejectOrder - Specification ................................................................................................. 87
Entity Relationship Diagram .................................................................................................... 88
Properties Referenced ............................................................................................................... 88
Common .......................................................................................................... 89
Security ........................................................................................................... 89
Navigation ...................................................................................................... 89
DataManagement ........................................................................................ 89
SysAdmin ........................................................................................................ 89
Requirements Matrix .............................................................................................. 90
Reports ............................................................................................................ 90
List Views ..................................................................................................................................... 90
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Summary Views ......................................................................................................................... 90
Report Definitions ...................................................................................................................... 90
Correspondence .................................................................................................... 90
Acknowledgement............................................................................................................................... 90
Integration .................................................................................................... 91
Services ........................................................................................................................................ 91
Connectors .................................................................................................................................. 91
Decisions ........................................................................................................ 91
Tables ........................................................................................................................................... 91
VPApproveOrder .................................................................................................................... 91
Trees ............................................................................................................................................. 92
Manager Review .................................................................................................................... 92
Map Values .................................................................................................................................. 92
Whens ........................................................................................................................................... 92
ItemPrice ................................................................................................................................. 92
Security ................................................................................................................ 92
SLAs 93
Activities .............................................................................................................. 93
Properties ............................................................................................................. 93
Declaratives ................................................................................................... 94
Expressions ................................................................................................................................. 94
.LineItemTotal ........................................................................................................................ 94
.OrderTotal .............................................................................................................................. 94
Triggers ........................................................................................................................................ 95
OnChange .................................................................................................................................... 95
Constraints .................................................................................................................................. 95
Specifications Matrix .............................................................................................. 95
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Application Overview
Description Initial implementation of a system that will centralize and automate the purchasing function for corporate employees.
Business Objectives
Centralize the purchasing function for employees across the corporation Automate decisioning and routing of purchase orders
Actors
Actor Type Count Access Method
Employee Operator 2000 Total Users Per Week Browser
Manager Operator 50 Total Users Per Week Browser
Case Type Definitions Case Type Prefix Starting Process
Work Pool: ASupply (Work Pool: ASupply) C-
ASupply (ASupply) C- No Processes Defined.
Purchase Order (Purchase Order) P- PurchaseOrder
Work Types Name Implementation Class
PurchaseOrder ACORP-FW-ASupply-Work-PurchaseOrder
Supporting Types Name Description
Common Specifications shared by multiple work types
Security Specifications dealing with authentication, authorization
Navigation Specifications specific to getting between work types and general application processing
DataManagement Specifications specific to managing lists of products, reference data tables, broadcast messages
SysAdmin Specifications specific to managing operator profiles, calendars, skills, rule migration/promotion
RuleSets RuleSet Version Description Prerequisites
ASupply 01-01-02 RuleSet to identify, manage, and control the set of rule instances that define ASupply application
Pega-ProcessCommander:06-02-20 ASupplyInt:01-01-01
ASupplyInt 01-01-01 Integration RuleSet for ASupply framework Pega-ProcessCommander:06-02-20
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RuleSet Version Description Prerequisites
ACORP:01-01-01
ACORP 01-01-01 Created by Initial Setup Wizard Pega-ProcessCommander:06-02-20
ACORPInt 01-01-01 ACORPInt Pega-ProcessCommander:06-02-20
Requirements ID Name Category Status Description
ApprovalLevel ApprovalLevel Business Rule
Complete Pruchase requests are routed to managers based on total dollar values as described in the corporate accounting manual
PurchaseItems PurchaseItems Business Rule
New The list of items an employee can request is based on the employee's grade level.
RejectReason RejectReason Business Rule
New A list of reject reasons is presented to managers and fulfillment operators who select from the list.
PurchaseOrder Implementation: ACORP-FW-ASupply-Work-PurchaseOrder
Description: Edit this Description
Purchase Order - Flow Rule Name: PurchaseOrder Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-02
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Flow Diagram
Primary Path
Start Implementation: New Referenced By: Purchase Order - Flow (Page 76) Rule Name: New Applies to Class: ACORP-FW-ASupply-Work RuleSet: ASupply : 01-01-01
Enter Item Information - Assignment Implementation: WorkList Parameters: DoNotPerform = false Instructions = Enter item information HarnessPurpose = Perform
default service level - SLA Referenced By: Enter Item Information - Assignment (Page 77) in Purchase Order - Flow (Page 76) Rule Name: Default Applies to Class: Work-
Long Description: Default service level Usage: The goal is that each work object will be completed in two days.
The deadline is that each work object must be completed within 5 days.
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RuleSet: Pega-ProCom : 06-02-01 Initial Urgency: 0 Assignment is ready for work:
Goal Deadline Late
Interval from when assignment is ready Repeating interval from Deadline
Days 2 5
+ HH:MM:SS 0 : 0 : 0 0 : 0 : 0 : :
In Business Days? Yes Yes No
Urgency 0 0
Escalation Activity
Perform work object - Harness Referenced By: Enter Item Information - Assignment (Page 78) in Purchase Order - Flow (Page 76) Rule Name: Perform Applies to Class: ACORP-FW-ASupply-Work RuleSet: ASupply : 01-01-01
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Enter Item Information - Transition Implementation: EnterItemInformation Referenced By: Purchase Order - Flow (Page 76) Rule Name: EnterItemInformation Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-01
Confirm Order - Assignment Implementation: WorkList Parameters: DoNotPerform = false Instructions = Confirm order HarnessPurpose = Perform
default service level - SLA Referenced By: Confirm Order - Assignment (Page 77) in Purchase Order - Flow (Page 76) See default service level (Page 77)
Perform work object - Harness Referenced By: Confirm Order - Assignment (Page 78) in Purchase Order - Flow (Page 76) See Perform work object (Page 78)
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Confirm Order - Transition Implementation: ConfirmOrder Referenced By: Purchase Order - Flow (Page 76) Rule Name: ConfirmOrder Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-01
Manager Review - Decision Implementation: ManagerReview Referenced By: Purchase Order - Flow (Page 76) Rule Name: ManagerReview Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-01 • if .OrderTotal > 100 then RETURN review otherwise RETURN noreview
Manager Approve Order - Assignment Implementation: WorkList Parameters: DoNotPerform = false Instructions = Approve Order HarnessPurpose = Perform
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default service level - SLA Referenced By: Manager Approve Order - Assignment (Page 77) in Purchase Order - Flow (Page 76) See default service level (Page 77)
Perform work object - Harness Referenced By: Manager Approve Order - Assignment (Page 78) in Purchase Order - Flow (Page 76) See Perform work object (Page 78)
Manager Approve - Transition Implementation: ManagerApprove Referenced By: Purchase Order - Flow (Page 76) Rule Name: ManagerApprove Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-01
VP Approve Order - Decision Implementation: VPApproveOrder Referenced By: Purchase Order - Flow (Page 76) Rule Name: VPApproveOrder Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-02
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Conditions Actions
DepartmentName BillCustomer OrderTotal Return
= = =
if IT >1000 True
else if HR >500 True
else if Finance =False True
else if Finance =True >200 True
else if Legal =True >500 True
else if Legal =False >200 True
Otherwise False
Update Status Completed - Utility Implementation: UpdateStatus Parameters: StatusWork = Resolved-Completed Referenced By: Purchase Order - Flow (Page 76) Rule Name: UpdateStatus Applies to Class: Work-
Long Description: Update the status of a work item, and call Resolve if it has been Resolved. Usage: The activity gets called from various places including Work-NewAssign, Work-NewAssignBasket etc. It sets the status and calls
another activity 'RecalculateAndSave' to update the urgency, timestamps and to save the work object. RuleSet: Pega-ProcessEngine : 06-02-20
Decides what action to take based on pyworkstatus - Tree Referenced By: Updates the status of a work item - Activity (Page 82) Rule Name: pyCheckResolvedStatus Applies to Class: Work- RuleSet: Pega-ProcessEngine : 06-02-01 • if "Resolved-Completed" then RETURN "check" • if "Resolved-Withdrawn" then RETURN "cancel" • if "Resolved-Duplicate" then RETURN "cancel" • if "Resolved-Revoked" then RETURN "cancel" • if "Resolved-Rejected" then RETURN "cancel" otherwise RETURN "other"
Send Correspondence - Utility Implementation: CorrCreateAndSend Parameters: SendAllAttachments = false SendNow = true Broadcast = false CorrName = Acknowledgement PartyRole = Customer Referenced By: Purchase Order - Flow (Page 76) Rule Name: CorrCreateAndSend Applies to Class: Work-
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Long Description: Creates a single correspondence Usage: This activity is called by CorrNew activity. It creates the correspondence record and calls the activity CorrUpdate.
RuleSet: Pega-ProcessEngine : 06-02-01
Alternate Path 1
VP Approval - Assignment Implementation: WorkList Parameters: DoNotPerform = false ConfirmationNote = VP Review is required Instructions = VP Approval Pending HarnessPurpose = Perform
default service level - SLA Referenced By: VP Approval - Assignment (Page 77) in Purchase Order - Flow (Page 76) See default service level (Page 77)
Perform work object - Harness Referenced By: VP Approval - Assignment (Page 78) in Purchase Order - Flow (Page 76) See Perform work object (Page 78)
VP Approve - Transition Implementation: VPApprove Referenced By: Purchase Order - Flow (Page 76) Rule Name: VPApprove Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-02
Fast Start Guide
84
Alternate Path 2
Reject - Transition Implementation: Reject Referenced By: Purchase Order - Flow (Page 76) Rule Name: Reject Applies to Class: Work-
Long Description: This flow action is for rejecting the work object. Usage: Used by the StandardEvaluate flow. Approval flows should use the Disapprove flow action, not Reject.
RuleSet: Pega-EndUserUI : 06-02-01
Fast Start Guide
85
Set the resolved properties - Activity Referenced By: Reject - FlowAction (Page 84) Rule Name: ActionResolve Applies to Class: Work-
Usage: Called by the flow action Resolve/Reject/ResolveAsDuplicate. casad created in 050401 RuleSet: Pega-ProCom : 06-02-01
Update Status Rejected - Utility Implementation: UpdateStatus Parameters: StatusWork = Resolved-Rejected Referenced By: Purchase Order - Flow (Page 76) See Updates the status of a work item (Page 82)
Alternate Path 3
Reject - Transition Implementation: Reject Referenced By: Purchase Order - Flow (Page 76)
Fast Start Guide
86
See Reject (Page 84)
Set the resolved properties - Activity Referenced By: Reject - FlowAction (Page 84) See Set the resolved properties (Page 85)
Other Specifications referenced in the application (outside of a Process)
ApproveOrder - Specification Rule Name: ASupply | PurchaseOrder | ApproveOrder RuleSet: ASupply : 01-01-01
Details
Actors: Manager
Triggers: Web Browser
Complexity: Medium
Description
Manager must approve order totaling more than $100
ConfirmOrder - Specification Rule Name: ASupply | PurchaseOrder | ConfirmOrder RuleSet: ASupply : 01-01-01
Details
Actors: Employee
Triggers: Web Browser
Complexity: Low
Description
Not Yet Defined
EnterDeptInformation - Specification Rule Name: ASupply | PurchaseOrder | EnterDeptInformation RuleSet: ASupply : 01-01-01
Details
Actors: employee
Triggers: Web Browser
Complexity: Low
Description
Fast Start Guide
87
Department information is defaulted into the purchase request form but the employee can overwrite it if not correct.
EnterItemInformation - Specification Rule Name: ASupply | PurchaseOrder | EnterItemInformation RuleSet: ASupply : 01-01-01
Details
Actors: Employee
Triggers: Web Browser
Complexity: Medium
Description
Enter the items to purchase.
PurchaseOrder - Specification Rule Name: ASupply | PurchaseOrder | PurchaseOrder RuleSet: ASupply : 01-01-01
Details
Actors: Any
Triggers: Web Browser
Complexity: Low
Description
Enter department information
RejectOrder - Specification Rule Name: ASupply | PurchaseOrder | RejectOrder RuleSet: ASupply : 01-01-01
Details
Actors: Manager
Triggers: Web Browser
Complexity: Low
Description
Not Yet Defined
Fast Start Guide
88
Entity Relationship Diagram
Classes Referenced In Diagram: ACORP-Data-Order, Data-Party
Properties Referenced Rule Name Label Mode Type RuleSet
Add Shipping AddShipping Single Value TrueFalse ASupply
Approval Code ApprovalCode Single Value Text ASupply
Bill Customer BillCustomer Single Value TrueFalse ASupply
Contact Information ContactInformation Page Data-Party ASupply
Department Name DepartmentName Single Value Text ASupply
Department Number DepartmentNumber Single Value Text ASupply
Order Order PageList ACORP-Data-Order ASupply
Order Date OrderDate Single Value Date ASupply
Order Total OrderTotal Single Value Decimal ASupply
Payment Date PaymentDate Single Value Date ASupply
py Action Prompt Action Single Value Text Pega-WB
py Attachment Type Attachment Type Single Value Text Pega-ProCom
py Caption Window Caption Single Value Identifier Pega-RULES
py Confirmation Note Confirmation Note Single Value Text Pega-ProCom
py Description Description Single Value Text Pega-RULES
py Elapsed Status New Elapsed in Status New Single Value Decimal Pega-ProCom
py Elapsed Status Open Elapsed in Status Open Single Value Decimal Pega-ProCom
py Elapsed Status Pending Elapsed in Status Pending Single Value Decimal Pega-ProCom
py ID Work ID Single Value Text Pega-ProCom
py Include Sub Cases pyIncludeSubCases Single Value TrueFalse Pega-EndUserUI
py Instructions Instructions Single Value Text Pega-ProCom
Fast Start Guide
89
Rule Name Label Mode Type RuleSet
py Label Label Single Value Text Pega-ProCom
py Note Routing/Transfer note Single Value Text Pega-ProCom
py Orig User ID Originating User ID Single Value Text Pega-ProCom
py Problem Reason Problem Reason Single Value Text Pega-ProCom
py Root Cause Root Cause Single Value Text Pega-ProCom
py Selected Selection Flag Single Value TrueFalse Pega-ProCom
py SLA Deadline SLA Deadline Single Value DateTime Pega-ProCom
py SLA Goal SLA Goal Single Value DateTime Pega-ProCom
py Specialty Component Data pySpecialtyComponentData Single Value Text Pega-UIEngine
py Status Customer Sat Customer Satisfaction Status Single Value Text Pega-ProCom
py Status Work Work Status Single Value Text Pega-ProCom
py Template Input Box InputboxTemplate Single Value Text Pega-UIDesign
py Work ID Prefix Work ID Prefix Single Value Text Pega-ProCom
py Work Party Parties PageGroup Data-Party Pega-ProCom
Urgency Assign Urgency of Assignment Single Value Decimal ASupply
Common Description: Specifications shared by multiple work types
Security Description: Specifications dealing with authentication, authorization
Navigation Description: Specifications specific to getting between work types and general application processing
DataManagement Description: Specifications specific to managing lists of products, reference data tables, broadcast messages
SysAdmin Description: Specifications specific to managing operator profiles, calendars, skills, rule migration/promotion
Fast Start Guide
90
Requirements Matrix Requirement Category External
ID Status Description Linked To
Approval Level Business Rule
Complete Pruchase requests are routed to managers based on total dollar values as described in the corporate accounting manual
A Supply 01.01.01 (
Application)
Purchase
Items Business Rule
New The list of items an employee can request is based on the employee's grade level.
A Supply 01.01.01 (
Application)
Reject Reason Business Rule
New A list of reject reasons is presented to managers and fulfillment operators who select from the list.
A Supply 01.01.01 (
Application)
Reports
List Views Applies To Name Description RuleSet
ACORP- Data- Line Item
Details Data Table Class Editor Added by wizard A Supply
Summary Views None found
Report Definitions None found
Correspondence
Acknowledgement Rule Name: Acknowledgement Email Applies to Class: ACORP-FW-ASupply-Work RuleSet: ASupply : 01-01-01
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91
Integration
Services None found
Connectors None found
Decisions
Tables
VPApproveOrder Rule Name: VPApproveOrder Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-02
Conditions Actions
Fast Start Guide
92
Conditions Actions
DepartmentName BillCustomer OrderTotal Return
= = =
if IT >1000 True
else if HR >500 True
else if Finance =False True
else if Finance =True >200 True
else if Legal =True >500 True
else if Legal =False >200 True
Otherwise False
Trees
Manager Review Rule Name: ManagerReview Applies to Class: ACORP-FW-ASupply-Work-PurchaseOrder RuleSet: ASupply : 01-01-01 • if .OrderTotal > 100 then RETURN review otherwise RETURN noreview
Map Values None found
Whens
ItemPrice Rule Name: ItemPrice Applies to Class: ACORP-Data-LineItemDetails RuleSet: ASupply : 01-01-01 Logic: A0 A0: true = @(Pega-RULES:ExpressionEvaluators).compareTwoValues(.ItemName, "=", "Laptop")
Security Access Group Role Name
ACORPApp:Administrators PegaRULES:SysAdm4
Pega-Feedback:PegaDeveloper
ACORPApp:BusinessAnalysts PegaRULES:SysArch4
Pega-Feedback:PegaDeveloper
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93
Access Group Role Name
ACORPApp:Managers PegaRULES:WorkMgr4
ACORPApp:SystemArchitects PegaRULES:SysArch4
ACORPApp:Users PegaRULES:User4
ASupply:Administrators PegaRULES:SysAdm4
PegaRULES:User4
PegaRULES:WorkMgr4
SLAs None found
Activities Applies To Name Description RuleSet Version
ACORP-Data-Order Copy Unit Price Copy Unit Price A Supply 01-01-01
Purchase Order To VP BPM Routing API: Assign to Assigned Operator
A Supply 01-01-01
ASupply get Item Details get Item Details A Supply 01-01-01
Properties Applies To Name Description Mode RuleSet Version
ACORP- Data- Line Item
Details Item Name Item Name String A Supply 01-01-01
ACORP- Data- Line Item
Details Price Price String A Supply 01-01-01
ACORP- Data- Order Item Name Item Name String A Supply 01-01-01
ACORP- Data- Order Line Item Total Line Item Total String A Supply 01-01-01
ACORP- Data- Order Quantity Quantity String A Supply 01-01-01
ACORP- Data- Order Unit Price Unit Price String A Supply 01-01-01
ACORP-FW-A Supply-
Work- Purchase Order Add Shipping Add Shipping String A Supply 01-01-01
ACORP-FW-A Supply-
Work- Purchase Order Approval Code Approval Code String A Supply 01-01-02
ACORP-FW-A Supply-
Work- Purchase Order Contact Information Contact Information Page A Supply 01-01-01
Fast Start Guide
94
Applies To Name Description Mode RuleSet Version
ACORP-FW-A Supply-
Work- Purchase Order Payment Date Payment Date String A Supply 01-01-01
ACORP-FW-A Supply-
Work- Purchase Order Urgency Assign Urgency of Assignment String A Supply 01-01-01
ACORP-FW-A Supply-
Work Bill Customer Bill Customer String A Supply 01-01-01
ACORP-FW-A Supply-
Work Department Name Department Name String A Supply 01-01-01
ACORP-FW-A Supply-
Work Department Number Department Number String A Supply 01-01-01
ACORP-FW-A Supply-
Work Item Details Item Details PageList A Supply 01-01-01
ACORP-FW-A Supply-
Work Order Order PageList A Supply 01-01-01
ACORP-FW-A Supply-
Work Order Date Order Date String A Supply 01-01-01
ACORP-FW-A Supply-
Work Order Total Order Total String A Supply 01-01-01
Declaratives
Expressions
.LineItemTotal Rule Name: .LineItemTotal .Order() Applies to Class: ACORP-FW-ASupply-Work RuleSet: ASupply : 01-01-01 Execute this expression: Only when the top-level page is of the Applies To class Calculate value: Whenever inputs change Set .LineItemTotal = Value of .Quantity*.UnitPrice
.OrderTotal Rule Name: .OrderTotal Applies to Class: ACORP-FW-ASupply-Work RuleSet: ASupply : 01-01-01 Execute this expression: Only when the top-level page is of the Applies To class Calculate value: Whenever inputs change
Fast Start Guide
95
Set .OrderTotal =
Triggers None found
OnChange None found
Constraints None found
Specifications Matrix Application Work Type Specification Linked To Flow Shape
A Supply Purchase Order Approve Order
A Supply Purchase Order Confirm Order
A Supply Purchase Order Enter Dept Information
A Supply Purchase Order Enter Item Information
A Supply Purchase Order Purchase Order
A Supply Purchase Order Reject Order
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Fast Start Guide
99
Appendix C: Workstation Setup This Appendix describes setting up your PRPC workstation and includes information about:
Temporary Internet file settings
Downloaded program files
Other security settings
Performance tips and keyboard shortcuts
Internet Explorer Settings PRPC works with Microsoft Internet Explorer Web browser version 7, 8, and 9 with current Microsoft security patches installed. To use the Designer Studio you must use Internet Explorer. The Case Worker and Case Manager portals also support Firefox 2+ and Safari. Internet Explorer is also known as IE or MSIE, and serves as a thin client for both application developers and application users. All pop-up blockers (such as those provided by Yahoo! or Google toolbars) must be disabled.
Several settings are important for best use of MSIE with PRPC. In many cases, these may correspond to the settings you normally use for Local intranet or other Local Zone processing.
For additional settings not needed by most Fast Start Guide readers, select Help > Developer Help to open the PRPC help system, and search for the topics “How to set up Internet Explorer 7” and “How to set up Internet Explorer 8”.
Temporary Internet Files Settings PRPC uses HTTP 1.1 and marks pages as expired as appropriate. To set this property in Internet Explorer version 7 and version 8, navigate to Tools > Internet Options > General and click the Settings button under Browsing history. Select Automatically in the Temporary Internet Files options.
The system responds best if your MSIE cache is enabled, because the cache can store images and other static files locally. However, caching is not required.
Downloaded Program Files PRPC uses a few ActiveX controls on the workstation. Each automatically downloads on demand (only as needed) if permitted by your Windows network account and browser settings.
If your Windows account has Power User or Administrator privileges, you can download these controls. If not, another user with appropriate privileges can download
Fast Start Guide
100
them for you, by signing on and using PRPC briefly. (You do not need Power User or Administrator privileges to run the ActiveX controls.)
From the Windows Control Panel, double-click Internet Options, or from Internet Explorer, select Tools > Internet Options. On the Security tab, select the Local intranet zone to confirm that you can download signed ActiveX controls. You can set security for the Local intranet zone to Low, or you can select Custom level and enable the download settings (Figure C-1 and Figure C-2):
Figure C-1. Download Enabled
Figure C-2. ActiveX Downloads Enabled
Other Security Settings Typically, the PRPC server operates on a local area network (LAN) and appears in the Local internet zone of Windows Internet Properties and Internet Explorer Internet Options. You can adjust security settings for the Local internet zone without affecting the security settings you want to apply for the Internet zone. The default Local internet zone security setting of Medium or Medium-Low is generally appropriate for PRPC use. Some special cases requiring customization are noted here.
Cookies — PRPC uses cookies. Confirm that your browser’s settings allow cookies.
Pop-up windows — Certain portal operations use pop-up windows. Pop-up blockers (such as the Google toolbar) may interfere with correct operation of these windows.
Scripting — PRPC uses JavaScript. Applications based on PRPC may use VBScript or JScript in addition to JavaScript. Users must have the ability to execute scripts in the Local Zone. This is available under the Low setting for the Local intranet zone or as a custom setting:
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1022
Fast Start
Guide
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1033
Fast Start
Guide
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1044
Fast Start
Guide
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1055
Fast Start Guide
106
Appendix E: Contacting Pegasystems This appendix describes how to contact Pegasystems for:
Education services
Documentation feedback
For more information about our company and products, visit our Web site at www.pega.com.
Education Services Pegasystems University of Pega offers a wide range of courses for our customers. For course descriptions and contact information, go to http://pega.com/services/university-of-pega/pega-education-services. University of Pega offers both live classes and e-Learning courses. Courses can be presented at customer sites also.
Documentation Feedback Pegasystems strives to product high-quality documentation. If you have comments or suggestions about this guide or about the sample ASupply application, send us an email with the following information:
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Send the email to: mailto:[email protected].
Note: This email address is for providing feedback on this guide and sample application
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