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What is workparty in Pega?

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Introduction

In this post, we will see how to configure a workparty in Pega.

Every case/work item has a life cycle starting from creation to resolving the case.

Imagine Amazon website.

You ordered a product. At the back end, Amazon has created a Purchase request case for your product.

Now list me the people who can be interest in the purchase request case.

Obviously, you will be more interested in getting the tracking details 🙂

  1. Customer (you)
  2. Dealer – The product owner

Now, I can call both of them as workparties for the case.

Workparties can be notified using OOTB notify functionalities.

Also think for each case, work parties will be different. Yes the customer and the dealer may vary based on the product.

Hope you get the basics.

 What is a workparty?

  • Workparty is a rule type which can list the people who are interested in the case life cycle.
  • You can add the parties in workparty rule and the parties get tagged to the case.

How do we configure a workparty?

  • Workparty comes under process category.

Step 1: Create a new workparty.

Note: To add a workparty for a flow/process, create a rule ‘Default’ in the workclass.

Step 2: Configure the workparty rule form.

Work party rule has a single main tab.

“Valid Parties”

List of valid parties – Specify the different work party roles here.

Party Label – Provides a unique name to the party role.

Role – Provides a valid identifier. It can be same the as party label.

Party class – Provides an existing class or new class inherit from Data-Party.

You may get a question, “Why the class should inherit from Data-Party?

You can see the picture shown below.

Various OOTB functionality supporting rules are in Data-Party class. So we need to make sure our parties make use of these functionalities.

Pega provides 5 Data-Party concrete classes.

You can use these existing classes.

Party prompt – This is a label kind of field to display near party. This is mainly used in distinguishing roles in user work form.

Data transform – Obviously, we know this is used to set values. But, “What values?

I would say, “Workparties attached with the work item, should contain their contact details“.

This data transform is able to set those details.

Pega provides sample data transform – CurrentOperator, NewParty which can be extended.

You can set all the contact details here like email address, phone number.

We will see later, how these values appear with work item in runtime.

VOE? – Visible on entry

On checking this checkbox, a user form –  gets displayed to the user, when they create a case. Here manually user can enter the party details.

required? – By checking this, you can make the party role as required always.

List parties that may repeat:

  • Some party role can contain more than one people. For example, say I have a party role as interested.
  • Many people can be interested in that workitem. So I can make Interested role as repeatable.

Where do we configure a workparty rule?

  • Flow rule – process tab.

You can specify a workparty rule here. If this rule is blank at runtime of the flow, then Pega checks the Workparty named ‘Default’ in the class path. If found, then Pega adds the workparty to the case.

  • Case – Settings tab.

Click on the parties and add the parties list on the right hand side.

When you save the case type, Pega creates a workparty named ‘pyCaseManagementDefault’ in the work class.

Let us see an example using Service Request case type.

Prerequisite – You add workparty for the case type as shown above.

Step 1: Update the  workparty rule, ‘pyCaseManagementDefault’ in the case workclass.

Step 2: Configure the workparty ruleform.

Add three party roles – Customer, Agent & Interested with Interested repeatable.

Add data transform – AddParty. Make VOE & Required as mandatory for Customer party role.

Step 3: Override the existing data transform in your application ruleset as shown below.

Now your workparty rule is ready. Let’s test it.

Step 4: Create the new workitem in user portal.

  •  Select VOE in party roles in key here.
  • Remember to ‘uncheck’ create new harness in the process tab of the flow rule and add harness as “New”.

  • On the new harness, you will see form to enter the party details.
  • Remember you made only Customer as required and set VOE.
  • Other roles like Agent & Interested are optional and can be added.

From here you can add the workparties manually. Since Interested is repeatable, you can add it multiple times.

Now, uncheck the VOE for workparty and test it.

You won’t see any fields to add in new harness.

Now you may get a question, “Where do we debug, if workparty is added to the work item?

How to debug workparty manipulation?

  1. Configure the workparty as shown below and use tracer, when you create a case.

You can see an activity ‘PartyNewSetup’ gets called from CreateWorkPage during case creation.

PartyNewSetup activity is responsible for appending pagegroup property ‘pyWorkParty’ to pyWorkPage.

Note: Activity adds the roles for which required checkbox is selected. You can manually add other properties using ‘AddParty’ flowaction.

2. Check the clipboard to verify the workparty details and appened with the pyWorkPage.

Create a case by providing the details.

After submitting, check the clipboard for the case thread.

You can see pyWorkParty – PageGroup property representing customer with class ‘Data-Party-Person’.

pyPhoneNumber – Remember we set in a data transform rule ‘AddParty’.

pyWorkPhone – This is what we set in UI.

Where do we use this data party?

  1. In flow rule, you can use send email shape and send the email to any specific party added.

2. In flow rule assignment shape, advanced configuration you can use OOTB notify activity ‘NotifyParty’ to send email to work party.

3. You can browse and check the standard OOTB notify & router activities that use the workparties.

Hope you got the basics. 🙂

Simply saying, “Workparty is a rule to save the contact information of the parties who are interested in the work item“.

    • Rama Rama

      Awesome…TY…

      • Premkumar G Premkumar G

        Thank you so much. Please subscribe and stay tuned for more posts.

    • Premkumar G Premkumar G

      Thank you so much. Please subscribe and stay tuned for more posts.

  1. muni muni

    Awesome bayya..tx

    • Premkumar G Premkumar G

      Thank you so much, Muni and you are welcome. 🙂

  2. Anand Anand

    Thank you very much for the minute details. can’t stop reading…

    • Premkumar G Premkumar G

      Thank you so much for your appreciation, Anand. 🙂 You are welcome.

  3. Chhatrapal Singh Chhatrapal Singh

    Hi Prem,

    Thanks for this post. One question.

    Can you please tell me significance of pyworkPartyuri in detail?

    thanks in advance 🙂

    • Premkumar G Premkumar G

      yes. we know that work party can be an operator inside pega or it can anyone outside Pega.
      Normally we set pyWorkPartyuri to Pega operator ID, so that the default OOTB activities can populate all the corresponding operator details from the operator table to pyWorkparty page.

  4. Prasu Raya Prasu Raya

    Super Explanation Bro. I’m waiting for more topics from you

    • Premkumar G Premkumar G

      Thank you so much for your appreciation, Prasu Raya. 🙂
      More new topics are on the way. Stay tuned. 🙂

  5. ashok ashok

    simply super sir ” work party rule is use to save contact information of paties who intrested in the case”

    • Premkumar G Premkumar G

      Thank you so much, Ashok. 🙂

  6. ashok ashok

    can all work parties able to create case

  7. Vamsi Vamsi

    Hi Prem,
    Please share the implementation insight into Party Majority approval process.
    I tried to configure it but i am facing issues to only get the approvals from a specific type of role –

    After creating multiple Interested parties , I am calling StandardApprovalsMajority flow but i see no place where it can consider only party of specific type.

    Looking forward for your reply.
    Thanks.

    • Vamsi Vamsi

      Got a solution Prem – We have a when rule on this shape where i can check for the Partyrole.

      Thanks for your writings and i hope to meet you in Person one day down the road.

  8. Ravikiran Ravikiran

    Thank you Prem.

    • Premkumar G Premkumar G

      You are welcome, Ravikiran. 🙂

  9. Manasa Manasa

    Very Clear and Precise. Thankyou 🙂

    • Premkumar G Premkumar G

      You are most welcome, Manasa. 🙂

  10. KVK Rajesh KVK Rajesh

    Wow.. Really Awesome spoon feeding 😉
    Thanks alot for Sharing Knowledge.

  11. RS Sharma RS Sharma

    Thank you Prem for the clear explanation.
    one question. what is the process an outside pega person/party can involve and approve the assignment.

  12. Nandhini Nandhini

    Thank you.. Very helpful..

  13. Shubham Shubham

    Hi,

    Can you please explain how to send email to multiple operators using activity.

  14. swetha swetha

    hi,

    is it possible to call workparty using utility shape in flows?

  15. Vivian Richard Vivian Richard

    Great Explanation. Please start a video learning series or a vlog in addition to this blog.

  16. Krishna Krishna

    I Think so many people can crack interviews with ease by following your blog Bro..
    Really u have patience to update and share knowledge all you know.
    Hatsoff.. 🙂

  17. Harikriishna Harikriishna

    Can you post on the concept of harness and its types like new ,perform, confirm..etc with realtime scenario.

    • Premkumar G Premkumar G

      Stay tuned, Harikriishna, I’ll post about it very soon. 🙂

  18. Nag Eswar Nag Eswar

    Hi Prem,

    Good Explanation,Thank you so much and you are really doing a great job.If it is possible Provide youtube videos it is very helpful to all

    • Premkumar G Premkumar G

      Hi Nag Eswar,

      Thank you so much for appreciation. You are welcome.
      As for YouTube videos, I’m having that in my mind. Since I’m a bit busy at work, I was not able to do it. But I’ll do it for sure. Stay tuned!

  19. Ganagdhar Ganagdhar

    Hi prem,

    How can we refer pagelist properties of data class in work class section label

    Thanks in advance

  20. Priya Reddy Priya Reddy

    How to create a workParty using addWorkObjectParty in flow action Action Tab?

  21. Prem, You have no idea how happy i am today learning this.. I have been following all of your posts.. I don’t know whether i check fb, twitter, insta, snap…but i regularly check myknowpega. thats all i can say buddy…

  22. Arindam Mukherjee Arindam Mukherjee

    I don’t understand how the instance of “Data-Party-Operator”/”Data-Party-Owner”/”Data-Party-Interested” gets created because I found no instance of this class although in clipboard page we found this.how can we store the instances

  23. Arun K S Arun K S

    Gr8 work… Awesome…
    When in doubt , I just type, and “myknowpega”, in google.. There comes the detailed solution… Thanks a lotttt 🙂

  24. Shubham Shubham

    Hi Prem,

    Great Post.. Just one query can we add multiple operators to a workparty and then how can we send email to all of them.

  25. Pooja Pooja

    Simply awesome. Can’t stop reading your posts. 🙂

  26. Amit Amit

    Nice effort Prem very precise..:-)

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