Create a multi-document processing case

Configure a Pega multi-document case: set up data-model fields plus the send-for-processing, verification, and fetch-results stages for FlexiCapture.

A multi-document processing case with verification needs the standard case fields plus the fields for every Document Definition, and three configured workflow stages.

For the general procedure, see Create a case with a workflow.

Data model fields

Add the following fields on the Data Model tab, in addition to the required Attachments, BatchId, and VerificationUrl fields:

Name	Id	Type	Options
Address	Address	Field group (list)	Data type: Address
BirthDate	BirthDate	Text
City	City	Text
ContractDate	ContractDate	Text
ContractNumber	ContractNumber	Text
DeliveryAddress	DeliveryAddress	Text
EmployerName	EmployerName	Text
FirstName	FirstName	Text
HomePhone	HomePhone	Text
Initial	Initial	Text
InvoiceCompany	InvoiceCompany	Text
InvoiceDate	InvoiceDate	Text
InvoiceNumber	InvoiceNumber	Text
InvoiceTable	InvoiceTable	Field group (list)	Data type: InvoiceTable
LastName	LastName	Text
LetterDate	LetterDate	Text
LetterFrom	LetterFrom	Text
LetterTo	LetterTo	Text
PriceCompany	PriceCompany	Text
PriceTable	PriceTable	Field group (list)	Data type: PriceTable
SSN	SSN	Text
Total	Total	Text
WorkPhone	WorkPhone	Text

Configure the stage that submits a document for processing

For the general procedure, see Configure the workflow stages and The Utility step.

1. Replace the step

   Open the Send for processing stage in configuration mode, replace the Edit details step with a Utility step, and name the step Send for processing.

2. Call the activity

   Open the Utility step and call the SendForProcessing activity.

   Start creating the activity by clicking the configuration button to the right of the Rule field. Alternatively, leave the pyUtilityStub value in the Rule field and come back to this step after you have created the activity set.

   For more information, see SendForProcessing.

3. Set the case identifier

   In the CaseId field, specify .pzInsKey.

   

Configure the verification stage

For the general procedure, see Configure the workflow stages and The Utility step.

1. Add the Utility step

   Open the Verification stage in configuration mode, add a Utility step, and name it Update Verification Url.

2. Rename the existing step

   Rename the Edit details step to Verification.

3. Call the activity

   Open the Update Verification Url step and call the UpdateVerificationUrl activity.

   For more information, see UpdateVerificationUrl.

4. Connect the steps

   Connect the Verification and Update Verification Url steps using a Verification flow action connector.

   For more information, see Creating a flow action.

5. Set the case identifier

   In the CaseId field, specify .pzInsKey.

   

Configure the stage that fetches the processing results

For the general procedure, see Configure the workflow stages, The Utility step, and The Decision step.

1. Delete the existing step

   Open the Fetching captured data stage in configuration mode and delete the Edit details step.

2. Add a Decision step

   Add a Decision step and name it Batch stage is processed.

3. Set the decision expression

   1. Open the step and select Boolean Expression in the Type field.
   2. In the Expression field, enter or configure a @MultiDocumentBatchIsProcessed(.BatchId) condition.
   3. Click Submit.

   For the function itself, see MultiDocumentBatchIsProcessed.

   
4. Configure the true branch

   For the true branch, create one Utility step per Document Definition. For each step, call the FetchingCapturedData activity, enter .pzInsKey in the caseId field, and set templateName to the matching value:

   Utility step name	templateName
   Fetching Invoice data	Invoice_eng
   Fetching Banking data	Banking_eng
   Fetching Contract data	Contract_eng
   Fetching Letter data	Letter_eng
   Fetching Price data	Price_eng

   For more information, see FetchingCapturedData.

   
5. Configure the false branch

   For the false branch, create a Utility step named Create Error, call the CreateError activity, and enter .pzInsKey in the caseId field.

   In the errorMessage field, enter this text:

   Please complete the verification task before proceeding.
   

   For more information, see CreateError.