Create a single-document processing case

Set up a Pega single-document case: define data-model fields and configure the send-for-processing and fetch-results stages that call FlexiCapture activities.

A single-document processing case with verification needs the standard case fields plus the invoice fields, and two 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
City	City	Text
Country	Country	Text
Currency	Currency	Text
InvoiceDate	InvoiceDate	Text
InvoiceNumber	InvoiceNumber	Text
Line Items	LineItems	Field group (list)	Data type: Line Item
Total	Total	Text

For the Line Items data type, see Data types for a single-document processing case.

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 stage that fetches the processing results

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

   Open the step and select Boolean Expression in the Type field. Specify or configure a @SingleDocumentBatchIsProcessed(.BatchId) condition in the Expression field.

   For the function itself, see SingleDocumentBatchIsProcessed.

   
4. Configure the true branch

   For the true branch, add a Utility step named Fetching captured data. Open it, call the FetchingCapturedData activity, and specify .pzInsKey in the CaseId field.

   For more information, see FetchingCapturedData.

   
5. Configure the false branch

   For the false branch, add a Utility step named Create Error. Open it, call the CreateError activity, and specify .pzInsKey in the caseId parameter field.

   In the errorMessage field, enter this text:

   Please complete the verification task before proceeding.
   

   For more information, see CreateError.