Configure the workflow stages

Configure Pega workflow stages with Utility and Decision steps that call FlexiCapture activities and branch on conditions during document processing.

Both the single-document and the multi-document scenarios need their workflow stages configured. Each stage uses a Utility step to call an activity, and some stages also use a Decision step to check a condition.

Open the process for a stage

Open your workflow and click Configure process → Open process. Alternatively, click Records → Process → Flow in Dev Studio.

On the Diagram tab, delete the existing step, and then add the steps the stage needs.

The Utility step

The Utility step calls the activity for the stage.

1. Add the step

   Add a new Utility step to the process, specify a name for it, and connect it to the Start and End steps.

   
2. Select the rule type

   Open the activity window and choose an Activity rule type.

3. Specify the activity

   In the Rule field, specify the name of the activity to be called.

   If the activity does not exist in the context of the case, create it by clicking the configuration button on the left. If the activity already exists, that button opens it.

   

For more information, see Create a set of activities in Pega.

The Decision step

The Decision step branches the process on a condition.

1. Add the step

   Add a Decision step to the process and specify a name for it.

   
2. Select the expression type

   Double-click the step and select Boolean Expression in the Type field.

3. Build the expression

   Click the configuration button to the left of the Expression field, and then specify the required expression in the Expression builder window.

   To see a full list of available functions and properties, click Browse. Click Test to test your expression.

   
4. Apply the changes

   Click Submit. The Decision step then has two branches, true and false.