Create the activity steps

Build the steps and substeps for the Pega CaptureData activity that open the case attachment, call the FlexiCapture library, and apply the JSON Data Transform.

The CaptureData activity needs four main steps on the Steps tab, plus six substeps that do the processing.

Create the main steps

1. Open the case

   Create a new step and set the following fields:

   Field	Value
   Method	Obj-Open-By-Handle
   Step page	Case
   InstanceHandle	Param.CaseId

   
2. Remove the default empty list entry

   Create a second step and set the following fields:

   Field	Value
   Method	Call RemoveFromPageList
   PageListProperty	LineItems
   Index	1, the index of an empty string that Pega creates by default
   FinishingActivity	"", an empty string

   
3. Initialize the index

   Create a third step and set the following fields:

   Field	Value
   Method	Property-Set
   PropertiesName	Local.Index
   PropertiesValue	0

   
4. Get the file identifiers and file information

   Create a fourth step, select Property-Set in the Method field, and create the Local.LinkedRefTo and Local.Id parameters:

   PropertiesName	PropertiesValue
   Local.LinkedRefTo	Case.pyAttachments(<CURRENT>).pxLinkedRefTo
   Local.Id	Case.pyAttachments(<CURRENT>).pzInsKey

   

Add a loop and a condition to the fourth step

Add a loop to the fourth step. Set Repeat to For each element in value list and the Value List Property to Case.pyAttachments.

Then add a When condition to the same step so that the activity processes only the first attachment:

When	if true	if false
Local.Index==0	Continue Whens	Skip Step

Create the six substeps

Create six substeps related to the fourth step. To create a substep, create a new step and drag it into the fourth step.

1. Open the attachment

   Field	Value
   Method	Obj-Open-By-Handle
   Step page	Attachment
   InstanceHandle	Local.LinkedRefTo

   
2. Open the attachment information

   Field	Value
   Method	Obj-Open-By-Handle
   Step page	AttachmentInfo
   InstanceHandle	Local.Id

   
3. Call the connector function

   Select Property-Set in the Method field and create the following parameters:

   Parameter	Value
   Param.jsonData	@FlexiCaptureLibrary.CaptureData(AttachmentInfo.pyMemo, Attachment.pyAttachStream)
   Param.executionMode	DESERIALIZE

   After the @ character, specify the name of the library, and after the dot, specify the name of the function. For both, see Create a Java function in Pega.

   

   Then click Jump and add a StepStatusFail parameter for error handling:

   When	if true	true param	if false	false param	On exception, jump to later step label
   StepStatusFail	Jump to Later Step	ERR	Jump to Later Step	OK	ERR

   Click Submit.

   
4. Handle the error messages

   Select Page-Set-Messages in the Method field, set the Message parameter to @getWorstMessageName(tools), and mark this substep as ERR.

   To stop the activity performing any subsequent steps when an error occurs, click Jump and add the following parameters:

   When	if true	true param	if false	false param
   true	Jump to Later Step	INC	Jump to Later Step	INC

   
5. Apply the Data Transform

   Select Apply-DataTransform in the Method field and set the DataTransform parameter to JsonToInvoiceFields.

   Mark this substep as OK and select the PassParameterPage option.

   
6. Increment the index

   Select Property-Set in the Method field, create a Local.Index parameter, and set it to Local.Index + 1.

   Mark this substep as INC.

   

Your list of steps and substeps should now look as follows.

Finish the activity

1. Save the activity

   Click Save.

2. Point the Utility item at the activity

   Open the properties of the Utility item, select CaptureData in the Rule field, and set the CaseId parameter to .pzInsKey.

   
3. Save your changes

   Save your changes.