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In order to skip the Create view when creating a new case and go straight to case configuration, do the following:
  1. Open the case in Case types and click Settings.
  2. On the General tab, select Skip ‘Create’ view when users create a new case.

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Adding files to a case

To add files to a configured case:
  1. Click Add attachment… → File from device.
  2. Select the desired files and click Attach in the dialog box that opens.
  3. Click Submit to run the workflow.
To create an interface for adding files, do the following:
  1. Open the InvoiceReceived_Flow flow in Dev Studio by clicking Record → Process → Flow or App → <case name> → Process → Flow.
  2. Open the properties for the connector of the two stages. In the Flow action field, add a flow action for adding files. For more details, see Creating a flow action.

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Verification page

The verification page is displayed in the case header when the document arrives at the verification stage. To continue processing the document after the verification is finished, click Complete Task, wait for a message that says “Task completed,” and then click Submit. To create a verification page interface, do the following:
  1. Open the Verification_Flow flow in Dev Studio by clicking (Record → Process → Flow or App → <case name> → Process → Flow.
  2. Open the properties for the connector of the two stages. In the Flow action field, add a flow action containing a verification page. For more details, see Creating a flow action.

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Skipping the verification stage

If no verification stage is set up on the FC side or if a batch skips verification for other reasons and goes straight to the Processed stage, then you don’t need to verify this batch in this case either. To skip the verification stage in a workflow, do the following:
  1. Select the verification stage in the workflow, click the Validation tab and create a new VerificationUrlEmpty.
  2. Create a length of .VerificationUrl is Equal To 0 rule.

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The pyCaseInformation section

For the data received from FC to be displayed in a Pega case, you need to create and configure a section. To create a user interface section, do the following:
  1. On the App tab, click Create → User Interface → Section.
  1. In the Label and Identifier fields, enter the following value: pyCaseInformation. Make sure that the section is being created within the context of the application and that the full name of the case type is specified in the Apply to field. Next, click Create and open.
  1. Open the section that you have created, click the HTML tab, and clear the Auto-generated HTML option.
  2. In the HTML Source field, paste the code from the pyCaseInformation.html file, which you can find in %Installation Path%\Connector for FlexiCapture as a Service with verification\Samples\Code examples\Configure UI\Single document.