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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.
Screenshot of the Pega case type Settings General tab with the Skip 'Create' view when users create a new case option selected.

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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 files and click Attach in the dialog box that opens.
  3. Click Submit to run the workflow.
Screenshot of a Pega case showing the Add Attachment dialog where files are dragged or selected and the resulting Collect view listing the attached invoice files ready to be submitted.
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.
Screenshot of Pega Dev Studio showing the Collect connector properties on a flow, with the Collect flow action assigned in the Flow action field.

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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.
Screenshot of the ABBYY FlexiCapture verification page embedded in a Pega case header, showing an invoice image, the field-checking panel, and the Pega case stage bar with the Verification stage highlighted.
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.
Screenshot of Pega Dev Studio showing the WaitingForVerification_Flow diagram and the Verification connector properties, with the Verification flow action assigned in the Flow action field.

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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.
Screenshot of Pega Dev Studio showing the Verification stage Validation tab with a Skip stage When rule named VerificationUriEmpty and the When condition that the length of VerificationUrl is Equal To 0.
Screenshot of the Pega Condition dialog building the rule length of .VerificationUrl is Equal To 0, with the value field highlighted.

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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.
    Screenshot of the Pega App Explorer with the Create → User Interface menu open and Section selected for the InvoiceWithVerification case type.
  2. 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.
    Screenshot of the Pega Create Section form with pyCaseInformation in the Label and Identifier fields and the InsCo-FlexiCap-Work-InvoiceWithVerification case type entered in the Apply to field.
  3. Open the section that you have created, click the HTML tab, and clear the Auto-generated HTML option.
  4. 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.