Skip to main content
A flow action allows the user to enter and modify case data. In the example below, a flow action will be used to display the verification page and controls for adding files to the case.
Screenshot of the FlexiCapture flow action in Pega, showing the Collect screen listing the document templates on the left and the ABBYY FlexiCapture Web Verification Station with an invoice open for verification on the right.
To create a flow action, do the following:
  1. In Dev Studio click Records → Process → Flow Action → Create.
  2. Fill in the Label and Identifier fields. Next, select the application containing the case and replace “Rule-Obj-Activity” in the Apply to field with the full name of the case.
    Screenshot of the Create Flow Action screen in Pega, showing the Label and Identifier fields set to Verification and the Apply to field set to the case name InsCo-FlexiCap-Work-MultiFileInvoice in the Context section.
  3. Click Create and open. On the Layout tab, specify the section name in the Section field. Next, click the configuration button to the right of the field.
    Screenshot of the Section configuration on the Layout tab in Pega, showing the Applies to field set to InsCo-FlexiCap-Work-InvoiceWithVerification and the Verification section with its configuration button highlighted.
  4. In the dialog box that opens, fill in the Label and Identifier fields. Next, select the application containing the case and check that the full name of the case type is specified in the Apply to field.
  5. Click Create and open. To view a list of all sections, open Dev Studio and click Records → User Interface → Section.
Screenshot of the Section Record Configuration screen in Pega, showing the Label and Identifier fields set to Verification and the Apply to field set to InsCo-FlexiCap-Work-InvoiceWithVerification in the Context section.