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When setting up scenarios for working with single or multiple documents, you will need to configure workflow stages. To configure workflow stages, do the following:
  1. Open your workflow and click Configure process → Open process. Alternatively, click Records → Process → Flow in Dev Studio.
    Screenshot of the Pega case life cycle showing the Send for processing stage with the Open process option, alongside the resulting SendForProcessing_Flow diagram in Dev Studio.
  2. On the Diagram tab, delete the existing step and add a Utility step, which will call the necessary activity during the scenario. You will also need to add a Decision step that will be used to check the conditions at some of the stages.

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The Utility step

To set up an activity call:
  1. Add a new Utility step to the process, specify a name for it, and connect it to the Start and End steps.
    Diagram of a Pega process flow with a Send for processing Utility step connected between the Start and End steps.
  2. Open the activity window and choose an Activity rule type.
  3. 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, it can be created by clicking the configuration button on the left. If the activity already exists, clicking the configuration button will open it. For more details about creating activities, see Creating Pega activities.
Screenshot of the Pega Utility properties dialog for the Send for processing step, with the Activity rule type selected and the SendForProcessing activity entered in the Rule field.

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The Decision step

To set up a branch:
  1. Add a Decision step to the process and specify a name for it.
    Diagram of a Pega process flow with a Batch stage is processed Decision step branching into true and false paths.
  2. Double-click the step and select Boolean Expression in the Type field.
  3. Click the configuration button to the left of the Expression field. In the Expression builder window, specify the required expression. To see a full list of available functions and properties, click Browse. Click Test to test your expression.
    Screenshot of the Pega Decision properties dialog with Boolean Expression selected as the Type, alongside the Expression builder window containing the BatchIsProcessed(.BatchId) expression.
  4. To apply the changes you have made, click Submit. The Decision step will now have two branches, true and false.