Creating cases from a web mashup
Manage the business processes of users who use external software by embedding a case into their external web page in the form of a web mashup. For example, you can embed a case type for job application processing on a web page that displays job offers.
By generating mashup code in HTML and inserting it into an external web page or application, you enable users to interact with Pega features and create cases without having access to Pega Platform software. For more information, see Pega web mashups for embedding Pega Platform UI in external web pages.- In the navigation pane of App Studio, click Channels.
- In the Create new channel interface section, click Web mashup.
- On the New Web mashup interface form, in the Basic options section, in the Name field, enter a name for the mashup that you want to use to create case types.
- Optional: To distinguish this channel interface from other Mashup channel interfaces, in the Description field, specify the purpose of this channel interface.
- In the URL field, enter the URL for your mashup:
- If you want the user to open the default application for their operator
record, use the
https://sample.pega.com/prwebURL pattern. - If you want the user to access a specific application, use the
https://sample.pega.com/prweb/app/<application alias>URL pattern. - If your application uses an authentication service and you want users to
open the default application for their Operator ID record, use the
https://sample.pega.com/prweb/PRAuth/<authentication service alias>URL pattern. - If your application uses an authentication service and you want users to
access a specific application, use the
https://sample.pega.com/prweb/PRAuth/app/<application alias>/<authentication service alias>URL pattern.
- If you want the user to open the default application for their operator
record, use the
- Optional: To generate the mashup snippet with URL encryption, turn on the Use
encryption switch.
- In the Configuration section, in the Action list, select Create a new case.
- In the Case type list, select a case type that you want to use.
- In the Flow name field, enter the starting process of
the case type .
- In the Thread name field, enter the name of the thread that handles the mashup.
- Optional: To delay the load of the mashup gadget until a future point during page load or
as part of a user interaction with the page, turn on the Defer mashup
load switch.
You can then invoke the method to load the mashup at the appropriate time either within the onload event of the host page or after some other event on the page starts.
- Optional: To retain the state of the case after users refresh the browser that displays
the mashup, turn on the Retain mashup state on browser
refresh switch.
- Optional: To validate dynamic parameters in the mashup request, turn on the Allow passing dynamic parameters switch.
- Configure the output options for the mashup:
- In the Skin list, select the skin rule that you want to use for the mashup.
- In the Iframe resizing list, select the resize mode for the mashup.
- In the Initial skeleton list, select the
skeleton to provide a template for the mashup.
- Optional: To add a parameter, such as a parameter for custom authentication, in the Custom parameters section, click the Add a row icon, and then enter a parameter name and value.
- In the What is a mashup section, click Generate
mashup code, and then, in the Mashup code
window, select the type of code that you want to copy:
- To copy the iframe code, above the iframe code window, click Copy.
- To copy the mashup code, above the Mashup code window, click Copy.
- Close the Mashup code window.
- Click Save.
- Optional: To preview how different devices display the mashup code, in App Studio, click Preview application, and then select the channel that you want to preview by clicking the channel name next to the application name.
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