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Pega DX MCP Server

by marco-looy

add_optional_process

Initiate optional case or stage processes in Pega DX by specifying case ID and process ID, returning details of the next assignment and configured view data.

Instructions

Add stage or case-wide optional process and return details of the next assignment in the process. The API is invoked when a user tries to initiate an optional action listed under case actions which are configured and designed as a process under case wide actions or stage-only actions.

Input Schema

NameRequiredDescriptionDefault
caseIDYesFull case handle (case ID) to add optional process to. Example: "MYORG-SERVICES-WORK S-293001". Must be a complete case identifier including spaces and special characters.
processIDYesProcess ID - Name of the process which is the ID of a flow rule. Example: "UpdateContactDetails". ProcessID can be retrieved with a lookup for ID attribute under availableProcesses node of a DX API response.
viewTypeNoType of view data to return. "none" returns no uiResources, data.caseInfo.content contains the fields of the pyDetails view (default), "form" returns the form UI metadata (read-only review mode, without page-specific metadata) in the uiResources object, "page" returns the full page (read-only review mode) UI metadata in the uiResources object.none

Input Schema (JSON Schema)

{ "properties": { "caseID": { "description": "Full case handle (case ID) to add optional process to. Example: \"MYORG-SERVICES-WORK S-293001\". Must be a complete case identifier including spaces and special characters.", "type": "string" }, "processID": { "description": "Process ID - Name of the process which is the ID of a flow rule. Example: \"UpdateContactDetails\". ProcessID can be retrieved with a lookup for ID attribute under availableProcesses node of a DX API response.", "type": "string" }, "viewType": { "default": "none", "description": "Type of view data to return. \"none\" returns no uiResources, data.caseInfo.content contains the fields of the pyDetails view (default), \"form\" returns the form UI metadata (read-only review mode, without page-specific metadata) in the uiResources object, \"page\" returns the full page (read-only review mode) UI metadata in the uiResources object.", "enum": [ "none", "form", "page" ], "type": "string" } }, "required": [ "caseID", "processID" ], "type": "object" }

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