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Pega DX MCP Server

by marco-looy

add_optional_process

Initiate and manage optional actions in Pega DX by adding stage or case-wide processes. Specify case ID, process ID, and view type to return next assignment details for streamlined case handling.

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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