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marco-looy

Pega DX MCP Server

by marco-looy

refresh_assignment_action

Updates assignment form data after property changes, executes Data Transforms, and handles table row operations in modals with validation and preprocessing.

Instructions

Refresh assignment action form data with updated values after property changes, execute Data Transforms, and handle table row operations in modals. Supports form refresh settings configured in Flow Action rules, generative AI form filling, and embedded list operations with comprehensive validation and preprocessing execution. The API validates assignment and action IDs, retrieves view data, and returns information about fields affected by the refresh action. Supports Pega Infinity '25 features including table row operations in modals. OPTIONAL tool for progressive filling (multiple calls OK). Use refresh for partial updates with validation; use perform_assignment_action for final submission. Same eTag across refresh calls; NEW eTag after perform.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
assignmentIDYesAssignment ID. Format: ASSIGN-WORKLIST {caseID}!{processID}. Example: "ASSIGN-WORKLIST MYORG-APP-WORK C-1001!PROCESS"
actionIDYesAction ID from assignment (Example: "pyApproval", "Submit"). CRITICAL: Action IDs are CASE-SENSITIVE and have no spaces even if display names do ("Complete Review" → "CompleteReview"). Use get_assignment to find correct ID from actions array - use "ID" field not "name" field.
refreshForNoProperty name that triggers refresh when changed. Executes Data Transform from form refresh settings.
fillFormWithAINoWhether to fill form with AI-generated sample values. Requires EnableGenerativeAI toggle. Default: false
operationNoString value indicating table row operation type for embedded list properties using modals (Pega Infinity '25+ feature). "showRow" is used when a row is being added or edited in a modal, triggering preprocessing of the interestPageActionID Action. "submitRow" is used when a row is being submitted, triggering validation and post-processing of the interestPageActionID Action. Only supported for table row operations in modals.
interestPageNoTarget page specification for table row operations on embedded list properties. Example: ".OrderItems(1)" to target the first item in the OrderItems page list. This parameter is required when operation parameter is specified. Used with interestPageActionID to identify the specific embedded page and action for modal-based table operations.
interestPageActionIDNoAction ID for the embedded list operation Action rule. Example: "EmbeddedAction". This specifies the Flow Action rule that defines the preprocessing, validation, and post-processing logic for the table row operation. Required when operation parameter is specified. Only fields present in this Action's view can be modified during pre/post-processing.
contentNoMap of scalar properties and embedded page properties to be merged into the case during the refresh operation. Field values provided here will overwrite any settings made from preprocessing Data Transforms. Only fields that are present in the assignment action's view and are editable can be effectively updated. Non-visible fields cannot be set and updates to them may be lost in subsequent operations.
pageInstructionsNoOptional list of page-related operations for embedded pages, page lists, or page groups. Required for setting embedded page references. Only pages included in the assignment action's view can be modified.
sessionCredentialsNoOptional session-specific credentials. If not provided, uses environment variables. Supports two authentication modes: (1) OAuth mode - provide baseUrl, clientId, and clientSecret, or (2) Token mode - provide baseUrl and accessToken.

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