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Adding a step to a process

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Represent a single assignment in your business process by adding a step to your case. By adding a step, you define a task that a user, your application, or an external application performs to move a case closer to resolution.

Populate your case life cycle with steps by completing the following tasks:

  • Learning about step types

    Each step in a process has a type, based on the functionality that it provides. By using a variety of step types, you can make your cases more interactive.

  • Adding single steps to processes

    Model your business process with basic tasks that users or automations resolve

  • Collecting information from a user

    Gather the information that your business process requires by creating an assignment to collect that data from users. For example, a customer service representative can enter personal details and income information from a client during the loan request process.

  • Adding instructions to assignments

    Provide users with guidance on how to complete their tasks by adding instructions to assignments. When you add instructions for completing steps, you give users independence, and accelerate case resolution.

  • Requesting approval from users

    Enforce business policies in your workflows by adding an approval step to a process. In approval steps, users can approve or reject a case after reviewing the case details.

  • Adding a preconfigured step to a process

    You can add a step to a process that is preconfigured with functionality, such as sending an email or creating a case. By using preconfigured steps, you can design case types more efficiently.

  • Validating field input

    Ensure that the user input on a form meets the required conditions before the case moves to the next step in the life cycle. By validating field input, you check whether the data values that users enter are valid and whether the system can process the information correctly. For example, you can ensure that the customer provides their name and addr

  • Creating a Microjourney for customer success

    Help your customers reach a successful resolution in their business processes by applying the Pega Express methodology while working on implementation projects through journeys and microjourneys. When you focus on one journey at a time, you not only improve how you address the specific needs of your customers, but also reach results more rapidly.

  • Adding a process to a stage

    Organize tasks that are related in your business model by adding a process to a stage. With processes, you can control who performs work on a case, in addition to how and when the assignee resolves the case.


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