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Case documents tags

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Customize your case documents by configuring the tags that you include in your case document templates. For example, if your case includes financial information, you can include tags for the currency.

The following table lists tags that you can insert in case document templates, with configuration parameters and examples:
Type When to customize Configuration parameters Example
Date and time "name":".PropertyName","type":"P"

Design time: <pegaref config={"name":".DateTimeOfReport","format":"MM/dd/yyyy hh:mm:ss a","type":"P",setTZ="true"}>

Run time: 09/19/2019 11:30:15 AM GMT

Display date only "format":"MM/dd/yyyy"
Display date and time, not 24h format format:"MM/dd/yyyy HH:mm:ss a"
Display date and time, 24h format format:"MM/dd/yyyy HH:mm:ss"
Display timezone setTZ:"true"
Do not display timezone setTZ:"false"
Date only "name":".PropertyName","type":"P","format":"MM/dd/yyyy"

Design time: <pegaref config={"name":".DateOfReport","format":"MM/dd/yyyy","type":"P"}>

Run time: 09/19/2019

Time only "name":".PropertyName","type":"P"

Design time: <pegaref config={"name":".TimeOfReport","format":"hh:mm a","type":"P","setTZ":"false"}>

Run time: 04:13 PM

Not 24h format "format":"hh:mm a"
24h format "format":"HH:mm"
Display timezone setTZ:"true"
Do not display timezone setTZ:"false"
Integer, decimal, double "name":".PropertyName","type":"P"

Design time: <pegaref config={"name":".TotalCost","scale":"2","type":"P","doGroupBy":"true","groupBySize":"3","isCurrency":"true","currency":"$_val (USD)"}>

Run time: $12,345,678.00 (USD)

Display decimal places "scale":"Any number between 0 and 10"
Group digits "doGroupBy":"true","groupBySize":"Any number between 2 and 5"
Use symbol for currency "isCurrency":"true","currency":"Symbol_val"
Use code for currency "isCurrency":"true","currency":"_val (Code)"
Use symbol and code for currency "isCurrency":"true","currency":"Symbol_val (Code)"
Boolean "name":".PropertyName","type":"P","tValue":"ValueForTrue","fValue":"ValueForFalse"

Design time: <pegaref config={"name":".PropertyName","type":"P","tValue":"Yes","fValue":"No"}>

Run time: Yes

Attachment "name":".AttachmentFieldProp.pxResults(1).pyAttachmentLink","type":"A"

Design time: <pegaref config={"name":".AttachmentFieldProp.pxResults(1).pyAttachmentLink","type":"A","showLabel":"true","attachLabel":".XYZ","width":"20","height":"30"}>

Run time: The application displays image attachments, and embeds files in a .docx format as inline attachments. Otherwise, the application adds attachments as objects by suing object linking and embedding (OLE).

Text "name":".PropertyName","type":"P"
Users can insert images of any size when they use a rich text editor.

Design time: <pegaref config={"name":".PropertyName","type":"P","format":"TA"}>

Run time: Users can enter text in a text area.

Text area "format":"TA"
Rich text editor "format":"RTE"
Properties inside page list "name":".PageList().PropertyName"

Design time: <pegaref config={"mode":"pagelist","name":".PageList().PropertyName","type":"P"}>

Run time: Row 1: Value1, Row 2: Value2.

Properties inside page "name":".Page.PropertyName"
Document generation supports embedded page levels, for example .Page1.Page2.Page3.PropertyName.

Design time: <pegaref config={"name":".Page.PropertyName","type":"P"}>

Run time: PropertyValue

Section "name":"SectionName","type":"S"
Document generation does not support skin styling and CSS3. As a result, the application might not properly render Pega autogenerated sections.

Design time: <pegaref config={"name":"SectionName","type":"S"}>

Run time: Section name

Correspondence "name":"CorrespondenceName","type":"C"
Document generation does not support skin styling and CSS3. As a result, the application might not properly render Pega autogenerated sections.

Design time: <pegaref config={"name":"CorrespondenceName","type":"C"}>

Run time: Correspondence content

  • Generating case documents

    To provide your stakeholders with crucial information about your business processes in an automated and convenient way, generate case documents as part of your case life cycle. You create case documents by using templates to ensure that you deliver relevant, required data.

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