Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Creating ad hoc cases

Updated on November 22, 2021

You can handle business exceptions or track related tasks in the case that you currently process by creating an ad hoc case. With an ad hoc case, you can resolve exceptional processes without modifying the existing case structure, because ad hoc cases are not instances of a case type.

For example, a case worker, such as a human resources employee, can create an ad hoc case when an application from a job candidate requires an additional background check.
Before you begin: Ensure that your dashboard includes the My Cases widget. For more information, see Adding a widget to your dashboard.
  1. In the Case Manager portal, in the My Cases widget, in the Create an ad hoc case text field, enter a name for your ad hoc case.
  2. Click Quick create.
  3. Add tasks to the ad hoc case:
    1. In the My cases widget, click the name of the ad hoc case that you created.
    2. In the upper-right corner of the portal, click ActionsCreate tasks.
    3. In the Ad hoc case dashboard section, click Add a task, and then specify instructions for the task, an assignee, and a deadline.
    4. Click Submit.
    Result: Your application displays the task. Users can make notes in the tasks when they complete them.
Result: If you create multiple tasks in an ad hoc case, your application displays the next task after the user resolves the current task.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us