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Creating temporary cases

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To resolve unique cases that you do not intend to persist, and to save database resources, create a temporary case. For example, you can create a temporary case that tracks the delivery status of a package. This case is useful when customers want to know when their package arrives, but after the customer receives the package, you do not need to persist the case.

Create a case type. For more information, see Case types.

Your application cannot route a temporary case, and only one operator can process and resolve the case.

You can only create a temporary case for case types without the default Create stage. Case types that you create in Pega Platform 8.5 and later have the Create stage included by default. You can only create a temporary case for case types that you migrate from Pega Platform 8.4 or earlier. For more information, see The Create stage.

For relevant training materials, see the Creating and persisting temporary cases module on Pega Academy.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. In the case working area, click the Settings tab.

  3. In the navigation pane, click General.

  4. In the Behavior section, select the Create temporary case that is not saved until a 'Persist case' step is reached check box.

  5. Click Save.

To save a temporary case to the database for reuse in the future, convert the case into a persistent object. For more information, see Persisting temporary cases.

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