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Creating a top-level case type


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Improve work processing in your application by creating top-level case types that visualize business processes. When you visualize a business process, you can conveniently divide the process into phases, and then track and manage work with greater ease.

For example, you can create a top-level case type that represents a hiring process, and then reuse the type every time when you want to process a job application from a new candidate.
  1. In the navigation pane of App Studio, click Case types.

  2. In the header of the navigation pane, click Manage.

  3. Click New.

  4. In the Case type name field, enter a name for the case type.

  5. Optional:

    To reuse assets from another case type, click Advanced, and then select a case type.

  6. Click Next.

Your new case type includes a default Create stage with a Create process.

  • The Create stage

    To speed up case creation and clearly visualize the elements that users interact with before case processing starts, your case life cycle includes a default Create stage every time you create a new case type.

  • Case types

    Save time and maximize efficiency when you implement similar business processes by defining case types. A case type is a visual representation of your business process, and a template for work that you can reuse for multiple instances of your business process. By creating a case type, you define the ultimate goal of a business process, the path that the case must follow to a resolution, the people who are involved in processing the case, and the data that the case requires.

  • Case life cycle elements

    Visualize your work, organize tasks, and achieve the goals of your business process by defining the case life cycle. Creating the case life cycle is a technique that you can use to model a path that your case follows to resolution by grouping tasks in a logical and practical way.

  • Creating a data model from a spreadsheet

    To simplify automating and digitizing your business process and eliminate the need to reference external spreadsheets, create data objects by importing XLSX and CSV files. For example, users that work on App Factory can import Excel spreadsheet data to automatically track the status of customer data, invoices, and service requests.

  • 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.

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