Skip to main content


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

Aggregating data in a parent case in Dev Studio

Updated on March 29, 2022

Speed up case processing by configuring a parent case to update specific values each time the values in child cases change.

For example, you can create a parent case that represents a request for an insurance offer, and then supplement the case with child cases that visualize life insurance and property insurance in an insurance application. When a customer service representative (CSR) updates the values in the child cases, the insurance application automatically calculates the total value in the parent case.
Before you begin: Create a child case type. For more information, see Creating a child case type.
  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
  2. Click the Settings tab, and then click Calculations.
  3. In the Calculations section, click Add calculation.
  4. In the Calculated property field, press the Down arrow key, and then select the property in which you want to aggregate data.

    The calculated property stores the sum of other properties, across all child cases of the parent case.

    Caution: Ensure that this property is not associated with a declare expression, because the value of the property can be overwritten.
  5. In the Case type list, select a class of a case type that is a child of your current case type.
  6. In the Property field, press the Down Arrow key, and select the name of a single-value property that you want to add to the cumulative property.
  7. Optional: To add more properties that the system sums up at run time, click Add property, and then repeat steps 5 through 6.
    For example: The following figure shows configuring a property in a parent case to be a sum of two properties from child cases:
    Configuring data aggregation from child cases to a parent case
    Dialog box with a calculated property in a parent case configured to be a sum of two properties from two child cases.
  8. Click OK.
  9. Click Save.
Result: At run time, an application updates the value of the calculated property in the parent case each time you change any of the selected properties in a child case.

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