Skip to main content


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

Initializing data at case creation

Updated on March 29, 2022

Automatically load data for a new case by configuring data initialization for a case type. For example, a mobile application uses a customer's location data to provide products that are available in the customer's area. As a result, customer service is more efficient because the customer does not need to manually provide additional information each time they use the app.

Before you begin: Ensure that you can access Dev Studio. For more information, see Learning about access groups.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click Data initialization.
  3. In the Data initialization section, click Configure in Dev Studio.
  4. Configure the data transform that you want to run at case creation.
  5. Click Save.
Result: The system runs the pyDefault data transform to initialize data whenever you create a case, and uses this data to populate the fields in the Create stage.

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