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Tagging a case

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You can associate a tag with a case. A lock is not required to tag a case. You can tag a case regardless of the case's current status.

Only standard Pega Platform applications support tagging cases. Applications that you build on Cosmos React do not support this feature.
  1. Open a case by searching for it or clicking a case ID in your worklist.

  2. Access the case and click the Tags icon. The Manage Tags dialog displays.

  3. Select from the list of existing tags or type a new tag, and then click the Add Tag button. The tag appears in the Associated Tags list.

  4. Optional:

    To delete a tag from a case, click the Delete button associated with the tag you want to remove.

    This deletes the link from the tag to the case; it does not delete the tag from the database table. For more information, see Pega-EndUserUI agent.
  • Case tags

    When users tag their cases, they can find relevant information faster. A tag is a text value that case workers and case managers can associate with one or more cases. Users can select from a list of available tags or create new tags, and then filter cases and Pulse messages based on tags.

  • Enabling case tags

    Speed up case search by enabling case tags. When users tag cases, they can filter cases and Pulse messages to retrieve relevant information.

  • Creating suggested tags for cases

    Ensure that users can find relevant cases by providing suggested tags. When users apply consistent tagging in cases and Pulse messages, they faster obtain information that they need.

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