Skip to main content


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

Updating case information

Updated on March 29, 2022

You can use the Update Case shape to modify information, such as a description or priority, for one or more cases. By maintaining case information automatically, you can save time and resolve cases more quickly.

  1. Add the Update Case shape to the life cycle of your case.
    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 Workflow tab, click Life cycle.
    3. In a stage, click MoreAutomationsUpdate a case.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
    4. Click Select.
  2. Indicate how many cases to update.
    • To update all child cases, in the list, select All.
    • To update a specific child case, select the case from the list.
  3. Click the Gear icon to select target fields and values to apply from the current case.
  4. Click OK.
  5. Enter the audit note.
  6. Click Save.
  • Previous topic Saving data in a data page as part of a case life cycle
  • Next topic Directed Web Access in configuring assignments for external users

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