You can customize the list of case types that are available for managers when they create reports in the Case Manager portal. When you customize the Case type list, the existing case types in the list are removed.

1. Create a data transform with the name pyRBNewReportClasses in the Code-Pega-List class. For more information about creating a data transform, see Data Transforms.
2. On the Pages & Classes tab, do the following steps:
   1. In the Page Name field, enter .pxResults().
   2. In the Class field, enter Rule-Obj-Class.
3. To add a class option in the Case type list, in the first row of the Definition tab, do the following steps:
   1. In the Action field, click Update Page.
   2. In the Target field, enter .pxResults(). In the parentheses, enter the index number that corresponds to the order in which the class appears in the Case type list. For example, if you want the class to appear first in the list, enter .pxResults(1) in the Target field.
4. To specify the class that corresponds to the index indicated in the previous step, in the child row, do the following steps:
   1. In the Action field, click Set.
   2. In the Target field, enter .pyClassName.
   3. In the Source field, enter the literal name of the class.
5. To specify the label of the class to be displayed in the Case type list, do the following steps:
   1. Click the Plus icon to add another row.
   2. In the Action field, select Set.
   3. In the Target field, enter .pyLabel.
   4. In the Source field, enter the label of the class that you want to be displayed in quotation marks.
6. For each subsequent class that you want to include, do the following steps:
   1. Right-click row 1 and select Add Sibling Below.
   2. In the new row, select Update Page in the drop-down menu of the Action field.
   3. Repeat steps 3 through 5.
7. To verify your changes, in the Case Manager portal, click Reports to open the Report Browser.
8. Click Add report. The Case type list contains only the cases from the data transform that you created.

If the Case type list does not display your changes, clear the D_pzRBNewReportClasses data page, which populates the list of case types in the Report Browser.

1. In Designer Studio, enter old:D_pzRBNewReportClasses in the search text field, and click the search result to open the Data Page rule form.
2. In the Load Management tab, click Clear data page.