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Creating custom case type templates

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After you create a new case type, you can quickly create additional case types with similar features by making the new case type a template, and then selecting that template when you add the new case types.

Only configure a case type to be a template if it has the following attributes:

  • The case type must be in the PegaCA-Work-Service class, or in a work pool class that inherits from it.
  • The case type must use stages and it must be configurable in App Studio. This ensures that case types created from it are also editable in App Studio.
  • The case type's decision-based steps must be built in App Studio.
  • If the case type contains reusable assets that were built using Dev Studio, the assets must be configured as relevant records to ensure that they are editable in App Studio.
Cases created from a custom case type template will inherit the case processing option settings defined for the template. A custom case type template does not support custom case processing options.
  1. In the header of Dev Studio, search for and open the pyPopulateCaseTemplates data transform.

  2. Save a copy of this data transform in your application layer if it is not already present.

  3. Add a new Append and Map to action for the case type that you want to use as a template.

    Follow the pattern used by the out-of-the-box templates as shown in the following figure:
    Append and Map to action example
    Append and Map to action for the Customer Service Generic
                                Template
  4. Save the changes.

  5. In the header of Dev Studio, search for and open the cyApplyCaseTypeTemplate data transform.

  6. Save a copy of this data transform in your application layer if it is not already present.

  7. Add a new Append and Map to action for the case type that you want to add as a template.

    Follow the pattern used in the pyPopulateCaseTemplates data transform.
  8. Save the changes.

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