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Case views

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Applicable to Theme Cosmos applications

A view is a reusable configuration of UI elements that you can use to build a modular, consistent, and intuitive work space with less effort. When users work on a case, they interact with case views to gain insight into the case and perform their tasks.

Case views perform their function at the case level and do not change when you progress the case through subsequent steps. Pega Platform provides the following ready-to-use case views that you can customize to meet your business needs:

Case details
Contains critical data about the case, including its priority level, operator ID, and status. The case details view is a part of the case preview panel.

For more information, see Customizing the case details section.

Tabs
Provides convenient access to views that hold supplementary case information, such as the Pulse feed.

For more information, see Adding tabs to the case preview panel.

Headers
Contains information that helps the user identify the case at first glance. The case header displays information such as the case number, while the action header includes a shortcut to frequently used operations, for example the add to favorites action.

For more information, see Adding action buttons to a case header and Adding buttons to the case action header.

Case views on a sample case page
The case header, action header, case details and tabs sections are stacked in
                    the preview on the left side of the screen.

For more information on views, see the Pega Academy article Pega Cosmos essential anatomy.

  • Customizing the case details section

    Improve the usefulness of the case summary pane by adjusting the number of case details to include only necessary fields.

  • Adding tabs to the case preview panel

    Help users gain instant access to case-relevant information and broaden the context of case previews in applications that are built on Theme Cosmos by adding supplementary tabs to the preview panel.

  • Adding action buttons to a case header

    Create shortcuts to frequently performed actions in a case, by adding more action buttons to a case header.

  • Adding buttons to the case action header

    Enhance the case management experience by adding more action buttons to a case action header, to help users perform frequent actions without having to go through a number of menus.

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