Get more work done – faster.
Oct 3, 2016
On the web
On the Pegasystems (www.pega.com) home page, click Contact.
Deprecated features in Pega 7 Platform are still supported when the product is upgraded, but their use in new development is not advised.
Copyright and trademark notices
Copyright © 2016 Pegasystems Inc. All rights reserved.
For Pegasystems Inc. trademarks and registered trademarks, all rights reserved.
Working with user forms
Standard user forms offer important capabilities and power to application users. You can customize the standard forms to meet design or usage requirements for your application.
Audit trails, case narratives, and attachments
User forms include two tabs. The Audit tab enables users to display the work history and narrative entries for a case.
Working with ad hoc cases
An ad hoc case is a case an operator can manually create to track work that is not instantiated from a case type defined in the current application.
Case Manager portal
Pega 7 Platform includes a standard portal that is recommended for new applications, the Case Manager.
Case Manager portal — Using My Cases
The My Cases page in the Case Manager portal initially displays, in the top-level nodes of a tree grid, all cases where the following are true:
Case Manager portal — Using the Dashboard
The Dashboard page of the Case Manager portal is the default home screen that appears when a user logs in to the Case Manager.
Adding a case or Pulse attachment from a web storage provider
When you work on a case, you can add content from a web storage provider to the case in the Attachments and Pulse sections.