Case Match form
Completing the Retrieval tab

Field

Description

Enter the class containing the cases to be retrieved.

Enter the name (second key part) of an activity that is to retrieve cases from the database. In the simplest cases, this activity may simply perform an Obj-Browse method or call a list view rule. The system uses the Target Cases Class value as the Applies To key part to finding the activity using rule resolution.

If the activity requires parameters, click  Params   and enter parameter values.

Select the name of the page to contain the retrieved cases. This page, of class Code-Pega-List class, is generated by the Content Activity. Use SmartPrompt to review the eligible page names referenced in the Content Activity.

Optional. Enter the maximum number of cases to be retrieved by the content activity. (You can use this option to prevent evaluation of an excessively large number of cases.)

If more cases are found than the limit you specify, all the cases are returned to the clipboard but a message is added to the clipboard similar to:

20 records found. Maximum allowed is 5.

The case match rule evaluates only cases within this limit. Build error handling into your application to handle this appropriately.

Optional. Identify one or more when condition rules to filter out cases that match any one of the conditions listed.

Only cases that evaluate false for all the when condition rules are scored.

These fields appear only after you select Seek First Case on the Evaluation tab. Sorting is optional and occurs before evaluation. The system selects the first sorted case that scores at the cutoff score or higher.

Optional. Identify a property (retrieved in the results of the Content Activity) for sorting. The property listed first in this array defines the major sort.

Select Ascending or Descending as the sort order for that property.