Case Management Gallery landing page

The Case Management landing page contains the Case Management Gallery, which provides a working example of a case management application, and a library of frequently used rules. You can find processes, gadgets, and actions that are useful when building a case management application. All of the examples (and the Gallery itself) are guardrail compliant. Click the Open link on any page to open the corresponding rule.

Access the landing page by selecting the Designer Studio > Process & Rules > Case Management > Gallery menu item.

You can also access the Gallery by selecting Browse gallery in the Case Type Explorer actions menu.

About the Case Management Gallery

The tree in the left panel contains nodes for the sample application and for the rules. The Welcome link displays the introductory page. Click the links described below to access the other pages.

Sample Case Types

Presents a sample application case type hierarchy containing:

• Support Request — PegaSample-SupportRequest
• Repair — PegaSample-Repair
• Warranty Investigation — PegaSample-Investigation

The right panel displays the many of the items (such as Starting Process, Supporting Processes, and so on) presented on the Details tab on a Case Designer landing page. See Using the Case Type Explorer. You can do the following in the panel:

• Create a Support Request case — Select it on the case type tree and in the right panel, click the Run icon ( ) next to Start Support Request. Complete the screens and submit the case. In the Case Contents section on the user review form, note the child cases and processes that were automatically created by the system. Select items to display open cases and their assignments. Open and resolve the child cases. See Working with user forms (V6.2).
• Display a case type rule — Click the (Open) link at the top of the panel. As a best practice, do not save this rule to a RuleSet in your application (keeping the Applies To key part) for customization. Instead, make your changes in the panel item settings. When you first update a case type setting (Supporting Processes, for example), the system automatically creates an updated copy of the case type rule in to an unlocked RuleSet version in the case type's Applies To class. Subsequent edits to case type settings update the copy.
  
• Display a starter flow — Click the Starting Process name (for example, Start Support Request). To customize it, save it to a RuleSet in your application. Keep the Applies To and Flow Name key parts so that you can access and start the process from the Gallery.
• View or modify panel item settings — Click a panel item name to open its settings dialogs. After you make your updates and close the dialog, click the refresh icon ( ) to display your changes on the panel. Some updates may cause the system to create a copy of an underlying rule (other than case type). For example, if you edit the Goals and Deadlines settings, the system creates a copy of the .pyCaseTypeDefault service-level agreement to an unlocked RuleSet version in the case type's Applies To class.

You can also examine the user interface components. In the Designer Studio developer toolbar, select Live UI.

Flows

Presents a read-only image of the process displayed on the Flow Rule form's Diagram tab with a description. Expand the Parameters label below the diagram to see the values on the Flow Rule form's Parameters tab.

Flow Actions

Click the Preview button to see a how the flow action appears to users. Note that not all flow actions contain this button.

Sections

Contains reusable sections that you can use in your case management application, with a description of each. Click the Open link to open the section rule.

	case management, landing page, child case, top-level case type, ad hoc work, cover, folder, case, instantiate, case type
	About Case Type rules About the Case Manager portal

Tools — Process and Rules
Designer Studio — Landing Pages

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