Name
Description
Shape type
Icon
Attach Content
Attaches a file, URL, or note to a case.
Utility
Approval
Routes a case to one or more reviewers, based on a user name, reporting structure, or authority matrix.
Subprocess
Change Stage
Moves the case to a different stage in the life cycle.
Utility
Create case
Creates a top-level case or one or more child cases.
Utility
Create PDF
Creates a PDF file from a specified section and attaches it to the case.
Utility
Duplicate Search
Returns a list of cases that match the search criteria that are defined in the case type.
Subprocess
Persist Case
Converts a temporary case to a permanent object in the database.
Utility
Post to Pulse
Creates a message that is sent to the Pulse social stream.
Utility
Push Notification
Sends a notification to an iOS or Android mobile device to indicate that an action is required by the user.
Utility
Question
Asks the user to answer a simple question, based on the format that you provide. This shape is only available when PegaSurvey is installed.
Subprocess
Send Email
Sends an email to one or more work parties.
Utility
Send via DocuSign
Sends documents for electronic signatures by using the DocuSign service.
Utility
Survey
Asks the user to take a survey, based on the format that you provide. This shape is only available when PegaSurvey is installed.
Subprocess
Update a Case
Updates the case or all child cases and descendants.
Utility
Pauses an assignment for a specified length of time or until a specific date is reached, or until another case reaches a defined status.
