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Smart shapes in a flow

You can add smart shapes to a flow diagram or process in a stage. By using shapes that are already configured, you can build flows faster. Smart shapes are supported in Process Modeler and Case Designer.

The following table describes the smart shapes for flow diagrams and processes.

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

Wait

Pauses an assignment for a specified length of time or until a specific date is reached, or until another case reaches a defined status.

Utility