Associating data objects with case types

Provide the transparency of data that a Microjourney requires by associating data objects with case types. When you define which data objects you need to create to process your business case, you improve the overall planning and development of your application.

Before you begin: 
When you associate a data object with a case type, you create a draft relationship between the object and the case type. Visualization of this relationship helps your team understand what data objects they need to define, so that users of your application can begin their Microjourney. For example, in a case type that represents a hiring process, you can associate data objects for Personal details and Contact details with a Collect personal details stage.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the Data & Interfaces section of a stage in which you want to add a data object, click Data, and then select a data object that you want to use:
    Choices Actions
    Create a new data object
    1. In the list, select Data object > New data object.
    2. In the New data object window, in the Name field, enter a descriptive name for the data object.
    3. Click Submit.
    Select an existing data object In the list, click Data object, and then select the data object that you want to add.
    By default, App Studio associates data objects with the Pega integration system.
  3. Optional: To associate the data object with a different integration system, click the system name, and then in the System section, in the Select system list, select a different system:
    Choices Actions
    Create a new system
    1. In the list, select Create new.
    2. In the New system dialog box, in the Name field, enter a descriptive name for the system.
      For example: Enter LinkedIn.
    3. Click Submit.
    Select an existing system In the list, select the system that you want to use.
  4. Optional: To indicate that the application reads the data object from the system, select the Read check box.
  5. Optional: To indicate that the application updates the data object in the system, select the Write check box.
    Your application can both read and update data in the system.
  6. Optional: To indicate that the external system that you want to use has defined APIs , in the System details section, select the Existing API check box.
    Using existing APIs affects project estimation and shortens the estimated development duration.
  7. Optional: To communicate when you want to include the data object in your Microjourney, associate the data object with a release:
    1. In the Additional details section, click Configure release.
    2. In the Edit details dialog box, in the Release list, select the release.
    3. Optional: To indicate how much time the development team needs to implement the data object, in the Complexity list, select a relevant option.

      Implementing a data object includes defining fields in the data object, defining the system, defining the data view that the use case requires, and defining a case type to include the data object in an assignment or other type of step.

      The complexity of the data object affects project estimation and expected development duration.
    4. Optional: To provide more information, in the Comment text box, enter a short description.
    5. When you implement the data object, select the Mark as done check box.
    6. Click OK.
  8. To add more systems to the data object, in the Data & Interfaces section, locate the data object that you want to associate with another system, click System, and then define the system details:
    Choices Actions
    Create a new system
    1. In the list, select New system.
    2. In the New system dialog box, in the Name field, enter a descriptive name for the system.
      For example: Enter Job opportunities.
    3. Click Submit.
    4. Repeat steps 4 through 7.
    Add an existing system
    1. In the list, select the system that you want to use.
    2. Repeat steps 4 through 7.
  9. Click Save.
Result: Your case life cycle displays draft data objects that you can use when you plan development of your application.
What to do next: Turn the draft data associations into permanent data objects that you can use in your application. See Implementing draft data objects.