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Step 3: Case Types

This document discusses how to create and import case types when building an application on PegaRULES or PegaDM. It explains that when building on a framework, you can select case types from built-on applications that will be imported. It also provides details on the required fields needed to add a new case type when building a base application on PegaRULES or PegaDM, including the case type name and description.

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52 views

Step 3: Case Types

This document discusses how to create and import case types when building an application on PegaRULES or PegaDM. It explains that when building on a framework, you can select case types from built-on applications that will be imported. It also provides details on the required fields needed to add a new case type when building a base application on PegaRULES or PegaDM, including the case type name and description.

Uploaded by

narendra239_qis
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Step 3: Case Types

Use this panel to create case types when building a base application on PegaRULES or PegaDM, or import case types
when building on a framework.

Building on a framework
If you are building an application on a framework, select the case types that you would like to use in the
new application. By default, all are selected. The list includes case types that match one of the following
qualifications:

All top-level case types from the built-on application. Importing the top-level case type also imports all
of its sub-case types.
Any sub-case types with the include case types in the create menu check box selected on the
built-on application rule (in the Case Types array on the application rule's Cases and Data tab.
Any other work types listed on the built-on application rule that dont have a corresponding case type
rule defined.

Case types are displayed with the case type image and work types with the task image . Each item is
identified by the class rule's Description label followed by the Description text in the Case Type rule
form's History tab. When Application Express generates the application, the selected case types and all of
their sub-case types are copied over.
Optionally, expand the Additional Built-On Applications section to select case types inherited from any
other built-on applications.
You can also import case types from the Cases Explorer in your new application.
The starting processes defined in the built-on application's case type rule'sStarting Processes array
appear in the imported case type rule. These processes are not imported into your new application but
are referenced by it. You can run them from your application or copy them for specialization.
Building on PegaRULES or PegaDM
If you are building a base application on PegaRULES or PegaDM, complete the following required fields:

Case Type Enter a name that starts with a letter and use only letters, digits, ampersands,
underscores, and dash characters. The name may contain spaces and cannot not exceed 40
characters. After you generate the application, the name appears in the Descriptionlabels on the
Case Type and Class rule form headers. The system concatenates the name to create the class rule's
Class Name key part, and the case type's Applies To key part.
Description Enter a brief description of this case type. The text populates the Full Description
field on the Case Type rule form's History tab, and appears when you use the Import case types
option on the Cases Explorer, or when importing case types in Application Express.

Click Add Case Type to add another row.

You can also add case types from the Cases Explorer in your new application
Click Next to advance to the next step and click a step label on the breadcrumb display to go back. Click Cancel to
discard your configuration and close the tool.

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