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Adding instructions to assignments

Updated on November 22, 2021

Provide users with guidance on how to complete their tasks by adding instructions to assignments. When you add instructions for completing steps, you give users independence, and accelerate case resolution.

Before you begin: Add a step to your case life cycle. For more information, see Adding a step to a process.
  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 Case life cycle section, click the step that you want to supplement with instructions, for example, Collect information.
  3. In the Step property panel, click the General tab.
  4. In the Instructions for user field, enter additional information about the step.
    For example: Enter your personal details.
  5. Click Save.
Result: At run time, the instructions appear at the top of the form that the user completes.

Related articles

Learning about step typesCollecting information from a userAdding a process to a stage

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Pega Platform 8.4 Case Management

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