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The Create stage

Updated on November 22, 2021

To speed up case creation and clearly visualize the elements that users interact with before case processing starts, your case life cycle includes a default Create stage every time you create a new case type.

When you create a new case type, your case life cycle includes the Create stage by default. The Create stage holds a view and actions that users interact with to provide initial data before case processing starts. For example, in an application for reviewing loan requests, you can define a view that displays fields to collect the customer's personal details and their requested loan amount.

Case Designer marks the Create stage with a green bar, as in the following example:

Case Designer displaying a case type with a renamed Create stage
Case Designer displaying a case type with a renamed Create stage identified by a green underline.

The starting process

Case types that include the Create stage are independent of the pyStartCase or any other starting process during case creation. As a result, your application is more granular and easier to maintain because you do not have to provide the starting process when you configure various functionalities, such as email instantiation of cases.

  • The Create stage FAQ

    The Create stage captures initial data before case processing starts, so that case creation experience across channels is more model-driven and intuitive. By understanding how the Create stage works, you can use it in a way that is the most efficient and appropriate for your business scenario.

  • Adding the Create stage to existing case types

    To fully experience all of the possibilities that the Create stage brings to your case life cycle, add the Create stage to your existing case types after you upgrade your system to Pega Platform 8.5.

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