Creating cases
Create and process cases in a portal, so that users can perform their work more efficiently and meet their business goals. For example, a customer service representative can create a case to collect and process information from a customer applying for a loan, and then resolve the case to achieve a specific outcome, such as granting the loan.
A case that a user creates is an instance of the specified case type, which is a predefined, reusable template of a business process that you want users of your application to follow. Case types consist of stages, processes, and steps, which a case worker completes to resolve a case.- Ensure that your application can use Cosmos React UI for landing pages. For more information, see Implementing in Pega Platform. For applications without Cosmos React UI, see Creating cases.
- Create case types that you can reuse for multiple business processes. For more information, see Creating a top-level case type.
- Define which cases the user can create. For more information, see Organizing the main menu for a portal
- Log in to the portal in which you process cases.
- In the navigation pane, click Create, and then select the case
type that you want to use to create your new case.
For example: Creating a case from a Home mortgage case type in User Portal 
- Optional: To discontinue work on a case before submitting the case for processing, click
Cancel, and then select a relevant option:
- To delete a case, click Delete.
Note: If you cancel the case at the Create stage, the case enters the Resolved-Cancelled status. Worklists and work queues omit the case. For more information, see Adding the Create stage to existing case types and The Create stage FAQ.
- To close the case and save your work, click Save and close.
- To delete a case, click Delete.
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