Reuse business processes by persisting temporary cases into permanent objects in your
database. By using this action as a part of your duplicate tracking logic, you can save
resources and ensure that your application creates only unique, relevant cases.
Before you begin: Create a temporary case. For more information, see Creating temporary cases.
training materials, see the Creating and persisting temporary cases module on
Pega Academy.Note: You can only create a temporary case for case types
without the default Create stage. Case types that you create in Pega Platform 8.5 and later have the Create stage included by default. You can
only create a temporary case for case types that you migrate from Pega Platform 8.4 or earlier. For more information, see The Create stage.
You can create a temporary case to save your database
resources when you are unsure whether the case is unique to your application or when a
customer discards the case before completing it. After you confirm that the case is unique or
decide to reuse the case in the future, you can persist a temporary case. You can also use
temporary cases before the system evaluates whether the interaction with a customer requires
creating a case. For example, in an airline reservation application, when a customer connects
with the system, the application creates a temporary case. If the customer simply reviews
their scheduled flights, the application closes the temporary case after the customer leaves
the system. If the customer wants to edit their reservation, the application persists the
- Add the Persist Case shape to your case life cycle:
- In the navigation pane of
App Studio, click Case types, and then click the case type that
you want to open.
- In a process in which you want to add the shape, click .
- Click Select.
- In the Persist case field, enter a name for the step.
- Optional: to provide more auditing information, in the Step properties
panel, enter an audit note.
- Click Save.