- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the header of the Case type work area, click .
- In the Add create stage window, analyze the changes that occur after you add the Create stage, and then click Submit.
- Click Save.
When you upgrade your system from Pega Platform 8.4 or earlier, you can include the Create stage in your existing case types. By adding the Create stage to your case life cycle, you clearly visualize the views and actions that users interact with before submitting a case. If you choose not to add the Create stage, your application is still fully backward compatible. After the upgrade, your case types work correctly and rely on the pyStartCase starting process. Your case types become independent of the starting process only after you add the Create stage. Adding the Create stage is optional and requires additional configuration, however, the Create stage helps you define your case types and develop your application faster. To fully understand the impact of adding the Create stage to your existing case types, analyze the technical considerations. For more information, see Technical considerations for the Create stage in existing case types.
Result: If you configured your case type to skip the Create view, the system marks the first
stage in your case life cycle as the Create stage, and displays the view associated
with the stage as the Create view. If you configured your case to display the Create
view, the system adds a new Create stage as the first stage, and you need to define the
Create view. For more information about the characteristics of case types with the
Create stage, see The Create stage. What to do next: If your case type has no Create view configured, define fields that users need to
interact with before submitting the case for processing. For more information, see Creating views for case types.