Asking a group of related questions in a case
Collect information from a user who processes a case by using the Question page shape. By providing a structured format for questions and answers, you can quickly incorporate user feedback into a case. For example, in a car insurance case, a case worker asks a customer a set of questions about the circumstances of an accident, and then uses the answers to create a summary of the insurance claim.
Only standard Pega Platform applications support running a question page from the case life cycle outside of a questionnaire. In applications based on Cosmos React, you can run a questionnaire by using the Questionnaire shape. For more information, see Running a questionnaire in a case.
- Add the Question page shape to the life cycle of your case.
- In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, in the Life cycle section, hover over a process in a stage, and then click .
- Click Select.
- In the Answer set of questions field, provide a name for the step, for example, Rate the product.
- In the Route to field, press the Down arrow key, and then select
the user who is responsible for answering the questions on the page:
- To route the question page to the user who currently processes the case, select Current user.
- To route the question page to a specific user, select Specific user, and then, in the Operator field, enter the ID of the user to complete the question page.
- Optional: To control whether your application displays the question page at run time, in the Display when field, press the Down arrow key, and then select a when condition.
- Optional: To provide additional comments about the question page, in the Audit note field, enter some helpful extra text.
- Click Save.
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