Create cases in bulk to define case details, such as labels and work statuses, in one
step without manually interacting with individual forms. For example, in an insurance
application, you can save time by creating multiple cases for home, car, and life insurance in
bulk.
Note: Only Pega Platform
applications that you build with Theme UI-Kit support bulk
processing.
Before you begin:
Ensure that your access group is associated with a
role that grants you the Work-.PerformBulk privilege. For more
information, see Granting privileges to an access role.
Optional: To define more case details during bulk creation, customize the
pyBulkCreate section by adding relevant
properties.
In an end-user portal, for example, the Case Manager portal, in the rightmost end of
the navigation pane, click the user icon (for example ), and then select Bulk actions.
In the Bulk section, click Create.
In the Case Type list, select the name of a top-level case
type.
Pega Platform supports bulk creation only for parent case
types.
Click Add Case, and then define values for your cases:
In the Label field, enter the name of the case that is
visible in worklists and forms.
Result: The application stores labels in the Work-.pyLabel
property.
In the Description field, enter the purpose of the
case.
Result: The application stores descriptions in the
Work-.pyDescription property.
In the Status list, select the initial status of the
case.
Result: The application stores statuses in the
Work-.pyStatusWork property and updates them automatically when
case workers process a case.
Result: The application creates cases based on the values that you
provide, and displays the current status of each case in the Processing
Results column of the case list.Cases that are created in bulk
), and then select Bulk actions.