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Adding the Create stage to existing case types

Updated on May 11, 2022

To fully experience all of the possibilities that the Create stage brings to your case life cycle, add the Create stage to your existing case types after you update your system to Pega Platform 8.5.

With the Create stage, you clearly communicate the actions that users perform and which view elements users interact with before submitting a case for processing. For example, in an application for reviewing job requests, you can configure the Create stage to display a view with fields to gather a candidate's personal details and required documents.
When you update 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 update, 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.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the header of the Case type work area, click ActionsAdd create stage.
  3. In the Add create stage window, analyze the changes that occur after you add the Create stage, and then click Submit.
  4. Click Save.
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.

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