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Configuring and tailoring case types

Updated on May 11, 2022

Provide users of your application with the ability to manage their work by creating case types that best suit their needs. Pega Platform offers a wide range of tools to modify case types and customize complex work processes to help users reach their business goals.

By changing a case status in the life cycle, you can communicate with stakeholders to ensure them that the process moves within the expected time frame.

  • Configuring case type settings

    Better address the individual needs of your customers by configuring case types that precisely reflect their business processes. To provide the most efficient solutions for your customers, configure their case type settings to meet all of their requirements as closely as possible.

  • Configuring complex processes

    Reach your business goals and solve cases that require additional processing by configuring advanced options for processes.

  • Managing case types

    Reflect your individual business needs and requirements by modifying your case types. You can rename, import, or delete a case type.

  • Customizing the Get Next Work logic

    You can customize Get Next Work processing to the meet the needs of your application and your business operations without creating new activities. If you create or override standard rules, save the rules in a ruleset and version that is available to all appropriate users.

  • Changing case statuses

    Communicate to stakeholders how a business process moves towards resolution, by changing the case status in the life cycle. For example, you can assure the stakeholders that the case advances within the time frame.

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