Case summary implementation
The Case summary is displayed after the completion of each assignment in the flow or when when you click Save for later in the case.
A top-level NavigationSkeleton section rule is loaded as the Case summary screen. On every load, a data page is called, which then calls an activity to populate the stages and their list of processes. Some sections are embedded in the top-level section to show that stage's list and other data related to the case.
The rules used to implement the case summary screen are outlined in the following table:
Rule name | Rule set | Rule type | Description |
---|---|---|---|
D_NavigationSummary | PegaCLMFS | Data page | Retrieves Navigation summary information for the pyWorkPage rule in the clipboard. |
NavigationSkeleton | PegaCLMFS | Section | Displays Case summary information. |
NavigationSummary | PegaCLMFS | Activity | Retrieves stage information for a case in the D_NavigationSummary data page, which is used in any section to display the stages, flows, and screenflows view. |
NavigationDisplayStages | PegaCLMFS | Section | Displays the stages. |
NavigationDisplayProcesses | PegaCLMFS | Section | Displays the processes and their tasks. |
NavigationSidebar | PegaCLMFS | Section | Shows the remaining data in the Case summary screen. |
NavigationCompletionGadget | PegaCLMFS | Section | Shows the progress gadget with statuses. |
D_SiblingRelatedCasesByObjectTypeLink | PegaCLMFS | Data Page | Provides a list of related cases by using the ObjectType property containing the value of the main case. |
RelatedCasesByObjectType | PegaCLMFS | Report Definition | Retrieves the sibling cases based on the ObjectType property. |
DisplayPendingRequirements | PegaCLMFS | Section | Displays pending requirements. |
D_RequirementList | PegaCLMFS | Data Page | Fetches requirements. |
ListRequirementCase | PegaCLMFS | Data transform | Loads requirements. |
RefreshRequirementCase | PegaCLMFS | Activity | Refreshes Requirement case details. |
NavigationDataCategories | PegaCLMFS | Section | Shows data categories. |
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