The Create stage in Pega Sales Automation
In Pega Sales Automation 8.7, when creating a case type, use the Create stage so that users can save their draft work in their worklist without having to submit that case. The Create stage holds a view and actions that users interact with to provide initial data before case processing starts.
- For new implementations of Pega Sales Automation, when you create a new case type, your case life cycle includes the Create stage by default.
- For existing implementations updating to Pega Sales Automation 8.7, adopting Create stage for case types is optional. In the case your implementation app uses the default case types from Pega Sales Automation application, you can expect Create stage to be included by default in the respective case types (e.g. Appointment case type).
For more information, see The Create stage in the Case Management documentation.
To understand how the Create stage can impact your existing case types, consider the various technical scenarios described in Technical considerations for the Create stage in existing case types.
In a production application, work item data volume can grow to a size where hundreds of megabytes of database storage is required. The Purge/Archive wizard automatically delete old work items from the respective tables or store them in archive files. For more information, see Purging and archiving old work items in the System administration documentation.
Pega Sales Automation cases with Create stage
In Pega Sales Automation 8.7, there are seven cases with the Create stage as the first stage by default in their case lifecycle:
- Activity
- Task
- Lead
- Contact
- Opportunity
- Appointment
- Household
Saving new cases as drafts during creation
When you need to temporarily suspend the process of creating a new case, save your work as a draft so that you do not have to re-enter all the data later on.. For example, if you do not have all the necessary information for a new contact or activity, you can save the case as a draft until you find the information that you need to submit the case.
- In the User portal, from the Explorer panel, select Create.
- Choose a case type.You can only save your work for these case types:
- Activity
- Task
- Lead
- Contact
- Opportunity
- Appointment
- Household
- Complete the fields that are marked as mandatory.
- Click on Cancel to interrupt the case creation process.
- Click on Save and close to save the case as a draft.
- Optional: Access the saved case from any of the following locations:
- My Worklist on the Home screen
- The Recents menu in the Explorer panel
- Search in the Explorer panel
Deleting new cases during creation
Cancel the case creation process to delete a case. Pega Sales Automation saves records of the case types that support the create stage.
- In the User portal, from the Explorer panel, select Create.
- Choose a case type.
- Click Cancel to interrupt the case creation
process.
- If you interrupt the process for one of these case types: activity, task, lead, contact, opportunity, appointment, or household, a dialog appears with the options to Save and close, Continue working, or Delete the new case.
- If you interrupt the process for other cases (such as Organization and Account), the create window is dismissed and the case is not recorded. The procedure ends here.
- In the dialog box that opens, click on Delete.
- Optional: Access the saved case from any of the following locations:
- The Recents menu in the Explorer panel
- Search in the Explorer panel
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