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The Create stage in Pega Sales Automation

Updated on December 31, 2022

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.

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  • 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).
Note: Only those case types with Create stage can be marked as offline-enabled cases for use in Mobile App.

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.

  1. In the User portal, from the Explorer panel, select Create.
  2. Choose a case type.
    You can only save your work for these case types:
    • Activity
    • Task
    • Lead
    • Contact
    • Opportunity
    • Appointment
    • Household
  3. Complete the fields that are marked as mandatory.
  4. Click on Cancel to interrupt the case creation process.
    Result: A dialog appears with the options to Save and close, Continue working, or Delete the new case.
    Cancel case dialog
  5. Click on Save and close to save the case as a draft.
    Result: The system saves the case with the New status.
  6. 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
    Note: Most of the case-specific options are not available in the review screens of draft cases.

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.

  1. In the User portal, from the Explorer panel, select Create.
  2. Choose a case type.
  3. 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.
      Cancel dialog
    • 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.
  4. In the dialog box that opens, click on Delete.
    Result: The case is resolved. Pega Sales Automation saves the case with a Resolved-Cancelled status (or Resolved-Draft status for appointments).
  5. Optional: Access the saved case from any of the following locations:
    • The Recents menu in the Explorer panel
    • Search in the Explorer panel
    Note: Most of the case-specific options are not available in the review screens of deleted cases.

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