Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Importing the remote case type template (Pega Customer Service)

Updated on December 23, 2021

Pega Customer Service version 8.7 adds the remote case processing feature so that CSRs can process case types for other Pega applications from the Interaction Portal without changing applications. This new feature requires a new case type template, the Customer Service Remote Template. Customers that updated from an earlier version of Pega Customer Servicewho want to use remote case processing must import the case type template.

Pega CRM Update Guide
For information about remote case processing, see Remote case types.
  1. Open your implementation application in Dev Studio.
  2. In the navigation pane of Dev Studio, click the Options menu, and then select CreateSysAdminClass.
  3. Create a new implementation class for your application that is similar to the PegaCA-Work-Service-Remote class and that points to the correct class group and inheritance.
    New implementation class for your application
    New implementation class for your implementation application
  4. In the header of Dev Studio, click ApplicationDefinition, and then click the Cases & data tab.
  5. In the Case types section, click the Add item icon, and then select the new implementation class.
  6. Click Save.
  • Previous topic Enabling settings for business conditions (Pega Customer Service)
  • Next topic Copying response time-out in Pega Sales Automation

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us