Only configure a case type to be a template if it has the following attributes:

• The case type must be in the PegaCA-Work-Service class, or in a work pool class that inherits from it.
• The case type must use stages and it must be configurable in App Studio. This ensures that case types created from it are also editable in App Studio.
• The case type's decision-based steps must be built in App Studio.
• If the case type contains reusable assets that were built using Dev Studio, the assets must be configured as relevant records to ensure that they are editable in App Studio.

1. In the header of Dev Studio, search for and open the pyPopulateCaseTemplates data transform.
2. Save a copy of this data transform in your application layer if it is not already present.
3. Add a new Append and Map to action for the case type that you want to use as a template.
   Follow the pattern used by the out-of-the-box templates as shown in the following figure:

   

   

4. Save the changes.
5. In the header of Dev Studio, search for and open the cyApplyCaseTypeTemplate data transform.
6. Save a copy of this data transform in your application layer if it is not already present.
7. Add a new Append and Map to action for the case type that you want to add as a template.
   Follow the pattern used in the pyPopulateCaseTemplates data transform.
8. Save the changes.