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Configuring Document intake in case designer

Updated on May 6, 2021

Use the Document intake process component in a case type as a step in any of the stages.

  1. Log in to Pega Government Platform as an administrator.

  2. In the header of your workspace, click the Switch Studio menu, and then click App Studio.

  3. In the navigation pane of App Studio, click Case types.

  4. From the Case types column, click a case type, or click the New button to create a new case type.

  5. In the Case life cycle section, click Stage, and then enter a name in the text box.

  6. Hover over process, and then click +STEPMoreProcessesDocument intake.

  7. Click the Select button.

  8. In the Document details section, in the Source list, select a source.

    1. Select By name, and in the Purpose list, select a document from the list of required documents.

    2. Alternatively, select By property to specify a property on the work class that supplies a specific document at run-time.

  9. In the Routing details area, select an operator:

    • To route the assignment to the current operator, click Current operator.
    • To specify a user or operator to whom you want to route this assignment, click Specific user, and then, in the User field, select a user or enter a property in the work class that supplies a specific operator ID at run time.
    • To route the assignment to a specific work queue, click Work queue, and then, in the Queue field, select a work queue name or enter a property in the work class that supplies a specific work queue at run time.
  10. Click Save.

  11. Viewing the added documents in read-only view

  12. Click the Views tab, and then click Create new view.

    1. In the Search box, enter Intaken documents, and then click the Add to view icon.

    2. In the Options list, select Read-only.

  13. Click Submit.

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