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Case Creation stage changes

Updated on November 10, 2021

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.

Pega Sales Automation Release Notes

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

For more information, see The Create stage in Pega Sales Automation.

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