Case and workflow views
A view is a reusable configuration of UI elements that you can use to build
a modular, consistent, and intuitive work space with less effort.
When users
work on a case, they interact with case and workflow views to gain insight into the case and
perform their tasks.
You can inspect the views that each case type contains by reviewing the Views tab in the Case Manager. While the number and design of the views differ from case type to case type, the case user interface always comprises the following two types of views:
- Case views
- These views carry out their function at the case level and do not change when you progress the case through subsequent steps. For example, a summary pane that contains case details, such as operator ID or priority level, is a case view. Pega Platform provides a number of ready-to-use case views that you can customize to meet your business needs.
- Workflow views
- Unlike case views, these views work at a step level and represent work that the user needs to complete. Workflow views make up forms, and the application creates them automatically for every step in the case life cycle. For example, a data collection step might use a workflow view that contains multiple fields that the user needs to complete.