Create your Pega application before you add a case type. For more information, see Create your own Pega application.
Create the case type
1
Add a case type
Click the Cases tab on the left, and then click Add a case type.
2
Name the case type
In the Add case type dialog box, type a name for your case type, and then click Submit.
3
Add the fields
On the Data model tab, add the fields to be handled by your case.To work with table data such as invoice line items, also add a field of type Field group (list). In the Options column, specify the data type you created earlier for this type of data.For more information, see Create a data type.
4
Save the case
Click Save to save the newly created case.
5
Adjust the case views
To change the data displayed in your case in different views, click the Views tab, and then click Submit when you are done.
6
Register the case in the connector
Specify the full name of the case in the Templates field of the connector configuration file.The full name is made up of the full name of the application and the name of the case type, in the format
Organization-Name of application-Class-Name of case type. To find the full name of the application, click the App tab on the left.Case views
Add a Delete button to the case
To be able to delete the case, add a Delete button to its user interface.1
Open the case information section
Click the App tab on the left. Click the name of the case type to expand it, and then navigate to User Interface → Section → pyCaseInformation.
2
Add a button control
On the Design tab, click Add new and add a new Button control.
3
Caption the button
Click the gear icon next to the new Button control to open its properties. On the General tab, replace the default text in the Button caption field with
Delete.4
Add the click action
In the Cell Properties dialog box:
- Click the Actions tab, and then click Create an action set.
- Under Action set 1, click Add an event and select Click.
- Click Add an action → All actions and select Run activity from the Other category.
- In the Activity field, type
DeleteCaseas the name for the new activity. - Open the new activity and click Create and open.
5
Configure the DeleteCase activity
On the Edit Activity form:
- Click the Parameters tab and add a new CaseHandle parameter of type
String. - Click the Steps tab and add the
Obj-Delete-By-Handlemethod. - Select the boxes next to Lock, ReleaseOnCommit, and Immediate.
- In the value field of the InstanceHandle parameter, type
Param.CaseHandle. - Click Save.
6
Set the case handle and cancel action
- Type
.pzInsKeyin the CaseHandle field. - Click Add a condition and add a Cancel action.
- In the Transition field, select
Go home, which returns the user to the list of cases. - Click Submit.
7
Save the case
In the case editor, click Save to save your changes.
