Creating a case type

1. Once you have created your Pega application, click the Cases tab on the left and then click Add a case type.
2. In the Add case type dialog box, type in a name for your case type and click Submit.
3. On the Data model tab, add the fields to be handled by your case.
   Note: If you are planning to work with table data (e.g. invoice line items), you must 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.
4. Click Save to save the newly created case.
5. If you need to change the data displayed in your case in different views, click the Views tab. On this tab:
   • Create is the view that you see when you create your case
   • Review is the view that you see when you review your case
   • Edit is the view that you see when you edit your case
   • Case attachments is the view that you see when you display or add attached files
   • Case details provides information about your case
6. Click Submit.
7. Specify the full name of the case in the Templates field of the PEGA configuration file.
   Note: The full name of the case is made up of the full name of the application and the name of the case type and has the format “Organization-Name of application-Class-Name of case type.” To find out the full name of the application, click the App tab on the left.

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Adding the ability to delete the case

1. Click the App tab on the left. Then click the name of the case type to expand it and navigate to User Interface → Section → pyCaseInformation.
2. On the Design tab, click Add new and add a new Button control.
3. Click he gear icon next to the newly added Button control to open its properties. On the General tab, replace the default text in the Button caption field with Delete.
4. While still 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. Then click Add an action → All actions and select Run activity from the Other category. In the Activity field, type DeleteCase as the name for the new activity. Then open the new activity and click Create and open.
5. On the Edit Activity form, click the Parameters tab and add a new CaseHandle parameter of type String. Then click the Steps tab, add the Obj-Delete-By-Handle method, and select the boxes next to Lock, ReleaseOnCommit, and Immediate. In the value field of the InstanceHandle parameter, type Param.CaseHandle. Click Save to save your settings.
6. Once the activity is created, type the .pzInsKey in the CaseHandle field. Next, 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) and click Submit.
7. In the case editor, click Save to save your changes.