Skip to main content

 –

Creating a primary stage

Suggest edit Updated on November 29, 2021

Represent main phases of your business process by creating primary stages in a case life cycle. By creating stages, you can ensure that your work is divided into logical phases, so that you can track and resolve the tasks more conveniently.

Primary stages visualize the main phases of your business process. For example, for a Review job application case type, you can create stages, such as Submission, Application review, Decision, and Job offer.
Before you begin: Define a case type. For more information, see Creating a top-level case type.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. On the Workflow tab, click Life cycle.
  3. In the Case life cycle section, click Stage, and then enter a unique name in the text box.
    By default, the system creates a stage for each case life cycle that you define.
  4. In the Stage property panel, on the General tab, define the transition after this stage is complete:
    • To move to the next stage, select Automatically move to next stage.
    • To let the customer service representative decide which stage the case enters, select Wait for a user action.
    • To close the case, select Resolve the case, and then define the resolution status and options.
  5. Click Save.
Result: At run time, a breadcrumb navigation of a case displays names that you associate with the stages, as shown in the following figure:
Case breadcrumb navigation
Names of stages in a breadcrumb navigation of a case.
What to do next: Organize work within stages by adding processes. For more information, see Processes in a case life cycle.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us