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Asking a group of related questions in a case

Suggest edit Updated on November 26, 2021

Collect information from a user who processes a case by using the Question page shape. By providing a structured format for questions and answers, you can quickly incorporate user feedback into a case. For example, in a car insurance case, a case worker asks a customer a set of questions about the circumstances of an accident, and then uses the answers to create a summary of the insurance claim.

Only standard Pega Platform applications support running a question page from the case life cycle outside of a questionnaire. In applications based on Cosmos React, you can run a questionnaire by using the Questionnaire shape. For more information, see Running a questionnaire in a case.

Before you begin: Create a question page that you want to run in a case. For more information, see Create a question page.
  1. Add the Question page shape to the life cycle of your case.
    1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
    2. On the Workflow tab, in the Life cycle section, hover over a process in a stage, and then click StepMoreAutomationsQuestion page.
    3. Click Select.
  2. In the Answer set of questions field, provide a name for the step, for example, Rate the product.
  3. In the Route to field, press the Down arrow key, and then select the user who is responsible for answering the questions on the page:
    • To route the question page to the user who currently processes the case, select Current user.
    • To route the question page to a specific user, select Specific user, and then, in the Operator field, enter the ID of the user to complete the question page.
  4. Optional: To control whether your application displays the question page at run time, in the Display when field, press the Down arrow key, and then select a when condition.For example: Display a set of questions about the details of a vehicle only if the customer's insurance covers the type of accident that a customer had.
  5. Optional: To provide additional comments about the question page, in the Audit note field, enter some helpful extra text.
  6. Click Save.
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