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Creating cases from optional actions

Updated on May 11, 2022
Applicable to Theme Cosmos and Cosmos React applications

Start one or more cases from the current case by selecting a relevant action from the Actions menu. By enabling users to create cases on demand without navigating away from the main case, you make your process more effective, convenient, and suited to your business goals

For example, in an application to process company purchases, a user can start a new case to create a new vendor, or update vendor data in the system.

Before you begin:
  1. Add a supporting process to your case type. For more information, see Adding supporting processes to cases.
    Tip: Give a meaningful name to the supporting process, for example Create a new vendor because the name that you give to the process is visible at run time as the optional action name in the Actions menu.
  2. Add the child case to the Create case step of the supporting process. For more information, see Creating a child case type.
    Tip: Keep your supporting process simple without unnecessary steps or actions. The process only needs the Create case step that triggers the relevant child case.
  1. Log in to an end-user portal, for example, Web Portal.
  2. Create or find a case that you want to process.
    Tip: You can locate a case by searching for it or by looking in your worklist or the Recents list.

    For more information about creating cases, see Creating cases.

  3. In the Tools section, click Actionsoptional action name.
    For example:
    Creating a new case from the current case
    Creating a new case from the Actions menu of the current case.
    Result: The system runs the selected child case. If the new case has the Create stage with steps configured, you can see a modal dialog box in which you can enter the new case details, as in the following example:
    Child case created from the current case
    Modal dialog box with the Create stage form of the new child case that you created from the current case.

Tags

Pega Platform 8.7 Case Management

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