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Case summary implementation

Suggest edit Updated on April 30, 2019

The Case summary is displayed after the completion of each assignment in the flow or when when you click Save for later in the case.

A top-level NavigationSkeleton section rule is loaded as the Case summary screen. On every load, a data page is called, which then calls an activity to populate the stages and their list of processes. Some sections are embedded in the top-level section to show that stage's list and other data related to the case.

The rules used to implement the case summary screen are outlined in the following table:

Rule name

Rule set

Rule type

Description

D_NavigationSummary

PegaCLMFS

Data page

Retrieves Navigation summary information for the pyWorkPage rule in the clipboard.

NavigationSkeleton

PegaCLMFS

Section

Displays Case summary information.

NavigationSummary

PegaCLMFS

Activity

Retrieves stage information for a case in the D_NavigationSummary data page, which is used in any section to display the stages, flows, and screenflows view.

NavigationDisplayStages

PegaCLMFS

Section

Displays the stages.

NavigationDisplayProcesses

PegaCLMFS

Section

Displays the processes and their tasks.

NavigationSidebar

PegaCLMFS

Section

Shows the remaining data in the Case summary screen.

NavigationCompletionGadget

PegaCLMFS

Section

Shows the progress gadget with statuses.

D_SiblingRelatedCasesByObjectTypeLink

PegaCLMFS

Data Page

Provides a list of related cases by using the ObjectType property containing the value of the main case.

RelatedCasesByObjectType

PegaCLMFS

Report Definition

Retrieves the sibling cases based on the ObjectType property.

DisplayPendingRequirements

PegaCLMFS

Section

Displays pending requirements.

D_RequirementList

PegaCLMFS

Data Page

Fetches requirements.

ListRequirementCase

PegaCLMFS

Data transform

Loads requirements.

RefreshRequirementCase

PegaCLMFS

Activity

Refreshes Requirement case details.

NavigationDataCategories

PegaCLMFS

Section

Shows data categories.

Tags

Pega Client Lifecycle Management for Financial Services System Architect Lead System Architect Business Architect User Experience Designer Project Manager System Administrator Financial Services
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