Using the intent task, you can link a case type to an interaction type and driver category. If you added new case types to your application, you can define a corresponding new interaction task in Dev Studio to set up the intent task (known as Service request options during Pega Express configuration).

1. Log in by using an administrator account. Dev Studio opens.
2. In the Explorer panel, click RecordsProcessIntent Task.
3. From the list of intent tasks displayed, identify the task that should be available for your implementation application.

• Creating an Intent Task

  Intent Tasks are used to display the list of reasons for visit an associate can select when they pick a customer from the queue in the Retail User Portal. To add a new reason for visit, create a new Intent Task and save it in the PegaCA-Data-Retail-Reason class of your implementation application.

• Interaction types, driver categories, and tasks