How do you propagate data from child case to parent case in PEGA?

How do you propagate data from child case to parent case in PEGA?

In pega we have several methods to propagate the data or update the data on the parent form child case. You can use the data transform by using the class pyWorkCover or you can take the page reference and set the data on the page or you can use the smart shape ‘update case’ to propagate the data.

How do I create a child case in Salesforce?

To set up a parent-child relationship for cases in Classic:

  1. Go to Setup | Customize | Cases | Page Layouts.
  2. Click on Edit next to page layout for which you wish to enable ‘Parent Case”.
  3. From Case (Support) Layout select Fields drag Parent Case and move it to your page layout.
  4. Click Save.

How do you resolve a child case in PEGA?

You can now configure a stage to resolve open child cases when the parent case is resolved. Resolving child cases on the resolution of the parent case ensures that no child cases are left open when the parent case reaches the end of its life cycle.

What is child case in Salesforce?

A case hierarchy shows cases that are associated with one another via the Parent Case field. In the case hierarchy, child cases are indented to show that they’re related to the parent case above them. To view the hierarchy for a case, click View Hierarchy next to the Case Number field on the case detail page.

What company owns Salesforce?

He is the founder, chairman and CEO of Salesforce, an enterprise cloud computing company….

Marc Benioff
Known for Founder, chairman and CEO, Salesforce Owner, Time
Spouse(s) Lynne Krilich
Children 2

How do you resolve a PEGA case?

On the Workflow tab, click Life cycle if Optional actions is selected. Decide which stage resolves the case, which is typically the last primary stage in the life cycle or an alternate stage. Click the stage. On the General tab of the property panel, click Resolve the case.

How do you resolve a case using activity in PEGA?

Resolution

  1. Copy (Save As) the activity pxForceCaseClose with a different name.
  2. Add the Pega-provided property pyStatusWork on the working page.
  3. Add the Pega-provided When condition to Work-. Resolved to skip the processing step and continue normal iteration. Tags: Pega Platform.

What is PEGA child case?

In Pega Platform™, you can model case relationships with a case hierarchy that contains top-level cases and child cases. Child cases are beneficial in situations where you want to: Model work that different parties perform. Model work that follows different reporting options. Model work that follows different time …

How to create and manage parent and child cases?

In the list of active cases, select two or more cases that you want to associate as parent and child cases. On the command bar, select Associate Child Cases. The Set Parent Child Relationship dialog box appears. In the list, select the case that you want to set as parent, and then select Set.

How do I set up a child case in Dynamics 365?

Contact your system administrator. On the nav bar, choose Microsoft Dynamics 365 > Settings. Choose Settings > Service Management. Select Parent and Child case settings. In the Case Settings dialog box, select the attributes that the child case will be inherit from the parent case.

How to add an existing case as a child?

If you want to add an existing case as a child case, do the following: On the Case Relationships tab, in the Child Case section, select the More Commands icon ( ), and then select Add Existing Case. The Lookup Records flyout appears to the right of the window.

How to inherit information from a parent case?

Choose Settings > Service Management. Select Parent and Child case settings. In the Case Settings dialog box, select the attributes that the child case will be inherit from the parent case. Using the Parent and Child case settings, specify the information that will be inherited from a parent case to the child case.