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

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

1 Answer

1. Then, create a new data transform. Add references to both parent and child cases under Pages & Classes.
2. Finally, set the appropriate properties. In my case, that’s just a single field: . Name .
3. Source: https://collaborate.pega.com/discussion/propagating-data-back-parent-case.

What is data propagation in PEGA?

Data propagation maps the run-time values of properties in your parent case type to properties in child case types. Data propagation is implemented in your application by properties that are programmatically set each time that a child case is added to a parent case.

Does not have any parent case?

Top level — A case type that does not have any parent case types but can become a parent of other case types. Child cases are created by case workers or when an event, such as the creation of a parent case, occurs. Remote — A top-level case type that supports users in a federation.

What is parent case and child case in PEGA?

In Pega Platform™, you can model case relationships with a case hierarchy that contains top-level cases and child cases. A parent case that creates multiple child cases allows for work to be processed in parallel. Different parties with different expertise can handle each child case.

What is difference between data transform and data propagation?

Often a data transform is a series of actions to complete all of the required transformations to a set of data. Data propagation is the mechanism of copying data within the case hierarchy.

How do you use the update case shape in PEGA?

Updating case information

1. Add the Update Case shape to the life cycle of your case.
2. Click the Update Case shape.
3. Indicate how many cases to update. To update a specific case:
4. In the Data transform field, press the Down Arrow key and select a data transform that sets property values in the case.
5. Click Submit.

Does not have any parent case child level top-level?

Unlike child case types, top-level case types are not covered by a parent. They are typically instantiated by case workers using the Case Manager portal. Your application can have many top-level case types.

What is case hierarchy in PEGA?

Case types in your application are organized by type in a hierarchical format. The position of a case type in the hierarchy defines the parent-child relationships, methods of case creation, and scope for sharing information that the case type can support.

How do you instantiate a child case in PEGA?

In the navigation pane of App Studio, click Case types, and then click the case type that you want to open. In the process in which you want to add a child case type, click Add step to the process More Automations Create case , and then click Select. In the Create case field, enter the name of the child case type.

Does not have any parent case in PEGA?

How do you make a child case in PEGA?

Hover over the Service stage and click More > Add process > New process. In the new process field, enter Create Service case . Under the Create Service case process, click STEP to create a new step in the stage. Click More > Automations > Create case, and then click Select to add to the process a Create case step.