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Question

 irah rosete (irahr225)
macquarie bank

macquarie bank
AU
irahr225 Member since 2020 1 post
macquarie bank
Posted: Feb 11, 2020
Last activity: Feb 12, 2020
Posted: 11 Feb 2020 6:26 EST
Last activity: 12 Feb 2020 1:54 EST
Closed

case note configuration

we use checklists a lot. is there a way to configure case note or anywhere within the case to have configurable checklists that case owners can tick as they go?

the checklists differ according to the type of case, and will also need to be dynamic (able to be updated) as it will change when there are changes in products or regulation.

***Moderator Edit-Vidyaranjan: Updated Platform Capability***
 

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Case Management

Posted: 6 years ago
Posted: 11 Feb 2020 13:17 EST
Manish Goutam (Manish Goutam)
PEGA
Lead System Architect
Pegasystems Inc.
IN

You may have to create a data type for checklist items and show based on the case type. you can create a data page which will take case type as parameter and return you the list of checklist items. 

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