How to retrieve specific case related data in the background automatically?
I have a requirement where I have to showcase data from another casetype into a case of a different casetype. I tried Case reference field type but the user has to manually select the particular case ID. But my requirement is that the data should be automatically retrieved from a particular case. How do I do that?
Accepted Solution
Updated: 9 Apr 2025 1:18 EDT
Capgemini
IN
Hi @eswac,
To achieve this you can follow below steps :
- Create an activity which implement the business logic that decides which case to open.
- Make use of Obj methods like obj-browse and obj-open for fetching data and accessing data object.
- Map data from workobject to current case for further use.
Hope it helps!
Thanks, Ankit
Eclantiqx
IN
Hi @eswac,
As per your requirement if you want to get matching case details automatically you need to create a custom activity on that you need to pass the properties to filter and get the matching case details from another case type and map it to your case.
Regards,
Prasad.
Pegasystems Inc.
IN
Thank you so much for the reply, I haven't tried this approach, but I'll try look into it.
Accepted Solution
Updated: 9 Apr 2025 1:18 EDT
Capgemini
IN
Hi @eswac,
To achieve this you can follow below steps :
- Create an activity which implement the business logic that decides which case to open.
- Make use of Obj methods like obj-browse and obj-open for fetching data and accessing data object.
- Map data from workobject to current case for further use.
Hope it helps!
Thanks, Ankit