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Question

 Fernando Hermida Méndez (FHermida)
BWatr
Senior Business Manager
BWatr
ES
FHermida Member since 2022 1 post
BWatr
Posted: Aug 9, 2022
Last activity: Aug 9, 2022
Posted: 9 Aug 2022 11:56 EDT
Last activity: 9 Aug 2022 17:00 EDT
Closed

Pega CLM KYC exercise - New stage

I'm reviewing the implementing CLM course doing the exercises included. One of them consist basically in add one new stage to the standar cycle of the onboarding (capture, enrich, DD, fulfillment). It's all ok but when I launch the page, the new stage don't appears when I'm trying to do a new onboarding... Can someone give me a hand?

https://support.pega.com/question/how-filter-multiple-values-given-single-param-report
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Pega Client Lifecycle Management for Financial Services 8.7
Case Management
Financial Services
Business Architect
Pega Academy

Posted: 3 years ago
Posted: 9 Aug 2022 17:00 EDT
Bas Groeneveld (BasRulesMatter)
Sopra Steria
Pega Developer
Sopra Steria
NL

@FHermida Do you have a screenshot of your case life cycle? You need to make sure the case type is saved and if the stage does not have any processes with steps, I doubt it will show up in the navigation. Are you also sure that the stage isn't conditionally visible? 

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