Question
IN
Last activity: 6 Feb 2016 16:11 EST
Why there is Case Designer and Case Type Rules for a CASE?
Hi Guys,
I found all similar in both case designer and case type rules of a same case but the only difference is we have stages and process in different forms in both the rule forms. Is it just built to give a visual interpretation of same task using case designer?
Please somebody help me if that was the only reason a case has two rules or something else is hidden behind Pega Designing this way.
Thanks in advance
Prasan
Accepted Solution
Pegasystems Inc.
US
I think the online help confirms your understanding:
You are here: Case management > Case Designer
Case Designer
Case Designer is a tool that visually models stages, steps, and processes for all case types in your application. Use it to design staged-based case types, build user forms, and seamlessly integrate with other rules in your application.
To access Case Designer, open the Case Type Explorer and click any case-type name.
Visual presentation
Case Designer loads in the work area of Designer Studio and displays one, stage-based case type at a time. The Stages & Processes tab displays your primary stages in sequence and alternate stages below them. Steps are displayed within their containing stage.
I think the online help confirms your understanding:
You are here: Case management > Case Designer
Case Designer
Case Designer is a tool that visually models stages, steps, and processes for all case types in your application. Use it to design staged-based case types, build user forms, and seamlessly integrate with other rules in your application.
To access Case Designer, open the Case Type Explorer and click any case-type name.
Visual presentation
Case Designer loads in the work area of Designer Studio and displays one, stage-based case type at a time. The Stages & Processes tab displays your primary stages in sequence and alternate stages below them. Steps are displayed within their containing stage.
A contextual property panel shows you the behavior that you can configure in your case type, based on the item you have in focus. It supports case-wide properties, stage properties, and properties that are specific to an individual step. By using the contextual property panel, you can implement broad and granular requirements. For example, you can define different service-level agreements for a step, a stage, or the case itself.
The header of Case Designer has buttons and menus that help you with high-level actions, such as running or saving a case type.
Use the Specifications tab to view and update your linked specifications.
Note: Legacy case types are supported by Case Designer but have fewer options than stage-based case types.
Integrated features
Many of the options in Case Designer expose functionality from other parts of the product, such as rule forms, explorers, and wizards. While the best practice is to build your case type in Case Designer exclusively, advanced users can access some features directly for more complex configurations.
The following features are available within Case Designer and stand alone:
- The Create and Save As forms.
- Process Modeler.
- The Case Type rule form.
- Supporting rule forms, such as Stage, Email, Flow, Case Match, Work Party, Edit Validate, Service-level agreement, and Attachment Category.
- The Specification rule form and landing page.
Pegasystems
US
Thanks for asking that. I noticed the same thing recently.
In particular, I click "cases" in left margin of developer portal, and the case list that appears allows me to either double click on a parent case, OR right-click and choose "open".
My understanding is that there's really only one rule form though, which is what you get when you right-click and choose "open" and that the other view (double click) is a wizard whose output is the rule form.
Do I have this right ? /Eric
Accepted Solution
Pegasystems Inc.
US
I think the online help confirms your understanding:
You are here: Case management > Case Designer
Case Designer
Case Designer is a tool that visually models stages, steps, and processes for all case types in your application. Use it to design staged-based case types, build user forms, and seamlessly integrate with other rules in your application.
To access Case Designer, open the Case Type Explorer and click any case-type name.
Visual presentation
Case Designer loads in the work area of Designer Studio and displays one, stage-based case type at a time. The Stages & Processes tab displays your primary stages in sequence and alternate stages below them. Steps are displayed within their containing stage.
I think the online help confirms your understanding:
You are here: Case management > Case Designer
Case Designer
Case Designer is a tool that visually models stages, steps, and processes for all case types in your application. Use it to design staged-based case types, build user forms, and seamlessly integrate with other rules in your application.
To access Case Designer, open the Case Type Explorer and click any case-type name.
Visual presentation
Case Designer loads in the work area of Designer Studio and displays one, stage-based case type at a time. The Stages & Processes tab displays your primary stages in sequence and alternate stages below them. Steps are displayed within their containing stage.
A contextual property panel shows you the behavior that you can configure in your case type, based on the item you have in focus. It supports case-wide properties, stage properties, and properties that are specific to an individual step. By using the contextual property panel, you can implement broad and granular requirements. For example, you can define different service-level agreements for a step, a stage, or the case itself.
The header of Case Designer has buttons and menus that help you with high-level actions, such as running or saving a case type.
Use the Specifications tab to view and update your linked specifications.
Note: Legacy case types are supported by Case Designer but have fewer options than stage-based case types.
Integrated features
Many of the options in Case Designer expose functionality from other parts of the product, such as rule forms, explorers, and wizards. While the best practice is to build your case type in Case Designer exclusively, advanced users can access some features directly for more complex configurations.
The following features are available within Case Designer and stand alone:
- The Create and Save As forms.
- Process Modeler.
- The Case Type rule form.
- Supporting rule forms, such as Stage, Email, Flow, Case Match, Work Party, Edit Validate, Service-level agreement, and Attachment Category.
- The Specification rule form and landing page.