Untergeordnete Cases erstellen

2 Aufgaben

10 Min.

Visible to: All users

Anfänger

Pega Platform 8.4

Deutsch

Szenario

InsCorp führt einen Pannenhilfsdienst als Deckungsoption für Kfz-Versicherungspolicen ein. Konfigurieren Sie den Case-Typ „Assistance Request“, um während der Service-Stage einen Service-Case zur Durchführung der ausgewählten Serviceleistungen anzulegen.

In der folgenden Tabelle finden Sie die Anmeldedaten, die Sie zur Durchführung der Challenge benötigen.

Rolle	Operator ID	Kennwort
Application Developer	author@gogoroad	pega123!

Challenge-Schritte

Genaue Übungsschritte

1 Create a Service case as a child case

In App Studio, from the navigation pane, click Case types > Assistance Request to open the Assistance Request case type.
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.
In the Create case step, enter Create Service case to replace the default text.
In the contextual properties pane on the right, from the Create the following case drop-down, select Service to create a Service case. A message is displayed that informs you the Service case is now a child case.
Click OK to dismiss the message.
On the Service (1) step, click the Trash icon to delete the step. Ensure that the Service stage matches the following image.
Click Save to complete the Assistance Request work flow.

2 Confirm your work

In the upper right, click Save and run to create an Assistance Request case. The New: Assistance Request form is displayed.
Advance the case to the Service stage. The Select service provider form is displayed.
From the list, select a service provider.
Click Submit.
On the Review service summary step, in the Open assignments section, under Service (S-#), click Select services to open the Select services assignment.