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Designing a Case Life Cycle

This module is for developers who want to model case processing events in Pega Platform applications.

In this module, students learn how to describe a business process in a Pega Platform application as a case type and implement a workflow using stages and steps.

What you'll learn

By the end of this course, you will be able to successfully:

  • Identify the goal of a case life cycle design
  • Define a case, case type, a stage, a process, and a step
  • Recognize the purpose of stage transitions
  • Design a case life cycle
  • Create a case type
  • Create primary stages
  • Create processes
  • Create process steps
  • Run a case
  • Identify the role of case status in case processing
  • Identify the status of a case update
  • Identify the role of instructions in assigning tasks to users
  • Modify the case status for a step
  • Add instructions to the case flow

Course Outline

  1. Designing a Case Life Cycle

    • Case life cycle
    • How to design a case life cycle
    • User context
    • How to update case status
    • How to add instructions to assignments
    • Assessment: Designing a case life cycle

Choose Your Format

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  • Skill Level


  • Duration

    60 minutes

  • Platform Version


Have you completed this course?

Recommended next step:

System Architect Essentials
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