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Case creation form customization with App Studio

When developers create a new case type in Pega Platform™ 8.5 and above, the case type automatically includes a default Create stage. This stage contains a default Create process based on a multistep form. In App Studio, developers can configure multistep form templates and the view layouts for each step.

Creating a new case type automatically includes a Create stage
Note: For more information about the Create stage, see the Pega Community article The Create stage.

The multistep form type

Pega Cosmos design system includes styling for all three multistep form templates: Horizontal, Vertical, and Standard navigation. By default, the Create multistep form uses the Horizontal navigation template.

horizontal-navigation

In App Studio, developers can change the template to Vertical navigation or Standard navigation

In the center of the following image, slide the vertical line to compare the Vertical navigation and Standard navigation templates.

View layouts

Each form step in the multistep form is associated with a view and a Section rule. By default, each section is configured to use the 1 column design template. Developers can use App Studio to change to a different template as necessary.

DefaultSection-1Column

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