Default property values
When a user creates a case, you may want to set default values for properties that are already known. Setting default values can reduce the time users spend entering data. For example, in an insurance claim case, you set the date of loss to default to today's date.
Other times, you may want to use data from the operator record — such as the user's organization unit — to initiate property values. For example, in a travel booking application, you set the First Name and Last Name to the first and last name on the user operator record. In addition, you set the Date of Travel to today's date and the Date of Return to seven days in the future.
In a development environment, setting default values can also be useful. When you iteratively run a process to test your changes, using a data transform to enter default values in required fields saves time.
pyDefault and pySetFieldDefaults
Pega Platform™ provides two types of data transforms that are used to automatically set default property values and page properties when you create a case: pyDefault and pySetFieldDefaults.
Tip: As a best practice, use pySetFieldDefaults to set values for UI fields, and use pyDefault for properties not referenced in the UI. For example, configure pySetFieldDefaults to set the default value for the Reservation date field on a view to reserve a rental vehicle and configure pyDefault to set the default urgency for assignments for the case type.
The first time you create a view for your case type, Pega Platform creates the pyDefault and pySetFieldDefaults data transforms. You can also create them manually. When a new case is created, the pyDefault data transform is invoked by the pyStartCase process. PyDefault then invokes the pySetFieldDefaults data transform.
For example, in the following image of the pySetFieldDefaults configurations, the First Name (.FirstName) and Last Name (.LastName) fields are set to pyFirstName and pyLastName from the OperatorID clipboard page.
Note: To reference the OperatorID data page, you must add an entry to the Pages & Classes tab.
For example, in the following image of the pySetFieldDefaults configurations, the Date of Travel (.DateofTravel) field is set to the current date using the
@CurrentDateTime() function, and the Date of Return field is set to seven days from the current date using the
@addCalendar(.DateOfTravel, "0", "0", "0", "7", "0", "0", "0") function. For more information on these functions, see Functions in Expressions.
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