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Requiring property values for stage entry

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

To ensure that a case contains relevant data before it enters a specific stage, validate the property values that users provide. For example, you can check if a job applicant provides contact details and working experience before a job application case enters the stage in which a manager approves or rejects the job application.

  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. On the Data model tab, click Validations.

  3. In the cell that corresponds to the row of the field to validate and the column of the stage for which you want to perform validation, click Add entry validation.

  4. In the Stage entry validation window, in the Message field, enter the text to display when user input meets the validation conditions at run time.

  5. Define the validation conditions for a field on the form:

    1. Optional:

      To change the field that you want to validate, in the list of fields, select the name of the field.

      By default, the system provides the field that you select in step 3.

    2. In the comparator list, select the test that you want to perform on the field.

    3. In the value field, enter or select a value to compare against the user input.

      The Select values option displays the fields and values from your form that you can use in the condition.

    For example: To ensure that the birth date is not set in the future, select the birth date field from the list, set the is after comparator, and then select Today from the calendar control. When the user tries to submit the form with a birth date that is set in the future, an error message appears.
  6. Optional:

    To create a condition with multiple validation parameters, add a logical operator to the condition:

    Choices Actions
    Ensure that the condition passes when all properties meet the criteria
    1. On the right side of the row, click the Add a row icon.

    2. In the operator list, select and.

    3. In the list of fields, select the name of the field that you want to validate.

    4. In the comparator list, select the test that you want to perform on the field.

    5. In the value field, enter or select a value to compare against the user input.

      The Select values option lists the fields and values from your form that you can use in the condition.

    Ensure that the condition passes when either property meets the criteria
    1. On the right side of the row, click the Add a row icon.

    2. In the operator list, select or.

    3. In the list of fields, select the name of the field that you want to validate.

    4. In the comparator list, select the test that you want to perform on the field.

    5. In the value field, enter or select a value to compare against the user input.

      The Select values option lists the fields and values from your form that you can use in the condition.

    For example: In a recruitment form, the user must indicate the time of employment at a specific company by entering dates in the From and To date type fields. To ensure that the start date is before the end date, and that the end date is after the start date, you can configure a validation condition with the AND logical operator.
  7. Optional:

    To select additional stages for which you want to perform the validation, in the Validate upon entering list, select the stages.

    By default, the system selects the check box for the stage that you select in step 3.

  8. Click Submit.

  9. Optional:

    To define more validation conditions, in the cell click Add another validation, and then repeat steps 4 through 8.

  10. Click Save.

  • Defining the case life cycle

    Track and resolve your cases in a convenient and facilitated way by defining the case life cycle that represents a business model. You can define the life cycle as smaller modules that match the elements of your business process.

  • Creating a primary stage

    Represent main phases of your business process by creating primary stages in a case life cycle. By creating stages, you can ensure that your work is divided into logical phases, so that you can track and resolve

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