Posted: 23 Nov 2018 8:18 EST Last activity: 12 Aug 2019 1:54 EDT
how to " Transfer information to new case"
Dear all, I can not find the check box for tranfering data to a new case. The exersice says the following: "In the contextual properties panel for the Create Benefits Enrollment case, click the Transfer information to new case check box to display the Transfer information dialog."
However I do not see that option. I tried adding a new case via " +Step---> more--> utilities --> create case. Yet I do not see the option to tranfer data. Please see the screen shot.
I experienced the same problem. I could not see the "Transfer information to new case" check box when I added "Child Case" step from Designer Studio. However, I see the check box if I add the step from Pega Express. Hope this helps.
I'm stuck on the same issue... I think the problem is that I'm using the Pega 8.1 platform to recreate/create the HRApps Onboarding case. In the 7.4 Exercise Guide, page 60-64 (pdf page 65-66) it asks that you select the "Create a Benefits Enrollment" dependency case step > then select the "Transfer Information to New Case" checkbox to configure passing "Employee" data to the child Benefits Enrollment case. This is supposed to open a diaologue box that allows you to carry over the Employee data into the Benefits child case.
However, this checkbox/option is not available in the Contextual Properties panel of the 8.1 platform (in either the Dev or App studio). I want to complete the assignment in the exercise guide, but I really can't seem to figure out how to recreate this step in the new version.