Posted: 2 Dec 2020 22:06 EST Last activity: 12 Jan 2021 6:20 EST
Skip 'Create' view when users create a new case in 8.5
With Pega 8.5, is there any way to skip showing a new/create harness?
Earlier this used to be possible with "Skip 'Create' view when users create a new case" option in case designer. With 8.5, documentation says "You can skip the Create view only in case types without the Create stage" and also "The Create stage is a mandatory element for collecting information before a user submits a case, so you cannot remove the Create stage from a case life cycle.". So basically because create stage is mandatory, you can no longer skip the create view.
There will be many reasons why we may not want to show new/create harness. This seems like a unnecessary restriction
***Edited by Moderator: Pooja Gadige to add platform capability tag***
Any specific reason why create stage is mandatory now ? As Shrikant mentioned, steps can be deleted but it still shows in the stages' chevron. What I see is, create stage is one time visible stage which even can't be revisited by using pxChangeStage API as there is a validation in it to not to jump to create stage. So, this screen cannot be used as data entry screen because user cannot go back to modify. So, things like disclaimers etc only can be shown on this create screen which is not true at least for our application. If we follow as you said to delete all steps, a dummy stage name need to be shown on screen.
Please advise how we can hide the stage name if its not used.
The functionality I am looking for is in below link. In the video posted there, the case had shown the "Create/New" harness which would have come from the create stage. But when the stages appear after opening the case, its not showing the "New/Create" stage. Can you please let me know how that was achieved ? I am using 8.5.2.
Earlier before 8.5, the "Create" view for creating a case was provided outside of the case lifecycle. The OOTB create view was not suitable for most of the applications as per their business requirements and it was unclear what happens during Creation in case lifecycle. With the 'Create' stage and the ability to model "Create' view in the case lifecycle, now authors/app developers can configure the desired 'Create' view required for initial data capture that is required for case processing right from the case designer.
One could still rename the 'Create' stage and configure the steps required as most of the customers used to do by checking "Skip 'Create' view when users create a new case". This configuration allows app developers to configure the "Creation" related steps right in the case lifecycle from the case designer.
We can discuss in detail, the use case and the recommended approach to design it with case types that consists of the 'Create' stage.