Identifying Duplicate Cases in PEGA

Step 1: Create Casetype Named as "Duplicate Casetype"

Step 2: Create New Step named as "Create"

Step 3: Click Configure View and Properties that Shown in Image and Then Submit. 

Step 4 :  Now Create One New Stage Named as "Identify Duplicate" and Click New Step and Then Click More

Step 5: Now Click Automations and Click Search Duplicate Cases and Select It.

Step 6 : Now Add Base Condition and Select "District" Property in Potential Duplicate and Choose comparator as "same".

Step 7: Now Add Weighted Condition and Select As Shown in Image

Step 8 : Again Add One More Weighted Condition and Do the Same as Shown in Image.

Step 9: Now Give weighted conditions sum at least as "25". and Save a Casetype

Step 10 : Now Run The Case and See The Output as Shown in Below Video.

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            Creating Multiple Child Cases

In This Tutorial We Will See How to Create Multiple Child cases and Copy the List of Data in Page List to Page Group. 

Step 1:  Create Casetype Named as "ParentCasetype".

 

Step2:  Lets Create Collect Order Step

Step 3: Navigate to Datatype and Create OrderDetails

Step 4: Once You Configure These Fields As Show in Image and Finally Save It.

Step 5: Now Navigate Back to Casetype "ParentCasetype" and Click Configure View on "Collect Order" step .

Step 6: Create Field Named as Order Details List and Click Type as Embedded Data and Choose "Order Details " in Data Objects and Then Select "List of Records" and Submit and save.

Note :  IF You are Using Less than 8.4 Version Then You Need to Click Field List .

Step 7: Now Create One More Casetype named "Child Casetype" and add "Individual Order" as a Step.

Step 8: Now Create Field Name as "Individual Order Details" and Select Embeded Data and Choose "Order Details " in Data Objects and Then Select "Single Record" and Submit and save.

Note :  IF You are Using Less than 8.4 Version Then You Need to Click Field group

.

Step 9:  Now Click on Three Dots at Right Side of "Parent Casetype" and Click Add a Child Casetype 

Step 10: Now Select Existing Casetype and Select "Child Casetype" .

Note : Don't Select "GetDetails" as Shown In Image.

Step 11: Once You Done You Will See the Child Casetype will Come Under Parent Casetype

 Step 12: Once You Done Navigate To App Studio and Select Parent Casetype

Step 13: Now Click on Three Dots Near to Create Stage and Add Process and Click New Process

Step 14 : Now Add Step in New Process and Click More

Step 15 : Now Select Automation and Select Create Case.

Step 16 : Now Select Create Case Step and Do the Following Changes as Shown in Image

Now Click Save and Run and Now You See List of Items You Added Will Be Copied To Many Individual Child Cases that Were Created.

Note : See The Video That Demonstrated How You Can Do and Get Output.

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