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Process and Rules category — Case Management Gallery 
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Process and Rules
Case Management
The Case Management landing page contains the Case Management Gallery, which provides a working example of a case management application, and a library of frequently used rules.
About the Case Management Gallery
The tree in the left panel contains nodes for the sample application and for the rules.
Sample Case Types
Presents a sample application case type hierarchy containing:
- Support Request (Parent) — PegaSample-SupportRequest
- Repair (Subcase) — PegaSample-Repair
- Warranty Investigation (Subcase) — PegaSample-Investigation
The right panel displays the many of the items (such as Starting Process, Supporting Processes, and so on) presented on the Details tab of your application's Case Designer. See Process and Rules category — Case Designer. You can do the following in the panel:
- Create a Support Request case — Select it on the case type tree and in the right panel, click the Run icon (
) next to Start Support Request. Complete the screens and submit the case. In the Case Contents section on the user review form, note the subcases and processes that were automatically created by the system. Select items to display open cases and their assignments. Open and resolve the subcases. See Working with user forms (V6.2). - Display a case type rule — Click the (Open) link at the top of the panel. As a best practice, do not save this rule to a RuleSet in your application (keeping the Applies To key part) for customization. Instead, make your changes in the panel item settings. When you first update a case type setting (Supporting Processes, for example), the system automatically creates an updated copy of the case type rule in to an unlocked RuleSet version in the case type's Applies To class. Subsequent edits to case type settings update the copy.
- Display a starter flow — Click the Starting Process name (for example, Start Support Request). To customize it, save it to a RuleSet in your application. Keep the Applies To and Flow Name key parts so that you can access and start the process from the Gallery.
- View or modify panel item settings — Click a panel item name to open its settings dialogs. After you make your updates and close the dialog, click the refresh icon (
) to display your changes on the panel. Some updates may cause the system to create a copy of an underlying rule (other than case type). For example, if you edit the Goals and Deadlines settings, the system creates a copy of the .pyCaseTypeDefault service level rule to an unlocked RuleSet version in the case type's Applies To class.
You can also examine the user interface components. Mark harnesses, sections, and flow actions with an 
icon using the Rules Inspector tool. In the Designer Studio Quick Launch bar, select 
> Rules Inspector > HTML Rules.
Rules
Select a rule in the tree to do the following in the right panel:
- Read a summary description.
- Open the rule by clicking the (Open) link at the top of the panel.
- Open the Referencing Rules display by clicking the number in the Referenced by (n) components field at the bottom of the panel. See Using the Referencing Rules display.
If a flow has a subprocess, expand the node to display it.
- Flows — Presents a read-only image of the process displayed on the Flow Rule form's Diagram tab. Expand the Parameters label below the diagram to see the values on the Flow Rule form's Parameters tab.
- Flow Actions— Click the Preview button to see a how the flow action appears to users. Note that not all flow actions contain this button.
 | case management, landing page, subcase, top-level case type, ad hoc work, cover, folder, case, instantiate, case type |
 | About Case Type rules About the Case Manager and Case Worker portals |
Tools — Process and Rules
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