How to add case types(Chevron view) for cases post upgrade to pega 8

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We have an existing pega application that is upgraded from pega 6 to pega 8. We have case type rules(pydefault) but no chevron view. How can we add chevron view to existing case types? Also, how can we change settings like archival (Settings that we change on settings tab of case type) on these case types where chevron view is not present

PegaCaseArchival.png
PegaCaseArchival.png1348×292 72.8 KB

2

@DEBADRITA

To add Chevron view to existing case types and change settings like archival in Pega 8, follow these steps:

  1. Adding Chevron View:
    • Open the Case Type rule.
    • Navigate to the Workflow tab.
    • Add stages and steps to define the case life cycle.
    • Ensure that the stages are configured to display in a Chevron view.
  2. Changing Settings like Archival:
    • Open the Case Type rule.
    • Navigate to the Settings tab.
    • Configure the archival settings as needed. For example, you can set conditions for when cases should be archived.

For more detailed steps on implementing archival cases, refer to the document on how to implement/customize archival cases in the application layer built on Theme Cosmos.

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How to implement/customize archival cases in application layer built on theme cos

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