Passing values to a new case

In the project I am working on, some cases can create a new case, which must have certain fields autofilled with information from the original case. I know that this is possible via a data transform, but I do not know how to set up said data transform. Could someone walk me through the steps?

***Edited by Moderator Marissa to move from Pega Academy to Pega Support Community; update platform capability tags***


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September 20, 2019 - 1:33pm


The first thing you do when configuring a data transform is specify an action. Actions are the individual operations that are specified in each row on the Definition tab of a data transform. The system invokes the actions at run time. Most actions do some kind of data manipulation. Other actions perform conditional processing and iterate through page lists and page groups. See the help topic Data Transform form - Completing the Definition tab for additional details on actions.

Select the appropriate action for what you want to do (In your case Set).

Next, enter the Target, Relation and Source. Depending on the action selected, the Target field has a different meaning. For the Set and Update Page actions, the Target field identifies a property or page reference, and the Source column provides an expression that results in a value or values. For the when action, a when condition needs to be specified.