When does a step with a Set Status value of Pending-Approval update the case status automatically?

A step with a Set Status value of Pending-Approval updates the case status automatically at the beginning of the step. This means that as soon as the step is initiated, the status changes to Pending-Approval without any further action required from the user. This automatic update facilitates a smoother workflow, indicating to all participants in the process that the case has reached a specific point where approval is now relevant.

This behavior is significant as it helps in maintaining clarity and continuity within the case management process. It ensures that anyone involved with the case can see its current status and helps in managing expectations regarding the necessary actions that need to be taken next.

Understanding this functionality is crucial for effectively utilizing Pega’s case management system and ensuring that all stakeholders are aware of the current status of a case promptly. It’s important to note that other timing aspects, such as the end of the step or throughout the progress, do not apply to the automatic update for this particular status change.