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Creating a data page save plan

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Use a save plan to create a data page that you can then use to save data to a system of record.

For example, you can use a data page within a step in a process to edit a customer’s address, by referencing the data page from within the step and listing it as a data page to save on the flow action.

The following save plans are available:

  • Database save – Use this option to save data to the system of record.
  • Connector – Use this option to save and persist data.
  • Activity – Use this option to create logic to persist data to any system, using any supported integration connector option, for example, REST, SOAP, and so on.
  • Robotic automation, and Robotic desktop automation – If you use robotic automation or robotic desktop automation, use these options to source your data page when you want to write updated data back to an external system of record, or for when you need to use robotics to meet other business needs.
  1. In the navigation pane of Dev Studio, click Records.

  2. Expand the Data Model category, and then click Data Page.

  3. Click the row of the data page that you want to open.

    The data page opens on the Definition tab.
  4. In the Data page definition section, in the Structure field, select how you want to structure the data in the data page.

  5. In the Object type field, enter or select the class that the data page applies to.

  6. In the Mode field, select Savable.

  7. In the Scope field, select the scope within which the data page is accessible. For more information on completing this field, see Creating a data page.

  8. Complete the fields in the Data Sources section to identify the source of the data with which to populate the data page. For more information on completing these fields, see Creating a data page.

  9. To process the data after it loads, in the Post load processing field, enter or select the name of an activity with which to process the loaded data.

  10. In the Data save options section, in the Save type field, select the plan that you want to use to save the data:

    Choices Actions
    Database save Database save is available for data pages with a Page structure.
    1. In the Class name field, enter or select the class whose data you want to persist.
    2. If the class in the Class name field is different than the class of the data page, in the Data transform field, click the rule opener icon to create a Data Transform using a template. This data transform maps the data page class to the Class name field.
    3. Optional: To use a validate rule, in the Validate rule field, enter or select a validate rule.
    4. To save data to the Pega database instead of an external system, click Local save.

      This option is displayed when you select Activity or Database save in the Save type field.

    Connector REST is the only available option for the Type field.
    1. In the Name field, enter or select the name of the REST connector to use to persist data to any system.
    2. To map request data from the data page onto the save page, in the Request Data Transform field, enter or select a request data transform.
    3. To map response data from the save page onto the data page, in the Response Data Transform field, enter or select a response data transform.
    4. To connect to an external database by using a REST connector, to identify the connection method, in the Method field, select POST, PUT, or PATCH.
    5. To validate the data provided, in the Validate rule, enter or select a validate rule.
    Activity
    1. In the Activity name field, enter or select the name of the activity to use to save the data. You can use this option to create logic to persist data to any system, such as a REST service.
    2. To save data to the Pega database instead of an external system, click Local save.

      This option is displayed when you select Activity or Database save in the Save type field.

    If you use an activity save plan, do not set the WriteNow parameter as its value passes to the activity.
    Robotic automation
    1. In the Robotic automation field, specify the name of the case type on which the Assign to robot queue SmartShape is configured.
    2. In the Timeout(s) field, specify the value, in seconds, that the data page should wait for the automation to run and return information to the data page.
    3. In the Data transform field, specify a data transform to use to save the data on the data page.
    Robotic desktop automation
    1. In the Robotic automation name field, enter the robotic automation ID that was created when the automation was developed in Pega Robotics Studio.
    2. In the Timeout(s) field, specify the value, in seconds, that the data page should wait for the automation to run and return information to the data page.
    3. In the Data transform field, specify a data transform to use to save the data on the data page.
  11. Optional:

    To create another save option for this data page, click Add save option.

  12. Click Save.

  13. To define input parameters, click the Parameters tab. For more information, see Defining the input parameters of a rule.

Choose a process to specify when to save data to the system of record in your application:

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