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Applying complex data transformations


Reference Data Transform rules to apply complex data transformations on the top-level data page to modify the incoming data record. For example, when you have a flat data record that contains the Accound_ID and Customer_ID properties you can apply a data transform to construct an Account record that contains the Customer record as an embedded page.

  1. In a data flow, click the Plus icon on a shape, and select Data Transform.

  2. Double-click the Data transform shape to configure it.

  3. In the Name field, enter a name for the shape.

  4. Select a data transform that you want to reference in this shape.

    You can reference instances of the Data Transform rule that belong to the Applies To class of the input data pages or to a parent class of the Applies To class.
  5. Click Submit.

  • Data Transforms

    A data transform defines how to convert data that is in one format and class (the source) into data of another format and class (the target). The supported formats are clipboard and JSON. Using a data transform instead of an activity to set property values speeds up development and makes application maintenance easier.

  • Creating a data flow

    Create a data flow to process and move data between data sources. Customize your data flow by adding data flow shapes and by referencing other business rules to do more complex data operations. For example, a simple data flow can move data from a single data set, apply a filter, and save the results in a different data set. More complex data flows can be sourced by other data flows, can apply strategies for data processing, and open a case or trigger an activity as the final outcome of the data flow.

  • Types of data flows

    Data flows are scalable data pipelines that you can build to sequence and combine data based on various data sources. Each data flow consists of components that transform data and enrich data processing with business rules.

  • Types of Data Set rules

    Learn about the types of data set rules that you can create in Pega Platform.

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