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  • Getting started for experienced development teams
    • Creating an application
      • Setting a password for your application
      • Application types
      • Application rules
      • Configuring an application for reuse
      • Switching between applications
      • Implementation methodologies
      • Advanced settings for a new application
    • Setting up your environment
      • Creating a team
        • Inviting a collaborator
        • Adding a secondary manager to a team
        • Defining areas of expertise for a team
        • Deleting a team
      • Setting your work availability
      • Changing your password
      • Configuring your dashboard
        • Changing your dashboard layout
        • Adding a widget to your dashboard
          • Dashboard widgets
        • Sharing a dashboard with your team
        • Enabling dashboard personalization for a portal
      • Setting your user preferences
      • Integrating Agile Workbench with Pega Agile Studio
      • Changing your workspace
        • Workspaces
      • Adding the My Applications gadget
        • Setting the default landing page to My Applications
      • Switching between work pools
    • Sizing an application development project
      • Project sizing
  • Developing an application
    • Best practices for application development
      • Reusing built-on capabilities
        • Adding a relevant record to your application
          • Managing relevant records
          • Marking records as relevant records
          • Securing relevant records
          • Relevant records
        • Overriding an extension point
        • Installing components
          • Components
          • Enabling components
          • Creating a component
            • Documenting a component
            • Packaging a component
            • Shared ruleset
          • Disabling components
        • Interacting with an application guide
      • Adopting feature-driven development
        • Creating a feature
        • Creating a subfeature
        • Tracking feature-driven development
          • Creating a story
          • Creating stories in bulk
            • Populating a story template
            • Importing a story template
            • Finding a feature ID
            • Troubleshooting errors with a story template
            • Exporting stories
          • Setting your current work item
          • Changing the status of a work item
        • Requesting a feature enhancement
        • Reporting a feature defect
        • Triaging a feedback item
        • Managing application features
          • Reviewing application features
          • Changing the level of a feature
          • Associating a rule with a feature
          • Associating a feature with a work item
          • Skimming features to the latest version
          • Deleting a feature
      • Delegating a rule or data type
        • Delegating a data type
        • Rule and data type delegation
        • Prerequisites for delegating a rule or data type
        • Best practices for delegating a rule or data type
        • Modifying a delegated record or data type
        • Configuring ruleset update behavior
      • Improving your compliance score
        • Analyzing a compliance score
        • Resolving an application warning
        • Justifying an application warning
        • Sharing your compliance score with stakeholders
          • Exporting compliance data
          • Scheduling a compliance report
        • Monitoring project compliance
        • Compliance score logic
      • Communicating with users by using Pulse
        • Pulse
        • Choosing a context for Pulse messages
        • Posting a message in Pulse
        • Replying to a message in Pulse
        • Enhancing a message in Pulse
          • Formatting a message in Pulse
          • Uploading an attachment in Pulse
          • Adding links to a message in Pulse
          • Adding a reference in Pulse
            • Restricting case references in Pulse
            • Differentiating case references in Pulse
          • Tagging an existing message in Pulse
          • Tagging a new message in Pulse
        • Managing Pulse messages
          • Viewing your activity feed
          • Bookmarking a message in Pulse
          • Removing a bookmark in Pulse
          • Following messages from a specific user
          • Unfollowing messages from a specific user
          • Deleting a message in Pulse
        • Creating a task in Pulse
          • Enabling users to post messages in the activity feed
      • Collaborating with users by using spaces
        • Creating a space
        • Joining a space
        • Communicating with members of a space
        • Pinning content to a space
          • Editing a pin in a space
          • Deleting a pin from a space
          • Managing pins
        • Managing a space
          • Updating details of a space
          • Managing members of a space
          • Updating the owner of a space
        • Adding content to a space
          • Discussing content in a space by using Pulse
        • Creating a subspace
        • Granting Super Admin privileges to users
        • Monitoring and tracking tasks
      • Collaborating on shared content by using documents
        • Creating a document in an application
        • Discussing a document
      • Documenting your application
        • Creating project documents for stakeholders
          • Changing the style of a project document
          • Changing the structure of a project document
        • Creating a guide for end users
          • Adding a chapter to an application guide
          • Adding a task to a chapter in an application guide
          • Adding supporting information to an application guide
            • Linking a URL to an application guide
            • Linking a rule or data instance to an application guide
            • Calling a guided tour from an application guide
            • Calling a wizard from an application guide
            • Linking a help topic to an application guide
            • Linking a landing page to an application guide
            • Linking a custom section to an application guide
          • Adding an application guide to a portal
        • Describing features to end users
          • Creating content for a guided tour
          • Associating content with a feature in a guided tour
          • Integrating a guided tour with your application
        • Creating guidance for developers
          • Adding usage information to a rule
          • Adding historical information to a rule
      • Pega unit testing
        • Application Quality landing page
          • Application quality metrics
        • Application: Quality Settings landing page
        • Test coverage
          • Generating a user-level test coverage report
          • Generating an application-level test coverage report
          • Participating in an application-level test coverage session
          • Generating a merged coverage report
          • Viewing test coverage reports
        • Application: Unit testing landing page
        • Creating a test ruleset
        • Pega unit test cases
          • Creating Pega unit test cases
            • Configuring Pega unit test cases
            • Creating a Pega unit test case for a flow or case type
              • Data that you can record for flows and case types
            • Unit testing an activity
              • Clipboard contents created from activity unit tests
              • Testing an activity in context
            • Unit testing a collection
            • Unit testing a data page
            • Viewing test cases for a data type
            • Unit testing a data transform
            • Unit testing a decision table
            • Unit testing a decision tree
            • Unit testing a declare expression
            • Unit testing a map value
            • Unit testing a report definition
            • Unit testing a when rule
            • Assertions
              • Configuring activity status assertions
              • Configuring expected run-time assertions
              • Configuring result count assertions
              • Configuring property assertions
              • Configuring list assertions
              • Configuring page assertions
                • Page assertions
              • Expected run-time assertions
              • Configuring assigned to assertions
              • Configuring case status assertions
              • Configuring attachment exists assertions
                • Attachment exists assertions
              • Configuring case instance count assertions
          • Running a Pega unit test case
          • Viewing Pega unit test case results
          • Opening a Pega unit test case
          • Exporting a list of Pega unit test cases
        • Pega unit test suites
          • Creating Pega unit test suites
            • Configuring Pega unit test suites
          • Opening a Pega unit test suite
          • Running a Pega unit test suite
          • Viewing Pega unit test suite run results
          • Adding test cases to a Pega unit test suite
        • Setting up your test environment
          • Test environment setup
        • Cleaning up your test environment
          • Test environment cleanup
        • Viewing Pega unit test reports
        • Viewing Pega unit tests without rules
        • Unit testing rules
          • Clipboard pages created by the Run Rule feature
          • Unit testing a harness with the Run Rule feature
          • How to unit test a Parse Delimited rule
          • How to unit test a Parse XML rule
          • How to unit test a Service EJB rule
          • How to unit test a Service Email rule
          • How to unit test a Service File rule
          • How to unit test a Service HTTP rule
          • How to unit test a Service Java rule
          • How to unit test a Service JMS rule
          • How to unit test a Service JSR 94 rule
          • How to unit test a Service dotNet rule
          • How to unit test a section with the Run Rule feature
          • How to unit test a Parse Structured rule
          • How to unit test a Service MQ rule
          • How to unit test a flow action with the Run Rule feature
          • Unit testing a flow
          • How to Unit Test a Service SAP Rule
          • How to unit test a Service SAPJCo rule
          • How to unit test a Service SOAP rule
          • Unit Test Suites for AUT
            • Unit Test Suites — Completing the Create or Save as form
            • Unit Test Suite form — Completing the Contents tab
          • Flow Markers
            • Flow Markers — Completing the Create or Save As form
            • Flow Marker form – Understanding the Inputs tab
            • Flow Marker form — Understanding the Results tab
        • Working with automated unit tests
          • Creation of test cases for automated unit testing
            • Test cases for automated unit testing
        • Scenario testing
          • Application: Scenario testing landing page
          • Creating scenario tests
          • Updating scenario tests
          • Grouping scenario tests into suites
            • Creating scenario test suites
            • Checking application functionality by running scenario test suites
            • Viewing scenario test suite results
    • Designing a case
      • Creating a case type
        • Configuring a data model for a case
        • Creating a top-level case type
        • Creating a child case type
        • Importing a case type
        • Renaming a case type
        • Reclassifying a case type
        • Automatically included case types
        • Extension points for case-type creation
      • Defining the case life cycle
        • Configuring case creation
          • Enabling creation by email for top-level cases
            • Disabling case creation by email
            • Troubleshooting errors with email instantiation
              • Standard rules used by email instantiation
              • Email account limitations
          • Enabling automatic creation for child cases
          • Enabling conditional creation for child cases
          • Enabling manual creation for child cases
        • Creating a stage in the case life cycle
          • Creating a primary stage
          • Creating an alternate stage
          • Removing a stage
        • Adding a process to a stage
          • Adding a multistep form to a stage
          • Adding a sequential process to a stage
          • Adding a parallel process to a stage
          • Conditionally starting a process
            • Conditionally starting a process by using an expression
            • Conditionally starting a process by using a when condition
          • Changing the path of a process
            • Adding a decision to a flow
              • Changing the decision logic in a flow
              • Types of decision logic
            • Adding a conditional path to a flow
            • Adding a conditional path to an assignment
            • Adding a results-based path to a flow
            • Adding iteration to a flow
            • Adding asynchronous processing to a flow
            • Responding to business exceptions in a flow
              • Creating a ticket
              • Policy overrides and suspended work items
          • Removing a process from a stage
          • Creating a stand-alone process
            • Flows
            • Creating a screen flow
              • Adding an entry point to the navigation path of a flow
              • Adding a cancel button to a screen flow
              • Changing the levels of entry points in a screen flow
              • Standard rules that support screen flows
              • Screen flows
            • Types of processes (flows)
            • Annotating a flow
            • Flow shapes
              • Shape icons in a flow
            • Keyboard shortcuts for flows
        • Adding a step to a process
          • Step types
          • Collecting information from a user
            • Assignments
              • Types of assignments
              • Directed Web Access
              • Standard properties in the Assign- base class
            • Choosing an assignee at run time
            • Configuring custom routing logic for assignments
            • Customizing the Get Next Work logic
              • Extension points for finding your next assignment
              • Get Next Work function
                • Enabling back-to-back assignments
                • Default behavior of Get Next Work processing
          • Assigning a task to a user
          • Requesting approval from a user
            • Enabling email approval
              • Email approval
              • Standard rules for case creation and approval by email
            • Troubleshooting errors in unresolved cases
          • Adding a preconfigured step to a process
            • Asking a question in a case
              • Survey APIs
            • Asking a group of related questions in a case
            • Attaching content to a case
              • Attachment types
              • Extension points and supporting rules for attachments
            • Attaching screen captures to a case
              • Creating PDF files by using a compact style sheet
            • Creating a contextual case
            • Collecting digital signatures in a case
            • Finding duplicate cases
              • Defining basic conditions for a case type
              • Defining a threshold with weighted conditions for a case type
              • Restrictions on properties used in duplicate tracking
            • Moving a case to a different stage
            • Pausing a process in a case
            • Transforming a temporary case into a permanent object
            • Posting messages to a case
            • Preloading a data page
            • Running a background process
            • Running a survey in a case
            • Sending event notifications from a case
            • Sending email from a case
            • Sending push notifications from a case
            • Saving data in a data page as part of a flow
            • Updating case information
          • Calling one process from another process
            • Subprocesses
            • Changing the context of a subprocess
        • Configuring case resolution
      • Improving case findability
        • Customizing the case icon
        • Changing the case ID format
          • Case ID format
        • Including indexed data during case search
        • Enabling search by third-party search engines
      • Adding meaningful data to a case
        • Sharing data between parent and child cases
          • Aggregating data in a parent case
          • Propagating data to a child case
        • Designing a survey
          • Best practices for creating a survey
          • Creating a survey
          • Adding a question page to a survey
          • Adding a question to a question page
            • Formatting a slider in a survey
            • Formatting a picklist in a survey
              • Dynamically sourcing the choices in a picklist
            • Formatting a checklist in a survey
            • Formatting a radio button matrix in a survey
            • Formatting text boxes in a survey
          • Creating a stand-alone question
          • Configuring advanced options for a question page
          • Reusing answers in survey questions
          • Creating questions in bulk
            • Populating a question template
            • Importing a question template
            • Troubleshooting question-template errors
          • Fine-tuning your survey
            • Making a question required in a survey
            • Conditionally displaying a question in a survey
            • Conditionally displaying a question page in a survey
            • Validating answers in a survey
            • Displaying a warning in a survey
            • Scoring answers in a survey
            • Changing the run-time order of questions in a survey
            • Maximizing screen space in a survey
            • Adding supporting information to a survey
              • Adding hover text to a question
              • Attaching a file or URL link to a question
              • Displaying a block of text in a question page
        • Integrating a case with an external resource
          • Assigning a task to a robotic work queue
          • Assigning a task to an external application
            • Setting a service-level agreement for the Assignment Service shape
          • Connecting a flow to an external application
          • Running a decision strategy from a flow
          • Calling an activity or an automation from a flow
          • Enabling case processing in an external application
          • Creating a case by using an API
        • Managing case history
          • Disabling geolocation tracking
          • Geolocation tracking
      • Guiding case workers to successful case resolution
        • Validating case data
        • Enabling case notifications
          • Defining case participants
          • Notifying case participants of new assignments
          • Notifying users of routed assignments
          • Disabling assignment notifications
        • Changing the status of a case
          • Defining a custom case status
          • Standard rules and extension points for case status
        • Providing relevant optional actions to case workers
          • Adding an optional action to a case
            • Adding an optional action to a stage
            • Adding an optional action to a process
            • Conditionally displaying an optional task
          • Adding a supporting process to a case
            • Adding a supporting process to a stage
            • Conditionally displaying a supporting process
          • Defining the entrance criteria for a stage
            • Requiring attachments for stage entry
            • Requiring property values for stage entry
            • Defining conditions for skipping a stage
          • Controlling access to case attachments
            • Categorizing case attachments
            • Restricting user actions for case attachments
          • Overriding the Create view of a case type
          • Defining conditions in the condition builder
        • Enforcing service-level agreements
          • Setting goals and deadlines for case resolution
          • Setting goals and deadlines for assignment completion
          • Defining an escalation action for an incomplete assignment
          • Defining an escalation action for an unresolved case
        • Enabling offline support for case types
          • Enabling offline packaging optimization during synchronization
          • Disabling server-side postprocessing in offline cases
          • Enabling offline case attachments support
            • Optimizing large file support performance
            • Dynamic system settings for optimizing large file support
            • Offline attachments support
        • Managing concurrent access to a case
          • Overriding the locking strategy of a child case
      • Case processing
        • Creating a case
          • Ad hoc cases
          • Converting a manual process to a case type
        • Reopening a resolved case
        • Bulk processing
          • Creating cases in bulk
          • Updating cases in bulk
          • Running flow actions in bulk
          • Troubleshooting errors in bulk processing
        • Finding work assigned to a team
        • Transferring an assignment
        • Case tags
          • Creating a search tag
          • Tagging a case
          • Searching for a case by tag
          • Social landing page
        • Following a case
          • Managing case followers
        • Work party retrieval methods
        • Notifications
          • Setting notification preferences
          • Creating a notification
            • Defining a notification message
            • Adding recipients for a notification
          • Notification channels
            • Configuring a web gadget notification channel
            • Configuring an email notification channel
            • Configuring a mobile notification channel
            • Configuring additional parameters for notification channels
        • Case attachment annotations
          • Configuring the color of case attachment annotations
        • Referencing a document from a case
    • Managing application data
      • Data modeling
        • Best practices for data modeling
        • Troubleshooting errors in your data model
      • Exploring the data model
        • Viewing the data model for a case
        • Viewing the data model for a data type
      • Managing data types
        • Storage and display of fields
        • Adding a data type to your application
          • Creating a data type in Dev Studio
          • Configuring the context for rules related to a data type
        • Deleting a data type
        • External Data Entities landing page
        • Adding a data page to a data type
        • Viewing pages and properties that use a data type
        • Reusing data
          • Reusing CRM data types
        • Simulating data
          • Replacing a simulated data source
      • Managing your data model
        • Defining the fields in a data type
        • Changing the type of a field
          • Troubleshooting field errors
        • Reusing data records
        • Referencing data from another data type
        • Adding a data reference to a form
      • Managing application data
        • Bringing data into your application
          • Integrating data from a REST service when creating a data type
            • Creating a data type and connecting it to a system of record using REST
            • Providing authentication details
              • Authenticating with basic or NTLM authentication
              • Authenticating with OAuth 2.0
            • Mapping fields
              • Mapping fields for the GET method when creating a data type
              • Mapping fields for the POST method when creating a data type
          • Integrating data from a REST service for an existing data type
            • Connecting existing data types to a system of record using REST
            • Providing authentication details
              • Authenticating with basic or NTLM authentication
              • Authenticating with OAuth 2.0
            • Mapping fields
              • Mapping fields for the GET method for existing data types
              • Mapping fields for the POST method for existing data types
          • Importing data into your application from an external system
            • Importing data from a file
            • Troubleshooting import errors
          • Updating data records
            • Updating a data record
            • Updating data records in bulk
              • Exporting data records
              • Importing updates from a file
            • Deleting a data record
            • Deleting data records in bulk
        • Data mapping limitations
        • Updating connection details and mapping for a data type
        • Preparing your data for production
        • Creating local data storage
          • Fixing database table generation
          • Data Tables landing page
            • Database tables
        • Migrating application data
          • Creating a migration configuration template
      • Managing UI Views
        • Creating a view for a data type
      • Troubleshooting data in UI elements
      • Reporting
        • Report types
        • Creating a report
          • Organizing report shortcuts
          • Creating report categories in Case Manager
          • Modifying result columns in list reports
          • Modifying result columns in summarized reports
          • Report Browser features
        • Editing reports
          • Adding columns to reports
            • Modifying column settings
            • Sorting and grouping columns in list reports
            • Data Explorer
          • Editing filter conditions
            • Adding filter conditions
            • Editing the logic for filter conditions
          • Adding or editing charts from the Report Editor
            • Removing charts by using the Report Editor
          • Converting a list report to a summarized report
          • Converting a summarized report to a list report
          • Report Editor
        • Scheduling reports
          • Managing subscriptions to reports
          • Subscribing to reports
          • Schedule task form
        • Running reports
          • Report results
          • Actions menu options for reporting
        • Creating a report definition
          • Creating a report definition
            • Adding or editing charts from the report definition rule form
              • Removing a chart by using the report definition rule form
              • Showing chart data
              • Chart types and subtypes
              • Data settings form in the Chart Editor
              • Styling charts in the application skin
            • Adding maps to reports
              • Defining associations for map charts
            • Managing scheduled reporting tasks in Dev Studio
            • Setting resource limits for reporting
              • Disabling the creation of an Info sheet in Excel output
              • Reporting Settings landing page
            • Report Definition rule form
              • Report Definition Query tab
              • Report Definition Chart tab
                • Maps available for use as charts
              • Report Definition Report Viewer tab
              • Report Definition Data Access tab
              • Report Definition Pages & Classes tab
              • The Calculation Builder
              • Standard Report Definitions — Monitor Assignments
              • Standard Report Definitions — Performance Analysis
              • Standard Report Definitions — Work Analysis
              • Standard Report Definitions — Work Monitoring
              • Standard reports by category
              • More about report definition rules
                • Summary views
                  • Chart tab on the Summary View form
                    • Summary View form – Configuring interactive charts
                  • Summary View form - Configuring static charts
                  • Content tab on the Summary View form
                  • Drill Down tab on the Summary View form
                  • Format tab on the Summary View form
                  • Summary View form - Completing the HTML tab
                  • Join tab on the Summary View form
                  • Organize tab on the Summary View form
                • List views
                  • Content tab on the List View form
                  • Display Fields tab on the List View form
                  • Format tab on the List View form
                  • List View form - Understanding the HTML tab
                  • Join tab on the List View form
                  • Organize tab on the List View form
                  • Selectable tab on the List View form
            • Associations
              • Creating an association
              • Configuring a simple association
              • Configuring a complex association
              • Viewing associations that are available for reporting
          • Removing standard reports and categories from the Report Browser
          • Creating a report category
            • Configuring the display of a report category
          • Creating report shortcuts
            • Shortcut rules
              • Shortcut rules - Completing the New or Save As form
              • Shortcut form – Completing the Shortcut tab
          • Specifying filter options for the Report Viewer
            • Filter conditions
          • Reviewing statistics about report usage
            • Customizing standard usage reports
            • Creating usage reports
          • Creating a dedicated ruleset version for manager reports
            • Case types available from the Report Browser
          • Setting up a reports database
            • Disabling usage of a reports database
        • Standard reports by category
          • Usage reports
          • Report categories
          • Standard reports and categories
        • Report List features
      • Decision Strategy Manager
        • Decision Strategy Manager (DSM)— Landing pages
        • Propositions
          • Accessing the Proposition Management landing page
          • Creating a business issue
          • Creating a group
          • Reusing existing business issues and groups
          • Deleting a business issue or a group
          • Creating a property
          • Defining versioned propositions
            • Adding a versioned proposition
            • Editing a versioned proposition
            • Importing versioned propositions from a .csv file
            • Defining the validity period for versioned propositions
            • Deleting versioned propositions
          • Defining unversioned propositions
            • Adding an unversioned proposition
            • Editing an unversioned proposition
            • Editing unversioned propositions in bulk
            • Duplicating an unversioned proposition
            • Defining the validity period for unversioned propositions
            • Converting groups with unversioned propositions
            • Deleting unversioned propositions
        • Simulation Testing landing page
          • Creating simulation tests
          • Managing simulation tests
        • Data Flows landing page
          • Creating a data flow
            • Types of data flows
            • Filtering incoming data
            • Combining data from two sources
            • Converting the class of the incoming data pages
            • Merging data
            • Applying complex data transformations
            • Applying complex event processing
            • Adding strategies to data flows
            • Applying text analysis on the data records
            • Branching a data flow
            • Configuring a data flow to update a single property only
            • Recording scorecard explanations through data flows
          • Creating a batch run for data flows
            • Reprocessing failed records in batch data flow runs
          • Creating a real-time run for data flows
          • Creating an external data flow run
            • Managing external data flow runs
            • External Data Flow Run window
          • Monitoring single case data flow runs
          • Changing the data flow failure threshold
          • Changing the number of retries for SAVE operations in batch and real-time data flow runs
          • Adding pre- and post-activities to data flows
          • Accessing the Data Flows landing page
        • Model management
          • Viewing recent responses for adaptive and predictive models
          • Clearing models
          • Deleting adaptive models
          • Updating adaptive models
          • Uploading customer responses
          • Adaptive model details
        • Adaptive Models Schema Migration
          • Accessing the Adaptive Model Schema Migration landing page
          • Migrating adaptive model schema
        • Monitoring interaction results
          • Applying sample scripts for archiving and purging
            • Applying interaction history scripts in Oracle databases
              • Moving the FACT table records
              • Merging the dimension records
              • Deleting the records from the FACT table
            • Applying interaction history scripts in Microsoft SQL Server
              • Moving the FACT table records in Microsoft SQL Server databases
              • Merging the dimension records in Microsoft SQL Server databases
              • Deleting the records from the FACT table in Microsoft SQL Server databases
            • Applying interaction history scripts in Db2 Database Software
              • Moving the FACT table records in Db2 Database Software
              • Merging the dimension records in Db2 Database Software
              • Deleting the records from the FACT table in Db2 Database Software
        • Data Sources landing page
        • Visual Business Director landing page
          • Comparing decision results in the Visual Business Director planner
          • Visual Business Director planner
            • Accessing Visual Business Director (VBD) planner
            • Customizing Visual Business Director (VBD) planner
          • The Data Sources tab
          • The Key Performance Indicators tab
            • Adding a key performance indicator
            • Editing a key performance indicator
        • Decision Management services
          • Monitoring Decision Management services
          • Adding nodes to Decision Management services
          • Decision Data Store service
            • Configuring the Decision Data Store service
            • Status parameters of Decision Data Store nodes
          • Adaptive Decision Manager service
            • Configuring the Adaptive Decision Manager service for on-premises environments
            • Configuring the Adaptive Decision Manager service for Pega Cloud Services
            • Status parameters of Adaptive Decision Management nodes
          • Data Flow service
            • Configuring the Data Flow service
          • Real Time Data Grid service
            • Configuring the Real Time Data Grid service
          • Stream service
            • Configuring the Stream service
            • Status parameters of Stream nodes
          • Managing decision data nodes
          • Status of decision data nodes
          • Configuration settings for nodes
          • Configuring logger settings
        • Configuring the model transparency policy for predictive models
        • Customer Movie landing page
          • Accessing the Customer Movie landing page
          • Creating an event type in the Event Catalog
          • Clearing an event type in the Event Catalog
          • Deleting an event in the Event Catalog
          • Browsing events for a customer or a group of customers
          • Adding an events feed to your user interface
        • Revision Management landing page
          • Application overlays
            • Creating application overlays
            • Editing application overlays
            • Deleting application overlays
          • Revisions
            • Revision case type
            • Change Request case type
            • Managing revisions
              • Importing revisions
              • Activating revisions
              • Discarding revisions
              • Rolling back revisions
        • Social Media Metadata landing page
          • Accessing the Social Media Metadata landing page
          • Customizing the metadata retrieval from Facebook data sets
        • Methods and functions
        • Prediction Studio overview
          • Setting access to Prediction Studio
          • Specifying a database for Prediction Studio records
          • Specifying a repository for text analytics models
          • Configuring the default rule context
          • Enabling outcome inferencing
        • Customer Decision Hub
          • Simulation testing
            • Creating simulation tests in Customer Decision Hub
            • Running simulation tests
            • Running simulation tests from the strategy form
            • Managing simulation tests in Customer Decision Hub
              • Filtering simulation tests
              • Viewing additional simulation test details
              • Configuring reports assigned to simulation test outputs
              • Duplicating simulation tests
              • Comparing simulation tests
              • Assigning custom reports to simulation tests
              • Scheduling simulation tests
        • Supporting rules
          • Adaptive Model rule
            • Adaptive Model rules - Completing the Create, Save As, or Specialization form
            • Adaptive model tab on the Adaptive Model form
              • Model context
                • Adding model identifiers
              • Adding adaptive model predictors
                • Adding a predictor to an adaptive model
                • Adding multiple predictors to an adaptive model
              • Parameterized predictors
                • Adding parameterized predictors
            • Adaptive models monitoring
              • Viewing a model report
                • Model report details
                • Predictor report details
              • Viewing the predictors overview
                • Predictor performance information
            • Outcomes tab on the Adaptive Model form
              • Defining outcome values in an adaptive model
            • Configuring Adaptive Model settings
            • Parameters tab on the Adaptive Model form
            • Pages & Classes tab on the Adaptive Model form
          • About Data Set rules
            • Data Set rules - Completing the Create, Save As, or Specialization form
            • Types of Data Set rules
              • Creating a Decision Data Store data set
                • Migrating data between Decision Data Store data sets
              • Creating a Facebook data set
              • Creating a File data set record for embedded files
              • Creating a File data set record for files on repositories
                • Requirements for custom stream processing in File data sets
              • Creating an HBase data set record
              • Creating an HDFS data set record
              • Creating an interaction history summary data set
              • Creating a Kafka data set
              • Creating a Kinesis data set
              • Creating a Monte Carlo data set record
              • Creating a Stream data set
                • Partition keys for Stream data sets
              • Creating a YouTube data set record
              • Creating a Visual Business Director data set record
                • Aggregation on the Visual Business Director data set
              • Exporting data into a data set
              • Importing data into a data set
                • Setting a size limit for data import into a data set
              • Tracing Decision Data Store operations
              • Synchronizing the Actuals data set
            • Exporting data into a data set
            • Importing data into a data set
              • Setting a size limit for data import into a data set
          • About Decision Data rules
            • Decision Data rules - Completing the Create, Save As, or Specialization form
            • Decision Data rule form - Completing the Data tab
            • Decision Data rule form - Completing the Form tab
              • Customizing the Decision Data rule form
              • Configuring Decision Data rule form fields
          • About Event strategy rule
            • Event Strategy rule - Completing the Create, Save As, or Specialization form
            • Event Strategy rule form - Completing the Event Strategy tab
              • Adding aggregations in event strategies
              • Adding filter conditions in event strategies
              • Adding local variables in event strategies
              • Adding join conditions in event strategies
              • Dynamic window size behavior
              • Testing event strategies
              • Unit testing event strategies
          • About External Data Flow form
            • External Data Flow rules - Completing the Create, Save As, or Specialization form
            • Data flow tab on the External Data Flow form
          • About Hadoop host configuration (Data-Admin-Hadoop)
            • Connection tab
              • Configuring Hadoop settings for an HDFS connection
              • Configuring Hadoop settings for an HBase connection
              • Configuring YARN settings
              • Configuring run-time settings
          • Predictive Model rule
            • Predictive Model rules - Completing the Create, Save As, or Specialization form
            • Predictive model tab on the Predictive Model form
              • Reclassifying score distribution
              • XSD validation and PMML error messages
            • Model source tab on the Predictive Model form
            • Configurations tab on the Predictive Model form
              • Configuring custom functions of a PMML model
            • Input mapping tab on the Predictive Model form
            • Pages & Classes tab on the Predictive Model form
          • About Proposition Filter rules
            • Proposition Filter rules - Completing the Create, Save As, or Specialization form
            • Configuring the specific criteria for the Proposition Filter rule
            • Configuring the default criteria for the Proposition Filter rule
          • Scorecard rules
            • Defining predictors for scorecards
            • Mapping score ranges to decision results
            • Testing the scorecard logic
          • About Strategy rules
            • Strategy rules - Completing the New, Save As, or Specialization form
            • Creating a globally optimized strategy
            • Strategy rule form - Completing the Strategy tab
              • Component Categories
                • Strategy components - Sub Strategy
                • Strategy components - Embedded strategy
                  • Configuring audiences for multiline decisioning strategies
                  • Enabling multiple audiences in decisioning strategies through the Embedded strategy shape
                • Strategy components - Import
                • Strategy components - Decision analytics & business rules
                • Strategy components - Enrichment
                • Strategy components - Arbitration
                • Strategy components - Selection
                • Strategy components - Aggregation
                • Strategy components - External input
                • Strategy components - Strategy results
              • Configuring single case runs
              • Configuring batch case runs
                • Decision statistics
                • Performance statistics
              • Test run labels
              • Strategy canvas accelerators and keyboard shortcuts
            • Strategy rule form - Using the Strategy Properties tab
            • Strategy rule form - Completing the Auto-Run Results tab
            • Strategy rule form - Completing the Advanced tab
            • Strategy rule form - Completing the Pages & Classes tab
          • About Text Analyzer rules
            • Sentiment analysis
              • Configuring sentiment analysis
            • Topic detection
              • Configuring topic detection
            • Text extraction analysis
              • Configuring text extraction analysis
            • Intent analysis
              • Configuring intent analysis
              • Default intent model
            • Configuring advanced text analytics settings
              • Configuring language detection preferences
              • Configuring sentiment score range
              • Configuring spelling checker settings
              • Configuring categorization settings
            • Testing Text Analyzer rules
      • Data extraction
        • BIX extraction overview
        • Adding BIX to your application
          • BIX platform restrictions
          • Upgrading BIX
        • Configuring the extraction environment
          • Configuring the BIX source database
          • Configuring the BIX target database connection settings
          • Configuring optional prconfig.xml settings
          • Configuring BIX logging
          • Specifying the database with the engine code
          • Enabling password encryption for BIX
          • Preparing a target database
        • Optional command-line BIX parameters
        • Extract rules
          • Extract rules - Completing the Create, Save As, or Specialization form
          • Extract rules - Completing the Definition tab
          • Extract rules - Completing the File Specification tab
          • Extract rules — The Filter Criteria tab
          • Extract rules — Completing the Pages & Classes tab
          • Extract rules — The Execution History tab
          • More about Extract rules
        • Running an Extract rule by using an agent
        • Manually running an Extract rule in your application
        • Extracting data from Pega Cloud to an on-premises database
        • Generating an XSD file for XML output
        • Command-line BIX extractions
          • Running the command-line extraction process
        • Stand-alone command-line BIX extractions
          • Establishing a stand-alone command-line BIX extraction process
          • Example shell script file
          • Sample ant build files
          • Creating an XML representation of an Extract rule
        • Unique run identifier
        • BIX logging
          • BIX error handling
        • BIX in Pega Cloud applications
          • Running BIX in the Pega Cloud
          • Obtaining BIX extract files from the Pega SFTP server
          • Defining SFTP-related data instances
        • BIX performance
          • BIX performance recommendations
          • BIX high-throughput data downloads in the Pega Cloud
          • BIX performance benchmark
    • Creating the user experience
      • Channels and interfaces
        • Creating a web channel
          • Customizing the login screen
          • Log-off processing modifications
          • Standard portals
          • Creating a composite portal
            • Portals
              • Portal rules -
              • Portal form - Completing the Details tab
              • More about Portal rules
            • Harnesses
              • Harness form -
                • Harness form — Adding a screen layout
                  • Configuring a screen layout
                  • Screen layout properties
                  • Screen layout - Region properties - General tab
                  • Upgrading panel sets to screen layouts
                • Harness form - Adding a container
                • Harness forms - How to support work item copying
                • Harness forms - Supporting work item printing
              • Harness and Section forms: Help — Client Event Editor
              • Harness and Section forms — Using the Condition Builder to configure dynamic UI actions
              • Harnesses form - Completing the Design tab
              • Harness form - Completing the Display Options tab
              • Harness form - Completing the Scripts and Styles tab
              • Harness form - Completing the Pages & Classes tab
              • Harness form - Completing the Advanced tab
              • Harness form - Presenting flow actions
              • Harness forms - Placing a button in a harness
              • More about Harnesses
            • Composite portal
            • Portals for application users
          • Adding the Pulse gadget to your application
            • Enabling users to post messages in the activity feed
            • Adding a feed source for the activity feed
            • Configuring default feed sources
            • Configuring Pulse email notifications
              • Configuring an email account for Pulse notifications
              • Enabling users to respond to Pulse email notifications
              • Configuring Pulse notifications on additional email accounts
        • Configuring the Mashup channel
        • Conversational channels
          • Email Bot
            • Email channel behavior
              • Configuring the Email channel
                • Defining suggested cases for the Email channel
                • Defining suggested replies for the Email channel
              • Configuring text analyzer definitions for the Email channel
                • Text analyzers in the Email channel
                • Defining Email text analyzer topics
                • Defining advanced Email text analyzer configuration
                • Editing the text analyzer rule for the Email channel
              • Enabling rich HTML text in emails
              • Tracking configuration changes in Email channels
              • Email channel custom rules
              • Example case discussion in email and Pulse
              • Limitations on email discussions
            • Intelligent email routing
              • Configuring routing conditions for automatic email handling
                • Defining topics for intelligent routing
                • Defining a routing condition
              • Testing email routing conditions
            • Email channel NLP model
              • Updating the NLP model for an Email channel
              • Updating entities for an Email channel
              • Enabling the NLP model training for the Email channel
              • Copying training data to another environment
              • Machine learning and case processing
            • Email triage
              • Email triage cases
              • Enabling subject analysis of content during email triage
              • Enabling the analysis of attached files during email triage
              • Spinning off a regular case
              • Email Manager portal
          • IVA for Facebook
            • Facebook channel behavior
              • Configuring the Facebook channel
                • Adding cases for the Facebook channel
                • Adding custom responses for the Facebook channel
                • Configuring text analyzer definitions for the Facebook channel
                  • Text analyzers in the Facebook channel
                  • Defining Facebook text analyzer topics
                  • Defining advanced Facebook text analyzer configuration
                  • Editing the text analyzer rule for the Facebook channel
                • Configuring system responses for the Facebook channel
                • Configuring time-out options for the Facebook channel
                • Enabling synchronous mode for debugging
                • Facebook channel content
                • Configuring Facebook Get Started button
              • Setting up a Facebook operator ID
              • Adding a conversation to a case type
            • Facebook chatbot preview console
              • Simulating a conversation and building a Facebook chatbot
                • Configuring a topic in the Facebook chatbot preview console
                • Configuring a question in the Facebook chatbot preview console
                • Configuring a response in the Facebook chatbot preview console
                • Configuring a case and entity extraction in the Facebook chatbot preview console
            • Facebook channel NLP model
              • Updating the NLP model for a Facebook channel
              • Enabling the NLP model training for the Facebook channel
              • Copying training data to another environment
          • IVA for Web Chatbot
            • Web Chatbot channel behavior
              • Configuring the Web Chatbot channel
                • Adding cases for the Web Chatbot channel
                • Adding custom responses for the Web Chatbot channel
                • Configuring text analyzer definitions for the Web Chatbot channel
                  • Text analyzers in the Web Chatbot channel
                  • Defining Web Chatbot text analyzer topics
                  • Defining advanced Web Chatbot text analyzer configuration
                  • Editing the text analyzer rule for the Web Chatbot channel
                • Configuring system responses for the Web Chatbot channel
                • Configuring time-out options for the Web Chatbot channel
                • Web Chatbot channel content
              • Generating the Web Chatbot channel mashup code
            • Web Chatbot preview console
              • Simulating a conversation and building a Web Chatbot
                • Configuring a topic in the Web Chatbot preview console
                • Configuring a question in the Web Chatbot preview console
                • Configuring a response in the Web Chatbot preview console
                • Configuring a case and entity extraction in the Web Chatbot preview console
            • Web Chatbot channel NLP model
              • Updating the NLP model for a Web Chatbot channel
              • Enabling the NLP model training for the Web Chatbot channel
              • Copying training data to another environment
            • Enabling interaction operator cleanup in IVA for Web Chatbot
          • Adding a conversation to a case type
          • Viewing channel interactions
    • Integrating your application with external resources
      • Pega APIs and services
        • Pega API services
        • Using the Pega API
          • Pega API system management privileges
          • Securing the Pega API
          • Pega API best practices
          • Retrieve a flat list of fields from Pega APIs
          • Page-related operation queuing with page instructions in Pega APIs
            • Page instructions for embedded pages
            • Page instructions for page lists
            • Page instructions for page groups
            • Append or insert rows in page lists and page groups by using newRow
          • Pega API example use cases
            • City services example mobile app
            • Pega API time and expenses sample mobile app (manager)
            • Pega API time and expenses example mobile app (employee)
        • Adding a custom API or service
          • Viewing application-specific REST APIs
          • Generating OpenAPI Specification documentation for application-specific REST APIs
          • Advanced details and limitations of generating OpenAPI Specification documentation
        • Pega API HTTP status codes and errors
      • Integrating with file and content management systems
        • File and content storage
        • Viewing file storage destinations
        • Adding a file repository
          • Creating a repository
            • Adding an S3 repository
            • Adding a Microsoft Azure repository
            • Adding a JFrog repository
            • Adding a file system
            • Adding a Pega repository
              • Enabling the Pega repository type
          • Creating a custom repository type
          • Repository APIs
            • Create folder API
            • Create file API
            • Get file API
            • List files API
            • Exists API
            • Delete API
            • Is authenticated API
        • Using file repositories
          • Configuring external storage options for attachments
            • Adding a case or Pulse attachment from external content locations
            • Adding a case attachment from a CMIS system
            • Managing a case attachment stored in a CMIS system
          • Storing case attachments using external storage
            • Requirements and restrictions for case attachments in a file storage repository
            • Migrating case attachments to a repository
      • Creating connector simulators
      • Data mapping in services and connectors
        • Data mapping for SOAP and dotNet connectors
        • Data mapping for SOAP and dotNet services
      • Deleting an email account
      • Email servers
        • Email servers – Completing the Environment tab
      • Example of authenticated user's access group
      • Example of unathenticated user's service package access group
      • About the Connector and Metadata wizard
        • Connector and Metadata wizard – Completing the Choose Purpose form
          • Connector and Metadata wizard – The JNDI Server and Bindings form
          • Connector and Metadata wizard – The Home Methods form (EJB connector)
          • Connector and Metadata wizard – The Remote Methods form (EJB connector)
        • Connector and Metadata wizard – Completing the Initial Parameters form
          • Connector and Metadata wizard – Completing the Select Fields form (importing a JavaBean)
          • Connector and Metadata wizard – Completing the Select Constructors form
          • Connector and Metadata wizard – Completing the Select Methods form
          • Connector and Metadata wizard – Completing the Initial Parameters form (SQL)
          • Connector and Metadata wizard - Define Intended Operations form (SQL)
          • Connector and Metadata wizard - Completing the Select Table Columns form (SQL)
          • Connector and Metadata wizard – Completing the Select Columns for List Query form (SQL)
          • Connector and Metadata wizard – Completing the Map Parameters form (SQL)
          • Connector and Metadata wizard - Choose Service Details form
          • Connector and Metadata wizard - Choose Methods Form (.NET and SOAP)
        • Connector and Metadata wizard – Completing the Previous Runs form
          • Connector and Metadata wizard - Completing the Previous Runs form
          • Connector and Metadata wizard - Completing the Previous Runs form
          • Connector and Metadata wizard - Completing the Add Substitute Rules form
        • Connector and Metadata wizard - Completing the Map Parameters form
        • Connector and Metadata wizard – Completing the Class Conflicts form
        • Connector and Metadata wizard - Completing the Other Conflicts form
        • Connector and Metadata wizard – Completing the Preview Duplicates form
        • Connector and Metadata wizard – Completing the Review form
        • Connector and Metadata wizard - Completing the Class Duplicates form
        • Connector and Metadata wizard - Completing the Other Duplicates form
        • How to call a Windows DLL library
      • Requestor pooling for services
      • Tools for integration development tasks
        • About generating connector rules
        • Connected apps landing page
          • Connecting an app to a service provider
          • Disconnecting an app from a service provider
        • Integration Connectors landing page
          • Creating SOAP integration
            • Providing a WSDL document for SOAP integration
            • Selecting operations for SOAP integration
              • Configuring the authentication for data sources in SOAP integration
              • Testing operations in SOAP integration
            • Generating records for SOAP integration
            • Reviewing the record generation summary
          • Creating REST integration
            • Configuring a REST connection
            • Selecting methods for REST integration
            • Defining a data model for REST integration
              • Configuring the request and response in REST integration by adding a REST response
              • Configuring the request and response in REST integration manually
            • Updating and generating records for REST integration
              • Updating the integration layer for REST integration
              • Updating the data layer for REST integration
            • Reviewing the record generation summary
          • Creating SAP integration
            • Providing an input document for SAP integration
            • Configuring an SAP connection
            • Selecting operations for SAP integration
              • Configuring the authentication for data sources in SAP integration
              • Testing operations in SAP integration
            • Generating records for SAP integration
              • Updating the integration layer for SAP integration
              • Updating the data layer for SAP integration
            • Reviewing the record generation summary
        • About the eForm Rules accelerator
          • eForm accelerator Help: Completing the Select eForm Properties form
          • eForm accelerator Help: Completing the Upload File form
          • eForm accelerator Help: Completing the Select eForm Fields form
          • eForm accelerator Help: Completing the Map eForm Fields form
          • eForm accelerator Help: Completing the Review and Save form
        • Viewing your email accounts
        • Deleting an email account
        • About importing XSD files
          • Connector and Metadata wizard - Completing the Select Elements form (XSD and DTD)
          • Connector and Metadata wizard – Completing the Select Rule Types form (XSD)
          • Connector and Metadata wizard – Completing the Add Substitute Rules form
        • Viewing JavaBean properties
          • About importing JavaBeans with the Connector and Metadata wizard
        • Pega Document Scanning
          • Using the Image Viewer
        • Integration Services landing page
        • Service Wizard
          • Service Wizard: Select Service Purpose
          • Service Wizard: Provide Service Details — Select Work Properties
          • Service Wizard: Provide Service Details — Select Flow Actions
          • Service Wizard: Provide Service Details — Select Activity Class
          • Service Wizard: Provide Service Details — Select Service Activities
          • Service Wizard: Provide Service Details — Select Service Parameters
          • Service Wizard: Provide Service Details — Select Data Class
          • Service Wizard: Customize Service Data
          • Service Wizard: Select Service Resources
          • Service Wizard: Configure Data Records
          • Service Wizard: Resolve Duplicates
          • Service Wizard: Review and Save
        • Viewing in-progress and completed integration wizards
      • Robotic automation
        • Automation configuration
        • Configuring robotic desktop automation
          • Robotic desktop automation error processing
          • Robotic desktop automation
          • Adding an automation to a flow
        • Configuring robotic process automation
          • Configuring the heartbeat interval
          • Virtual machine registration
            • Configuring Pega Platform to register virtual machines
          • Obtaining information from robotic automations
          • Robotic process automation error handling
          • Robotic process automation
      • Supporting rules
        • Integration-Connectors category
          • About Connect BPEL rules
            • Connect BPEL rules – Completing the Create, Save As, or Specialization form
            • Connect BPEL form - Completing the Deployment tab
            • Connect BPEL form – Completing the Methods tab
          • About Connect Cassandra rules
            • Connect Cassandra rules - Completing the Create, Save As, or Specialization form
            • Connect Cassandra form - Completing the Service tab
            • Connect Cassandra form - Completing the Mappings tab
          • About Connect CMIS rules
            • Creating a Connect CMIS rule
            • Connect CMIS form – Completing the Service tab
            • Atom Servers
            • About SOAP Server data instances
          • About Connect dotNet rules
            • Connect dotNet rules – Completing the Create, Save As, or Specialization form
            • Connect dotNet rules – Completing the Faults tab
            • Connect dotNet form – Completing the Request tab
            • Connect dotNet form – Completing the Response tab
            • Connect dotNet form – Completing the Service tab
            • dotNet Connector Form – Completing the Advanced tab
            • dotNET Connector rules – Understanding the WSDL tab
          • About EJB connector rules
            • Connect EJB rules - Completing the New or Save As form
            • Connect EJB form – Completing the Create tab
            • Connect EJB form – Completing the Remote tab
            • Connect EJB form - Completing the Service tab
            • More about Connect EJB rules
          • About Connect File rules
            • Connect File rules - Completing the Create, Save As, or Specialization form
            • Connect File rules - Completing the Service tab
            • More about Connect File rules
          • About Connect HBase rules
            • Connect HBase rules - Completing the Create, Save As, or Specialization form
            • Connect HBase form - Completing the Service tab
            • Connect HBase form - Completing the Mappings tab
          • About Connect HTTP rules
            • Connect HTTP Rules – Completing the Create, Save As, or Specialization form
            • Connect HTTP form – Completing the Request tab
            • Connect HTTP form – Completing the Response tab
            • Connect HTTP form – Completing the Service tab
            • More about Connect HTTP rules
          • About Connect Java rules
            • Connect Java rules - Completing the Create, Save As, or Specialization form
            • Connect Java form – Completing the Constructor tab
            • Connect Java form – Completing the Method tab
            • Connect Java form – Completing the Service tab
            • More about Connect Java rules
          • About Connect JCA rules
            • Connect JCA rules - Completing the Create, Save As, or Specialization form
            • Connect JCA rules - Completing the Input tab
            • Connect JCA rules - Completing the Output tab
            • Connect JCA rules – Completing the Service tab
            • More about Connect JCA rules
          • About Connect JMS rules
            • Connect JMS rules – Completing the Create, Save As, or Specialization form
            • Connect JMS form – Completing the Request tab
            • Connect JMS form – Completing the Response tab
            • Connect JMS form – Completing the Service tab
            • More about Connect JMS rules
          • About Connect MQ rules
            • Connect MQ Rules – Completing the Create, Save As, or Specialization form
            • Connect MQ form - Completing the Service tab
            • Connect MQ form – Completing the Request tab
            • Connect MQ form – Completing the Response tab
            • More about Connect MQ rules
          • Connect REST rules
            • Creating Connect REST rules
            • Identifying the external system for a Connect REST rule
            • Mapping the request and response data for Connect REST rules
              • Mapping the data for a GET request for a Connect REST rule
              • Mapping the data for a GET response for a Connect REST rule
              • Mapping data for a PATCH request for a Connect REST rule
              • Mapping data for a PATCH response for a Connect REST rule
              • Mapping the data for a POST request for a Connect REST rule
              • Mapping the data for a POST response for a Connect REST rule
              • Mapping the data for a PUT request for a Connect REST rule
              • Mapping the data for a PUT response for a Connect REST rule
              • Mapping the data for a DELETE request for a Connect REST rule
              • Mapping the data for a DELETE response for a Connect REST rule
            • Connect REST calling activity
            • Asynchronous execution by the Pega-IntScvs agents
            • Working with SSL-enabled endpoints
            • JSON mapping for special characters
          • About Connect SAP rules
            • Connect SAP rules - Completing the Create, Save As, or Specialization form
            • SAP Connector rules – Completing the Faults tab
            • SAP Connector form – Completing the Request tab
            • SAP Connector Form – Completing the Response tab
            • Connect SAP form – Completing the Service tab
            • SAP Connector Form – Completing the Advanced tab
            • SAP Connector rules – Understanding the WSDL tab
            • More about SAP connector rules
          • About Connect SAPJCo rules
            • Connect SAPJCo rules - Completing the Create, Save As, or Specialization form
            • Connect SAPJCo form – Completing the Constructor tab
            • Connect SAPJCo form – Completing the Method tab
            • Connect SAPJCo form – Completing the Service tab
            • More about Connect SAPJCo rules
          • About Connect SOAP rules
            • Connect SOAP rules – Completing the Create, Save As, or Specialization form
            • SOAP Connector rules – Completing the Faults tab
            • SOAP Connector form – Completing the Request tab
            • Connect SOAP form - Completing the Response tab
            • Connect SOAP form – Completing the Service tab
            • SOAP Connector form – Completing the Advanced tab
            • SOAP Connector rules – Understanding the WSDL tab
            • More about SOAP connector rules
          • About Connect SQL rules
            • Connect SQL rules - Completing the Create, Save As, or Specialization form
            • Connect SQL form - Completing the Browse tab
            • Connect SQL form - Completing the Delete tab
            • Connect SQL form - Completing the Open tab
            • Connect SQL form - Completing the Save tab
            • Connect SQL form - Data Mapping
            • More about Connect SQL rules
            • RDB SQL rules (Rule-RDB-SQL)
          • Using attachments with REST, SOAP, SAP, dotNet, and HTTP connectors and services
          • Handling connector exceptions
          • About Connect Robot rules
        • Integration Mapping category
          • About eForm file rules
            • eForm File rules - Completing the Create or Save As form
            • eForm File rules - Completing the Main tab
            • More about eForm File rules
          • Map eForm rules
            • Map eForm rules - Completing the Create, Save As, or Specialization form
            • Map eForm Rules - Completing the Mapping tab
            • Map eForm rules - Completing the Pages & Classes tab
            • More about Map eForm rules
          • Map Structured rules
            • Map Structured rules - Completing the Create, Save As, or Specialization form
            • Map Structured rules - Completing the Mapping tab
            • Map Structured rules - Completing the Pages & Classes tab
            • More about Map Structured rules
          • Parse Delimited rules
            • Parse Delimited rules - Completing the Create, Save As, or Specialization form
            • Parse Delimited form - Completing the Parse Rules tab
            • More about Parse Delimited rules
            • How to unit test a Parse Delimited rule
          • About Parse Normalize rules
            • Parse Normalize rules - Completing the Create, Save As, or Specialization form
            • Parse Normalize form - Completing the Parse tab
          • Parse structured rules
            • Creating a parse structured rule
            • Security tab on the Parse Structured form
            • Steps tab on the Parse Structured form
            • How to unit test a Parse Structured rule
          • Parse XML rules
            • Parse XML rules - Completing the Create, Save As, or Specialization form
            • Parse XML form - Completing the Mapping tab
            • Parse XML rules - Completing the Pages & Classes tab
            • Parse XML form - Completing the XML tab
            • More about Parse XML rules
            • How to unit test a Parse XML rule
            • Parse XML form - Completing the Mapping tab (Version 5.4 fields)
            • Parse XML form - Completing the Validate tab
          • XML Stream rules
            • XML rules - Completing the Create, Save As, or Specialization form
            • XML Stream form - Completing the Mapping tab
            • XML Stream form - Completing the Pages & Classes tab
            • XML Stream form - Completing the XML tab
            • More about XML Stream rules
        • Integration Resources category
          • Connect Request Processor data instances
            • Connect Request Processor – Completing the New or Save As form
            • Connect Request Processor form - Dequeuing Options tab
            • Connect Request Processor form - Queuing Options tab
          • Exploring email configurations
            • Creating an email account
            • Creating an email listener
              • Configuring email listener routing
              • Configuring email listener processing
              • Troubleshooting email listeners
              • Filtering out auto reply messages
            • Service Email rules
              • Creating a Service Email rule
              • Configuring service processing for Service Email rules
              • Configuring the request for Service Email rules
              • Configuring the response for Service Email rules
              • More about Service Email rules
              • How to unit test a Service Email rule
            • Deleting an email account
            • Correspondence rules and email
            • Email conversations
            • Email-based work processing
            • Sending encrypted email
            • Sending digitally signed email
            • Automatic resends
            • Working with SSL-enabled endpoints
            • Initial Email Account instances (Data-EmailAccount)
          • File listeners
            • Creating a file listener
            • Where, when, and whether file listeners start
            • Configuring file listener processing
            • Configuring file listener error processing
            • Configuring remote logging for file listeners
            • Associating listeners with node types
            • Best practices for processing files using the file listener
            • Troubleshooting file listeners
          • About FTP Server data instances
            • FTP Servers – Completing the New or Save As form
            • FTP Server form – Completing the Environment tab
            • More about FTP server data instances
          • Integration systems
            • Creating an integration system
            • Changing an integration system icon
            • Deleting an integration system
          • About Interface Generator data instances
            • Interface Generator form - About the Name
            • Interface Generator form – Understanding the Definition tab
          • About JCA Resource Adapter data instances
            • JCA Resource Adapter form – Completing the New or Save As form
            • JCA Resource Adapter form – Completing the Connection tab
            • JCA Resource Adapter form - Completing the ConnectionSpec tab
            • JCA Resource Adapter form – Completing the MetaData tab
          • About JMS Listener data instances
            • JMS Listener data instances – Completing the New or Save As form
            • JMS Listener form – Completing the Listener Properties tab
            • JMS Listener form – Completing the JMS Properties tab
            • More about JMS Listener data instances
          • About JMS MDB Listener data instances (Data-Admin-Connect-JMSMDBListener)
            • JMS MDB Listener data instances – Completing the New or Save As form
            • JMS MDB Listener form – Completing the Listener Properties tab
            • JMS MDB Listener form – Completing the JMS Properties tab
            • More about JMS MDB Listener data instances
          • About JMS Producer Model data instances
            • JMS Producer Model data instances – Completing the New or Save As form
            • JMS Producer Model form – Completing the Model tab
          • About JMS Transport data instances
            • JMS Transport data instances – Completing the New or Save As form
            • JMS Transport form – Completing the JMS tab
            • JMS Transport form – Completing the Request tab
          • About JNDI Server data instances
            • JNDI Server data instances – Completing the New or Save As form
            • JNDI Server form – Completing the Environment tab
            • JNDI Server form – Completing the Custom Properties tab
            • More about JNDI Server data instances
          • About MQ Listener data instances
            • MQ Listeners – Completing the New or Save As form
            • MQ Listener form – Completing the Listener Properties tab
            • MQ Listener form - Completing the Properties tab
            • More about MQ Listener data instances
          • About MQ Server data instances
            • MQ Servers – Completing the New or Save As form
            • MQ Server form – Completing the Environment tab
          • Service Request Processor data instances
            • Service Request Processor – Completing the New or Save As form
            • Service Request Processor form – Queuing Options tab
            • Service Request Processor form – Dequeuing Options tab
          • About Service Package data instances
            • Creating a service package
            • Service Package form – Completing the Context tab
            • Service Package form – Completing the Pooling tab
            • More about Service Package data instances
        • Integration-Services category
          • About Service BPEL rules
            • Service BPEL rules - Completing the Create, Save As, or Specialization form
            • Service BPEL form - Completing the Methods tab
            • Service BPEL form - Completing the Deployment Tab
            • More about Service BPEL rules
          • About Service COM rules
            • Service COM rules - Completing the Create, Save As, or Specialization form
            • Service COM form - Completing the Service tab
            • Service COM form - Completing the Parameters tab
            • Service COM form - Completing the Exceptions tab
            • More about Service COM rules
          • Service dotNet rules
            • Service dotNet rules - Completing the Create, Save As, or Specialization form
            • Service dotNet form - Completing the Service tab
            • Service dotNet form - Completing the Request tab
            • Service dotNet form - Completing the Response tab
            • Service dotNet form - Completing the Faults tab
            • Service dotNet form - Completing the XML Page tab
            • More about Service dotNet rules
            • How to unit test a Service dotNet rule
          • About Service EJB rules
            • Service EJB rules - Completing the New or Save As form
            • Service EJB form - Completing the Service tab
            • Service EJB form - Completing the Parameters tab
            • Service EJB form - Completing the Exceptions tab
            • More about Service EJB rules
            • How to unit test a Service EJB rule
          • Service File rules
            • Service File rules - Completing the Create, Save As, or Specialization form
            • Service File form - Completing the Service tab
            • Service File form - Completing the Method tab
            • Service File form - Completing the Request tab
            • More about Service File rules
            • How to unit test a Service File rule
          • Service HTTP rules
            • Service HTTP rules - Completing the Create, Save As, or Specialization form
            • Service HTTP form - Completing the Service tab
            • Service HTTP form - Completing the Request tab
            • Service HTTP form - Completing the Response tab
            • More about Service HTTP rules
          • Service Java rules
            • Service Java rules - Completing the Create, Save As, or Specialization form
            • Service Java form - Completing the Service tab
            • Service Java form - Completing the Parameters tab
            • Service Java form - Completing the Exceptions tab
            • More about Service Java rules
          • Service JMS rules
            • Service JMS rules - Completing the Create, Save As, or Specialization form
            • Service JMS form - Completing the Service tab
            • Service JMS form - Completing the Request tab
            • Service JMS form - Completing the Response tab
            • More about Service JMS rules
            • How to unit test a Service JMS rule
          • Service JSR94 rules
            • Service JSR94 rules - Completing the Create, Save As, or Specialization form
            • Service JSR94 form - Completing the Service tab
            • Service JSR94 form - Completing the Request tab
            • Service JSR94 form - Completing the Response tab
            • Service JSR94 form - Completing the Exceptions tab
            • More about Service JSR94 rules
            • How to unit test a Service JSR 94 rule
          • Service MQ rules
            • Service MQ rules - Completing the Create, Save As, or Specialization form
            • Service MQ form - Completing the Service tab
            • Service MQ form - Completing the Request tab
            • Service MQ form - Completing the Response tab
            • More about Service MQ rules
            • How to unit test a Service MQ rule
          • Service Portlet rules
            • Service Portlet rules - Completing the Create, Save As, or Specialization form
            • Service Portlet form - Completing the Portlet tab
            • Service Portlet form - Completing the Portlet 2.0 JSR-286 tab
            • More about Service Portlet rules
          • Service REST rules
            • Creating a REST service
            • Service REST form - Completing the Service tab
            • Service REST form - Completing the Methods tab
            • OpenAPI tab
            • More about Service REST rules
            • Endpoint configuration upgrade
              • Upgrading REST connectors with URLs not sourced from a Global Resource Setting
              • Upgrading REST connectors sourced from a Global Resource Setting
              • Upgrading REST connectors with URLs that only contain parameters
            • Distinct URI specification for service REST rules
              • URI template component requirements
            • Service REST monitoring
              • Configuring Service REST rule monitoring
              • Viewing Service REST monitoring results
              • Immediately purging Service REST invocation history
              • Automatically purging invocation history
          • Service SAP rules
            • Service SAP rules - Completing the Create, Save As, or Specialization form
            • Service SAP form - Completing the Service tab
            • Service SAP form — Completing the Request tab
            • Service SAP form - Completing the Response tab
            • Service SAP form - Completing the Faults tab
            • Service SAP form - Completing the XML Page tab
            • Service SAP form - Completing the Advanced tab
            • Service SAP form - Working with the Test Cases tab
            • More about Service SAP rules
            • How to Unit Test a Service SAP Rule
          • Service SAPJCo rules
            • Service SAPJCo rules - Completing the Create, Save As, or Specialization form
            • Service SAPJCo form - Completing the Service tab
            • Service SAPJCo form - Completing the Parameters tab
            • Service SAPJCo form - Completing the Exceptions tab
            • More about Service SAPJCo rules
          • Service SOAP rules
            • Service SOAP rules - Completing the Create, Save As, or Specialization form
            • Service SOAP form - Completing the Service tab
            • Service SOAP form — Completing the Request tab
            • Service SOAP form - Completing the Response tab
            • Service SOAP form - Completing the Faults tab
            • Service SOAP form - Completing the XML Page tab
            • Service SOAP form - Completing the Advanced tab
            • Service SOAP form - Working with the Test Cases tab
            • More about Service SOAP rules
          • About Service Type data instances
            • Service Type data instances – Completing the Save As form
            • Service Type form - Completing the Deployment tab
            • Service Type form - Completing the Listener tab
          • How to call through Java-based services
          • How to provide test data when unit testing service rules
        • About Class Generator data instances
        • About Connect Generator data instances
        • About Metadata Converter data instances
          • Metadata Converter – Completing the New or Save As form
          • Metadata Converter form - Completing the Definition tab
        • Endpoint security for CORS policies
        • Cross Origin Resource Sharing (CORS)
          • Cross Origin Resource Sharing - Completing the Create or Save As form
        • About Registry Java Property Transform data instances
          • Registry Java Property Transform data instances - Completing the Save As form
          • Registry Java Property Transform form – Completing the Entry tab
        • Kafka data instances
          • Creating a Kafka configuration instance
        • SMS accounts
          • Creating an SMS account
      • Configuring dynamic references to external systems by using the Global Resource Settings feature
        • Fields that support the Global Resource Settings syntax
    • Styling your application
      • CSS helper classes
        • Adjusting layout styling by using CSS helper classes
        • Adjusting cell styling by using CSS helper classes
        • Reviewing CSS helper class definitions
        • Adding CSS helper classes
      • Skins, Interfaces, & Templates landing page
      • Skin rules
        • Skin rules
        • Creating a skin
          • Skin rules - Completing the Create or Save As form
        • Accessing a skin
        • Specifying a skin for your application
          • Specifying a skin for your application
        • Excluding unused components from the CSS file
        • Overriding disabled inherited screen layout formats
        • Finding all sections that use a specific format
        • Component styles (custom style formats)
          • General
            • Skin form — Components tab — General — Action area
            • Skin form — Components tab — General — Action area
            • Skin form — Components tab — General — Button area
            • Skin form — Components tab — General — Custom styles
            • Skin form — Components tab — General — Errors
            • Skin form — Components tab — General — Errors
            • Skin form — Components tab — General — Errors
            • Skin form — Components tab — General — Modal dialogs
              • Creating a custom modal dialog format
              • Applying a custom modal dialog format
            • Skin form — Components tab — General — Modal dialogs
            • Skin form — Components tab — General — Modal dialogs
            • Skin form — Components tab — General — Overlays
              • Creating a custom overlay format
              • Applying a custom overlay format
            • Skin form — Components tab — General — Page
            • Skin form — Components tab — General — Panel Set
            • Skin form — Components tab — General — Panel Set
            • Skin form — Components tab — Layouts — Screen layouts
            • Skin form — Components tab — General — Wizard
            • Skin form — Components tab — General — Wizards
          • Layouts
            • Skin form — Components tab — Layouts — Accordions — Header tab
            • Skin form — Components tab — Layouts — Accordions — Body tab
            • Skin form — Components tab — Layouts — Containers
              • Creating a custom container format
              • Applying a custom container format
            • Skin form — Components tab — Layouts — Containers
            • Skin form — Components tab — Layouts — Containers
            • Skin form: column layouts
            • Skin form — Components tab — Layouts — Dynamic layouts
              • Creating a custom dynamic layout format
            • Skin form — Components tab — Layouts — Layout Groups
              • Creating a custom layout group format
            • Skin form — Components tab — Repeat-row/columns
              • Creating a custom Row or Column Repeat format
              • Applying a custom Row or Column Repeat format
            • Skin form — Components tab — Repeat-row/columns
            • Skin form — Components tab — Layouts — Tabs
              • Creating a custom tab format
              • Applying a custom tab format
            • Skin form — Components tab — Layouts — Tabs
            • Skin form — Components tab — Layouts — Trees and tables - General tab
              • Creating custom table and tree table formats
            • Skin form — Components tab — Layouts — Trees and tables - Rows tab
            • Skin form — Components tab — Layouts — Trees and tables - General tab
            • Skin form — Components tab — Layouts — Trees and tables — Borders tab
              • Creating a custom grid format
              • Applying a custom grid format
            • Skin form — Components tab — Layouts — Trees and tables - Behaviors tab
            • Skin form — Components tab — Layouts — Trees and tables - Actions Layout tab
            • Skin form — Components tab — Layouts — Legacy layouts
          • Controls
            • Skin form — Components tab — Controls — Autocomplete
            • Skin form — Components tab — Controls — Autocomplete
            • Skin form — Components tab — Controls — Buttons
              • Creating a custom button format
              • Applying a custom button format
            • Skin form — Components tab — Controls — Charts
            • Skin form — Components tab — Controls — Check boxes
              • Creating a custom check box format
              • Applying a custom check box format
            • Skin form — Components tab — Controls — Dropdowns
              • Creating a custom dropdown format
              • Applying a custom dropdown format
            • Skin form — Components tab — Controls — Labels
              • Creating a custom label format
              • Applying a custom label format
            • Skin form — Components tab — Controls — Links
              • Creating a custom link format
              • Applying a custom link format
            • Skin form — Components tab — Controls — Menus
              • Creating a custom menu format
              • Applying a custom menu format
            • Skin form — Components tab — Controls — Menus
            • Skin form — Components tab — Controls — Menus
            • Skin form — Components tab — Controls — Radio buttons
              • Creating a custom radio button format
              • Applying a custom radio button format
            • Skin form — Components tab — Controls — Rich Text Editor
              • Creating a custom rich text editor format
              • Applying a custom rich text editor format
            • Skin form — Controls — Tooltip
            • Skin form — Components tab — Controls — Smart tip and Smart info
            • Skin form — Components tab — Controls — Smart tip and Smart info
              • Creating a custom smart tip and smart info format
              • Applying a custom smart tip and smart info format
            • Skin form — Components tab — Controls — Smart tip and Smart info
            • Skin form — Components tab — Controls — Split/menu button
            • Skin form — Components tab — Controls — Split/menu button
            • Skin form — Components tab — Controls — Text inputs & Formatted text
              • Creating a custom text input and formatted text format
              • Applying a custom text input and formatted text format
            • Skin form — Components tab — Controls — Multi Select
          • Reports
            • Skin form — Components tab — Reports — Column filter
            • Skin form — Components tab — Reports — Column Filter
            • Skin form — Components tab — Reports — List view
            • Skin form — Components tab — Reports — List view
            • Skin form — Components tab — Reports — Paging bar
        • About mixins
          • Defining a new mixin
          • Modifying an existing mixin
          • Skin rules - Renaming a mixin
          • Deleting a mixin
          • Determining where a mixin is referenced
          • Mixins tab of the Skin rules form
            • Skin rules - Renaming a mixin
            • Color Picker
        • Included styles
          • Skin form - Included Styles tab
        • Creating a custom style
        • Skin inheritance
          • Creating a new dependent skin
          • Adding a parent skin
          • Overriding an inherited format
          • Reverting an inherited format
          • Viewing the skin inheritance stack
          • Inheritance
        • Icon fonts
          • Adding the icon font set
          • Adding an icon to a control
          • Previewing and selecting predefined icons with the icon class picker
          • Reviewing available icons
        • Upgrading a pre-7.1 skin
        • Base Settings
          • Overall font
          • Base tag heading styles
          • Background
          • Layout
        • More about Skin rules
    • Forms and fields
      • Design templates
        • Sections
          • Sections - Completing the Create or Save As form
            • Creating a section based on a design template
            • Adding an action to an included section
            • Converting sections to full section editor
            • Harness and section forms - Adding a section
            • Displaying a list of recent items in your application
              • Customizing the list of recent items in your application
                • Customizing the content of the list of recent items
                • Modifying the number of items in the recent items list
                • Changing the style of the recent items list
                  • Selecting another grid style from the skin
                  • Modifying the existing grid style in the skin
                  • Defining and applying an additional grid format
                • Customizing the data and label that are displayed on the recent items list
              • Disabling the list of recent items
          • Section form - Completing the Design tab
          • Settings tab of the Section form
          • Section form - Completing the Parameters tab
          • Section form - Completing the Pages & Classes tab
          • Section form - Completing the HTML tab
          • Adding a record editor section
          • Dynamic container
            • Adding a dynamic container
          • AJAX containers
            • Adding an AJAX container
          • More about Sections
          • About HTML Fragment rules
            • HTML Fragment rules - Completing the New or Save As form
            • HTML Fragment form - Completing the HTML tab
            • HTML Fragment form - Completing the Pages & Classes tab
            • More about HTML Fragment rules
          • About HTML rules
            • HTML rules -
            • HTML form - Completing the HTML tab
            • HTML form - Completing the Pages & Classes tab
            • More about HTML rules
          • How to unit test a section with the Run Rule feature
        • Layouts
          • Working with dynamic layouts
          • Configuration options for layouts
          • Creating a dynamic layout
            • Modifying the presentation options of the dynamic layout
          • Layout Groups
            • Creating a layout group
            • Modifying the presentation options of the Layout group
            • Creating a templated region based on a layout group
            • Adding a when rule to a layout group
          • Creating a columns layout
            • Modifying the presentation options of the Columns layout
          • Creating a repeating dynamic layout
            • Repeating dynamic layout - Operations tab
            • Configuring drag-and-drop functionality for list items
            • Configuring swipe actions for a mobile app
          • Creating a dynamic layout group
          • Creating a table layout
            • Table layout - Presentation tab
            • Table layout - Operations tab
            • Configuring drag-and-drop functionality for tables
            • Enabling table personalization
            • Configuring the table toolbar
              • Enabling grouping by fields
              • Enabling the table columns visibility toggle
              • Enabling row height adjustment for a table
              • Enabling the refresh view button for a table
              • Adding custom actions to the table toolbar
          • Creating a hierarchical table layout
          • Creating a navigational tree layout
          • Creating an External web component
            • Harness and Section forms - Configuring an External web component section
        • Controls
          • Standard controls
            • Specifying visibility and privilege options for a control
            • Adding actions to a control
            • Copying, moving, or deleting a control
            • Button controls
              • Styling options for Button controls
              • Adding and configuring a Button control
                • Adding a Button control to a layout
                • Adding a Button control to a harness
                • Specifying the caption for a Button control
                • Specifying the image source and tooltip for a Button control
                • Specifying presentation options for a Button control
            • Date time (calendar) control
              • Understanding the Date, TimeofDay, and DateTime property types
              • Evaluation of symbolic dates
              • Java date pattern
              • Adding a Date time control to a layout
                • Configuring the basic settings for a Date time control - a date or time
                  • Specifying read-only and edit options for a Date time control
                  • Selecting the date and time format and display mode
                  • Selecting spinners or drop-down fields for navigation
                  • Restricting the years displayed
                  • Setting intervals of minutes
                  • Displaying week numbers in calendar widgets
                  • Disabling the selection of weekend days
                  • Specifying presentation options for a Date time control
                  • Specifying a time zone for a Date time control
                • Configuring the basic settings for a Date time control - date range
                  • Configuring presentation options for a date range calendar control
            • Adding and configuring an Advanced data visualization control
              • Adding an Advanced data visualization control
              • Specifying the data source for an Advanced data visualization control
              • Specifying the visual properties of an Advanced data visualization control
            • Image controls
              • Adding and configuring an Image control
                • Adding an Image control to a layout
                • Specifying the icon source and tooltip for an Icon control
                • Specifying presentation options for an Icon control
                • Standard icons
            • Link controls
              • Styling options for Link controls
              • Adding and configuring a Link control
                • Adding a Link control to a layout
                • Specifying the caption for a Link control
                • Specifying the image source and tooltip for a Link control
                • Specifying presentation options for a Link control
            • Multi-select list controls
              • Adding and configuring a Multi-select list control
                • Adding a Multi-select list control
                • Selecting the property for a Multi-select list control
                • Specifying the list source for a Multi-select list control
                • Specifying presentation options for a Multi-select list control
            • Rich text editor controls
              • Adding and configuring a Rich text editor control
                • Adding a Rich text editor control
                • Selecting the property for a Rich text editor control
                • Specifying presentation options for a Rich text editor control
              • Skin formats for Rich text editor controls
                • Creating a new Rich text editor format
                • Applying a custom rich text editor format
            • Timeline controls
              • Adding and configuring a Timeline control
                • Adding a Timeline control
                • Specifying the data source for a Timeline control
                • Specifying the date range for a Timeline control
                • Specifying presentation options for a Timeline control
              • Creating a custom Timeline control
          • Advanced controls
            • Selecting the property reference for a control
            • Specifying presentation options for a control
            • Adding an Address Map control
              • Using an Address Map control
              • Troubleshooting Show User Location feature in browsers
            • Enabling attaching files to an application
              • Configuring file size options for the Attach content control
              • Customizing how the Attach content control is displayed
            • Adding an Autocomplete control
              • Autocomplete Properties — General tab
              • Autocomplete Properties – Presentation tab
              • Source of autocomplete field values
            • Adding a chart
              • Chart control - Axis tab for a line chart
              • Chart control - Axis tab for an area chart
              • Chart control - Axis tab for a bar chart
              • Chart control - Axis tab for a column chart
              • Chart control - Needle tab for a gauge chart
              • Chart control - Wedges tab for a pie chart
            • Adding a Checkbox control
            • Adding a Currency control
              • Purpose-Specific Control— General tab
              • Currency Properties – Presentation tab
              • Using the Currency Control
            • Adding a Data Field for a composite application
            • Adding a Drop-down control
              • Dropdown control Properties — General tab
              • Dropdown control Properties — Presentation tab
            • Adding a Text control
              • Configuration options for the Text control
            • Adding an Integer Control
              • Integer Properties — Presentation tab
            • Adding the Map control
              • Obtaining the Google API key
              • Configuring a dynamic system setting for the Map control
              • Configuring a Map control
              • Map control properties
            • Configuring a text label in a layout cell or header
            • Displaying location as static map image
              • Displaying location as static map image
            • Adding paragraphs to place rich text in a layout cell or header
            • Adding a Purpose-Specific control
            • Adding a Radio Button control
              • Radio Buttons control Properties — General tab
              • Radio Buttons control Properties — Presentation tab
              • Radio Button Properties - Behavior tab
            • Adding a Signature capture control
              • Customizing a Signature capture control
            • Adding a Tooltip
              • Tooltip Properties — Presentation tab
            • Adding a Text area control
              • Text area control - General tab
              • Text area control - Presentation tab
            • Adding a Text input control
              • Text input control - General tab
              • Text input control - Presentation tab
            • Adding a video to a section
          • Creating a custom control
            • Custom controls
            • Selecting a control mode (editable, read-only)
            • Selecting a UI element and property
            • Setting size and appearance options
            • Formatting control text
            • Adding a custom control to the design palette
          • Control form - Completing the Control tab
          • Control form - Completing the HTML tab
            • Using the Accessibility report
          • Control form - Completing the Pages & Classes tab
          • Control form - Actions tab
            • Creating an action set
            • Available actions and conditions
          • More about Controls
          • About Navigation rules
            • Hierarchy rules
            • Navigation rules -
            • Navigation form - Completing the Editor tab
            • Navigation form - Completing the Pages & Classes tab
            • Navigation rule — Completing the Node Details Action tab
        • Modal dialog box
          • Configuring a modal dialog box for a button
          • Configuring a modal dialog box for a grid layout
          • Modal dialog box templates
          • Creating custom modal dialog box templates
        • Design templates for sections
      • Dynamic views
        • Configuring a dynamic view
      • Building a form for a case type
        • Reusing a field on a form
          • Restrictions on field and form reuse
        • Reusing a form
        • Adding a single-value field to a form
          • Configuring a user reference on a form
        • Adding a field group to a form
        • Adding a field group to your data model
        • Adding a field group list to your data model
        • Adding a data reference to a form
          • Configuring a data reference on a form
        • Adding a field group list to a form
      • Validating input in forms
      • Restricting user input in a field
        • Adding choices to a picklist
        • Converting plain text to rich text
        • Securing an attachment field
        • Calculating the value of a field
      • Supported display modes by field type
      • Enabling spell checking in user forms
      • Legacy forms
    • Offline capability
      • Offline configuration page
        • Opening the Mobile Offline configuration page
      • Enabling access group data prepackaging during build
      • Offline packaging optimization during synchronization
      • Server-side postprocessing in offline mode
      • Configuring offline support for a mobile app
        • Enabling offline support for access groups
        • Offline capability for case types
        • Guidelines for creating an offline-enabled application
        • Guidelines for building the user interface for offline mode
        • Offline-enabled mobile apps and Pega Infinity Mobile Client
      • Flow processing in offline mode
        • Screen flows in offline mode
        • Enabling offline support for an optional process
          • Creating a section with an Add work button
          • Configuring the RunScript action on the button
          • Creating a section which lists the optional processes
      • Requirements for surveys in offline mode
      • Supported controls when working offline
      • Attach content support in offline mode
        • Configuring maximum offline attachment size
      • Supported actions when working offline
      • Offline (OSCO) mode breakout API
      • When rule support in offline mode
      • Decision table support in offline mode
      • Validate rule support in offline mode
        • Adding validate rules to a whitelist for offline use
        • Offline validation API
      • Function rule support in offline mode
        • How to use a function rule in offline mode
        • Offline function rule API
        • How to call a JavaScript function directly
        • Finding a function list for a utility library
      • Data transform support in offline mode
        • Adding data transform rules to a whitelist for offline use
        • Offline data transform API
      • Packaging a signature after the work object is resolved
      • Error and warning handling in offline mode
        • Error and warning handling API in offline mode
      • Data synchronization JavaScript API
      • callActivity action as an extension
    • Pega Mobile
      • Pega Mobile and mobile clients
      • Configuring a mobile app
        • Mobile app
        • Navigating to the mobile channel
        • Configuring security options
          • Selecting an authentication service
          • Configuring direct authentication against an external OIDC server for Pega Infinity Mobile Client
            • Custom parameters for direct authentication against an external OIDC server
          • Configuring user authentication with OAuth 2.0 tokens and ROPC flow for Pega Mobile Client-based mobile apps
            • Defining custom authentication parameters for mobile apps
              • Custom parameters for OAuth 2.0 ROPC authentication for mobile apps
            • Creating dynamic system settings for OAuth 2.0 ROPC authentication for mobile apps
              • Dynamic system settings for OAuth 2.0 ROPC authentication for mobile apps
            • Creating a custom authentication service for OAuth 2.0 ROPC authentication for mobile apps
            • Creating a keystore for OAuth 2.0 ROPC authentication for mobile apps
            • Configuring a service package for OAuth 2.0 ROPC authentication for mobile apps
            • Creating operator ID instances for OAuth 2.0 ROPC authentication for mobile apps
          • Configuring additional mobile app security for Pega Infinity Mobile Client
          • Configuring additional mobile app security for Pega Mobile Client
        • Mobile app branding and layout
          • Configuring mobile app layout
            • Configuring a layout for the reuse of a web portal
            • Configuring a layout with advanced mobile features
            • Advanced layout options
            • Configuring the bottom bar
            • Enhancing a mobile app with the native header
              • Enabling the native header in a mobile app
              • Configuring a harness for the native header
              • Configuring the template for the native header
            • Customizing fonts for the native mobile app components
              • Converting the icons font for imported applications
          • Customizing the paused Android app notification
          • Preparing custom branding assets
          • Uploading branding assets and custom modules
          • Contents of the branding assets package
        • Configuring search in mobile apps
          • Native search capability in mobile apps
          • Configuring categories for mobile search
          • Configuring a search action in a mobile app
        • Building mobile apps
          • Building an Android app
          • Building an iOS app
            • Configuring a Today widget on iOS
          • Exporting an unsigned iOS app
          • Android certificate set
            • Opening a certificate set
            • Creating an Android certificate set
            • Uploading a signing certificate
            • Selecting an Android certificate set
          • iOS certificate set
            • Opening an existing iOS certificate set
            • Creating an iOS certificate set
            • Creating an unsigned iOS certificate set
            • Uploading a provisioning profile
            • Uploading a signing certificate
            • Uploading a push notifications certificate
            • Uploading a widget provisioning profile
            • Selecting an iOS certificate set
            • Expiration of iOS certificates
          • Mobile certificates page
          • Setting up push notifications in mobile apps
            • Adding the push notifications shape to a workflow
            • Enabling push notifications
            • Requirements for replying to a push notification from Pulse
          • Configuring push notifications on Android
            • Push notifications in a mobile app for Android
          • Configuring push notifications on iOS
            • Push notifications in a mobile app for iOS
          • Auto-incrementing app version
          • Setting the app build version
          • Selecting a specific client version
          • Setting up an alternative host
        • Distributing mobile apps
          • Adding a banner for mobile app download
          • Downloading a mobile app in a binary file
          • Publishing the QR code
        • Advanced features
          • Custom modules
            • Preparing custom modules for upload
          • Transition effects on actions
            • Specifying a transition effect for an action
            • Specifying a transition effect for an action manually
          • Touch ID support
          • Utilizing SnapStart module outside of the Pega Mobile SDK
        • Troubleshooting
          • Client Clipboard
            • Enabling the Client Clipboard and setting debugging options
          • Troubleshooting an iOS mobile app
          • System info pages
            • Enabling system info pages
            • Requesting technical support
            • Viewing system info settings
            • Simulating offline capability
            • Viewing logs for mobile apps
            • Changing the log level
            • Viewing local storage
            • Clearing local storage
            • Viewing actions in the sync queue
            • Clearing actions in the sync queue
          • Device logs
            • Retrieving device logs
            • Viewing device logs
      • Configuring application package-based mobile app
        • Pega Mobile SDK
        • Setting up application package options for Android
        • Setting up application package options for iOS
          • Uploading binary files for an iOS application package
        • Uploading an icon for an application package
      • Push notifications from app administrators
        • Accessing the push notifications console
        • Testing push notifications
        • Sending push notifications
        • Reviewing push notification history
      • Tracking mobile users with the Map control
        • Configuring the Map control to display user tracks
      • Pega Mobile Express and Pega Mobile Preview
        • Accessing a single mobile channel in Pega Mobile Express
        • Accessing multiple mobile channels in Pega Mobile Preview
    • Editing with Live UI
      • Editing dynamic layouts with Live UI
      • About the Live UI tool
    • Localizing an application
      • Internationalization and localization
      • Localization wizard
      • Preparing your application for translation
        • Localized properties
        • Localized rule types
      • Creating a translation package
        • Selecting languages
        • Selecting application rulesets
        • Enabling records
        • Downloading the translation package
      • Preparing a translation package for a translator
      • Importing translations
        • Selecting the translation package and rulesets
        • Importing the translation file
      • Testing the translation package
        • Checking the translated values in the application
        • Localizing forms by using the Localization inspector
    • Accessibility and Pega Platform
      • Enabling accessibility
        • Adding WAI-ARIA roles to a Dynamic Layout
        • Adding a main content link to a dynamic layout
      • Understanding accessibility
      • Accessibility features
        • Page load status
      • WAI-ARIA Roles
      • WAI-ARIA roles in a screen layout
      • Accessibility Inspector
    • HTML5 Application Readiness landing page
    • Optimizing application load time
      • Rerunning a preflight optimization
      • Checking results and JavaScript file dependencies
      • Improve application loading time with preflight optimization
    • Supporting rules
      • UI Gallery landing page
      • Notification channels landing page
      • About Binary File rules
        • Binary File rules - Completing the Create, Save As, or Specialization form
        • Binary File rules - Completing the Main tab
        • More about Binary File rules
      • About Broadcast data instances
        • Broadcast data instances - Completing the New or Save As form
        • Broadcast form - Completing the Message tab
      • About Calendar data instances
        • Calendars – Completing the Create New or Save As form
        • Calendar form – Completing the Schedule tab
        • More about Calendar data instances
      • About Image Content data instances
        • Image Library landing page
        • Image Content form - Completing the New or Save As form
        • Image Content data instances - Completing the Main tab
        • More about Image Content data instances
      • About SpellChecker Properties data instances
        • Initial Spellchecker Properties data instances (Data-SpellChecker-Properties)
        • Spellchecker Property data instances - Completing the New or Save As form
        • Spellchecker Properties form – Completing the Dictionaries tab
        • Spellchecker Properties form - Completing the Properties tab
        • More about Spellchecker Properties data instances
      • About Static Content Bundle rules
        • Static Content Bundle rules - Completing the New or Save As form
        • Static Content Bundle rules - Completing the Definition tab
        • More about Static Content Bundle rules
        • HTTP compression and timeout settings
      • Stream processing of JSP tags
        • JavaServer Pages tags
          • Introducing JavaServer Page tags
          • acDataSource JavaServer Page tag
          • assert JavaServer Page tag
          • autoComplete JavaServer Page tag
          • binaryfile JavaServer Page tag
          • Converting from directives to JavaServer Page tags
          • JSP tag — chart
          • choose JavaServer Page tag
          • contentURL JavaServer Page tag
          • dataGrid JavaServer Page tag
          • dsField JavaServer Page tag
          • dsFields JavaServer Page tag
          • file JavaServer Page tag
          • forEach JavaServer Page tag
          • include JavaServer Page tag
          • listView JavaServer Pages tag
          • lookup JavaServer Page tag — lookup
          • onlyonce JavaServer Page tag
          • p:r JavaServer Page tag
          • reference JavaServer Page tag
          • save JavaServer Page tag
          • static JavaServer Page tag
          • URL JavaServer Page tag
          • when JavaServer Page tag
          • withEmbedded JavaServer Page tag
          • withPage JavaServer Page tag
          • withReference JavaServer Page tag
          • withTarget JavaServer Page tag
          • More about JavaServer Page tags
        • Reference properties indirectly in JSP tags
        • Converting from directives to JavaServer Pages tags
      • Text File rules
        • Text File rules - Completing the Create, Save As, or Specialization form
        • Text File rules - Completing the Main tab
        • Text File rules - JavaScript and CSS validation
        • More about Text File rules
    • Security
      • Preparing your application for secure deployment
        • Security guidelines for test environments
      • Authentication
        • Creating an authentication service
          • Authentication services
          • Configuring a basic authentication service
            • Mapping operator information for a basic authentication service
            • Specifying preauthentication and postauthentication activities for a basic authentication service
            • Requiring reauthentication for new and expired sessions for a basic authentication service
            • Configuring operator provisioning for a basic authentication service
            • Enforcing policies from the Security Policies landing page
            • Activating your basic authentication service
          • Configuring a SAML SSO authentication service
            • Configuring the identity provider for a SAML SSO authentication service
            • Mapping operator information for a SAML SSO authentication service
            • Specifying preauthentication and postauthentication activities for a SAML SSO authentication service
            • Requiring reauthentication for new and expired sessions for a SAML SSO authentication service
            • Configuring operator provisioning for a SAML SSO authentication service
            • Overriding the service provider settings for a SAML SSO authentication service
            • Enforcing policies from the Security Policies landing page
            • Activating your SAML SSO authentication service
          • Configuring a custom or Kerberos authentication service
            • Specifying the binding parameters for a custom authentication service
            • Identifying the operator for custom authentication services
            • Specifying the binding parameters for a Kerberos authentication service
            • Identifying the operator for Kerberos authentication services
            • Configuring the challenge behavior for custom or Kerberos authentication services
            • Configuring the time-out behavior for custom or Kerberos authentication services
            • Mapping additional operator information for custom or Kerberos authentication services
          • Configuring an OpenID Connect SSO authentication service
            • Configuring the identity provider for an OpenID Connect SSO authentication service
              • Configuring the identity provider for an OpenID Connect SSO authentication service – Advanced Configuration
            • Mapping operator information for an OpenID Connect SSO authentication service
            • Specifying preauthentication and postauthentication activities for an OpenID Connect SSO authentication service
            • Requiring reauthentication for new and expired sessions for an OpenID Connect SSO authentication service
            • Configuring operator provisioning for an OpenID Connect SSO authentication service
            • Enforcing policies from the Security Policies landing page
            • Activating your OpenID Connect SSO authentication service
          • Configuring an anonymous authentication service
            • Configuring the anonymous operator for an anonymous authentication service
            • Specifying preauthentication and postauthentication activities for an anonymous authentication service
            • Mapping operator information for an anonymous authentication service
            • Activating your anonymous authentication service
            • Configuring an application to use an anonymous authentication service
          • Configuring a token credentials authentication service
            • Mapping operator information for a token credentials authentication service
            • Specifying preauthentication and postauthentication activities for a token credentials authentication service
            • Requiring reauthentication for new and expired sessions for a token credentials authentication service
            • Activating your token credentials authentication service
          • More about authentication services
            • Testing an authentication service
            • Authentication services and rule availability
            • Authentication services and security policies
            • Application URL patterns for various authentication service types
        • Configuring login and disablement policies
          • Managing security policies
            • Security policies settings
            • Security policies
          • Enabling and disabling operators
            • Viewing locked and disabled operators
            • Disabling an operator
            • Enabling operators
            • Unlocking an operator
            • Deleting an operator
        • Controlling access to and from external applications
          • Creating an authentication profile
            • Authentication profiles
            • Configuring a Basic authentication profile
            • Configuring an NTLM authentication profile
            • Configuring an OAuth 1.0a authentication profile
            • Configuring an OAuth 2.0 authentication profile
            • Configuring an Amazon Web Services authentication profile
            • Configuring a Microsoft Azure authentication profile
          • Setting up an OAuth 2.0 client registration
            • OAuth 2.0 client registrations
            • Creating and configuring an OAuth 2.0 client registration
          • Setting up an OAuth 2.0 provider
            • OAuth 2.0 providers
            • Creating and configuring an OAuth 2.0 provider data instance
          • Setting up an OAuth 1.0 client
            • OAuth 1.0 clients
            • Creating and configuring an OAuth 1.0 client
          • Creating a WS-Security profile data instance
            • Web Service Security profile
            • Defining outbound SOAP messages for WS-Security profile data instances
            • Defining inbound SOAP messages for WS-Security profile data instances
            • Defining keystores for WS-Security profile data instances
          • Creating a web service policy data instance
            • Web service policy data instances
          • Creating an identity mapping data instance
            • Identity mapping
          • Securing your application for mashup access
      • Authorization
        • Role-based access control
          • Operators
            • Creating an operator ID
            • Adding an operator by using the organizational chart
            • Defining operator contact information and application access
              • Fields for operator contact information and application access
            • Defining operator work groups, work queues, and schedules
              • Fields for operator work groups, work queues, and schedules
            • Defining security information for an operator
          • Access groups
            • Viewing access groups and operators
            • Creating an access group
            • Assigning work pools to an access group
              • Work pools and access groups
            • Granting portal access to an access group
            • Configuring case type access
              • Viewing authorizations for case type items in a single access group
              • Editing authorizations for case type items in a single access group
              • Viewing authorizations for case type items in all access groups
              • Viewing authorizations for case type flows and flow actions in a single access group
              • Editing authorizations for case type flows and flow actions in a single access group
              • Access Manager
            • Configuring tools access
              • Application tools
              • Viewing tools authorization for a single access group
              • Viewing tools authorizations in all access groups
              • Editing tools authorization for a single access group
            • Configuring advanced settings for access groups
              • Configuring security settings for an access group
              • Defining a run-time configuration for an access group
              • Defining advanced offline configuration for an access group
              • Defining a design-time configuration for an access group
            • Creating an application ID data instance
              • Application ID data instances
              • Application ID form – Completing the Security tab
            • Granting portal access to an access group
            • Updating access groups by submitting a request to an active instance
          • Access roles
            • Viewing access roles
            • Creating an access role by using the rule form
            • Creating an access role by using the access role dialog box
            • Adding a role to an access group
            • Configuring an access role
            • Standard access roles
            • Controlling role evaluation for access groups
            • Viewing operations available to access role assignees
            • Viewing activities available to access role assignees
            • Advanced settings for access roles
              • Access of Role to Object rules
                • Creating an Access of Role to Object rule
                  • Defining permissions by using Access of Role to Object rules
                  • Specifying privileges for an Access of Role to Object rule
                  • Defining access settings for an Access of Role to Object rule
                • Listing Access of Role to Object rules
                • Standard Access of Role to Object rules
              • Access Deny rules
                • Access Deny rules - Completing the New or Save As form
                • Access Deny form – Completing the Security tab
                • More About Access Deny rules
              • Access When rules
                • Access When rules – Completing the New or Save As form
                • Access When form — Completing the Conditions tab
                • Access When form — Advanced tab
                • Viewing generated Java code of Access When rules
              • Setting rules
                • Creating a setting
                • Configuring a setting
          • Privileges
            • Creating a privilege
            • Granting privileges to an access role
              • Standard privileges
              • Granting privileges by using Access Manager
              • Reviewing user privileges for a role by using Access Manager
              • Customizing the Access Manager privileges tab
            • Turning on privilege inheritance for access roles
              • Privilege inheritance for access roles
            • Requiring a privilege for a rule
            • Viewing the roles that have a privilege
            • Creating a property security rule
              • Property security rules
              • Configuring a property security rule
        • Attribute-based access control
          • Creating an access control policy
            • Access Control Policy rule
            • Masking property visibility for users
          • Creating an access control policy condition
            • Access Control Policy Condition rule
            • Security attributes markings
            • Storage of operator security attributes
            • One Of and All Of conditions
            • Access control policy condition performance
            • Hierarchical attributes
          • Reviewing access control policies
            • Verifying access control policies
          • Discovery features for access control policies
            • Customization of Discovery gadgets
            • Enabling discovery features for access control policies
            • Adding a Discovery gadget to a customized user interface
          • Enabling attribute-based access control
        • Client-based access control
          • Defining client-based access control rules
            • Creating a client-based access control rule
            • Configuring a client-based access control rule
            • Configuring client-based access control for a non-Pega data source
            • Specifying a client-based access control rule on an abstract class
      • Auditing
        • Rule and data change auditing
          • Enabling security auditing for a data class or rule type
          • Customizing the memo text for an audited rule
          • Auditing changes to aggregate properties
        • Security event configuration
          • Selecting a security event to monitor
          • Adding a custom security event
          • Displaying the Security Audit Log
          • Tracking login failures by using a report
        • Security alerts
      • Security assets and the environment
        • Searching for security vulnerabilities in rules
          • Rule Security Analyzer
          • Security guidelines for custom HTML
          • Regular Expression rules
            • Creating a Regular Expression rule
            • The Regular Expression tester tool
        • Encryption ciphers
          • Configuring the platform cipher
            • Viewing keystore usage history in the platform cipher
            • Forcing data key rotation in the platform cipher
            • Encrypting application data by using a custom key management service
            • Encrypting system data by using a custom key management service
          • Configuring a custom cipher
          • Encrypting the storage stream (BLOB)
            • Storage stream encryption of selected classes
        • Creating a keystore
          • Keystores
          • Importing an X.509 certificate
          • Configuring an Amazon Key Management Service (KMS) keystore
          • Configuring a Microsoft Azure Key Vault keystore
          • Configuring a HashiCorp Vault keystore
          • Configuring a Google Cloud KMS keystore
          • Configuring a keystore by uploading a file
          • Configuring a keystore by using a file reference
          • Configuring a keystore by using a URL reference
          • Configuring a keystore by using a data page reference
            • Creating a data page for a keystore
            • Creating a data page activity for a keystore
          • Changing the default keystore caching settings
        • Creating a token profile
          • Token profile data instance
          • Creating a JSON Web Token from a token profile
            • Configuring activities to generate a JSON Web Token
            • Previewing the JSON Web Token profile
          • Processing a JSON Web Token
            • Configuring an activity to process a JSON Web Token
        • Mitigating common security vulnerabilities
          • Enabling and configuring Cross-Site Request Forgery settings
            • Enabling cross-site request forgery support
          • Using HTTP response headers
            • Creating a custom application header
            • Testing a custom application header
          • Defining cross-origin resource sharing (CORS) policies
            • Creating a cross-origin resource sharing (CORS) policy
            • Mapping an endpoint to a cross-origin resource sharing (CORS) policy
          • Securing your application with a content security policy
            • Content security policies
            • Creating a content security policy
            • Configuring a content security policy
              • Allowing a website as an exception to a content security policy directive
          • Configuring the deserialization filter
            • Java deserialization
          • Configuring the Java injection check
    • Troubleshooting tools and techniques
      • Troubleshooting newly created rules
      • Troubleshooting long-lived clipboard pages
      • Finding the class of a rule
      • Application debugging using the Tracer tool
        • Tracer best practices
          • Duplicate trace error
        • Configuring trace conditions
          • Configuring Tracer settings
            • Tracer events to trace
            • Tracer event types to trace
            • Rulesets to trace
            • Reducing Tracer event output
            • Setting the number of lines to display in Tracer
            • Adjusting the buffer size of the Tracer header
              • Tracer event queue overflows
          • Sending Tracer output to a file
          • Setting breakpoints in the Tracer tool
          • Setting watch variables in the Tracer tool
          • Selecting a session to trace
        • Tracing and capturing events
        • Tracing services
          • Cluster-wide tracing of service rules
        • Viewing Tracer results in the Tracer window
          • Tracer results window
      • Clipboard tool
        • Using the Clipboard tool
        • Searching for properties or values on the clipboard
        • Adding a user page to the Clipboard
        • Measuring clipboard size
        • Indirect pages
      • Log files tool
        • Viewing logs
        • Downloading log files
        • Viewing log files in an external log viewer
        • Log categories
          • Log levels for log categories
          • Creating log categories
        • Renaming Pega logs
        • Rolling a log file
          • Log file appenders
        • Displaying node type in the log
      • My Alerts display
        • Parsing the alert log
        • Suppressing sensitive data in alerts
        • Summarizing the alert log
        • Alerts
        • Alert format
      • Rule resolution
        • Rule resolution exceptions
        • Ruleset list layers
        • Ruleset list usage during rule resolution
        • Using pattern inheritance for rule resolution
        • Viewing your application ruleset list
      • Viewing and resolving errors
      • Viewing in-progress and completed wizards
      • Viewing rule history
      • Viewing rule versions
      • Viewing the generated Java of a rule
      • Viewing the XML of a rule
      • Previewing rules
      • Creating connector simulators
      • The Regular Expression tester tool
      • The DateTime parse tester tool
      • About the bulk Revalidate and Save tool
        • Validation tool
        • Using the Revalidate and Save tool
      • Application Structure landing page
        • RuleSet Stack tab
        • RuleSet Prerequisites tab
        • Referencing Applications tab
        • Access Groups & Users tab
        • Other Applications tab
    • Rules development
      • Exploring the rules in your application
        • Finding rules by type
        • Finding rules by class
        • Finding rules by name
        • Finding rules by dependency
        • Finding rules by custom field
          • Selecting a rule in the Find Rules by Custom Field wizard
          • Find Rules by Custom Field Wizard - Step 2
          • Find Rules by Custom Field Wizard - Step 3
          • Find Rules by Custom Field Wizard - Step 4
        • Comparing rules by version
        • Comparing rules by system
          • Using the Rulebase Compare wizard — Step 1: Enter System Info
          • Using the Rulebase Compare wizard — Step 2: Select Instances
          • Using the Rulebase Compare wizard - Step 3: Display Summary
          • Using the Rulebase Compare wizard — Step 4: Display Report
        • Bookmarking a rule
        • Searching for a rule
        • Reporting on rules
          • Viewing the heat map
          • Viewing and running inventory reports
          • Reviewing exposed properties
      • Creating a rule
      • Organizing rules
        • Rulesets
          • About the Ruleset Maintenance wizard
            • RuleSet Maintenance wizard step 1
            • RuleSet Maintenance wizard step 2
            • RuleSet Maintenance wizard step 3
            • RuleSet Maintenance — Locked Rules
            • RuleSet Maintenance — Checked-Out Rules
          • Versions tab on the Ruleset form
          • Security tab on the Ruleset form
          • Category tab on the Ruleset form
        • Application Validation mode ruleset
        • Creating a ruleset and ruleset version
          • Creating a ruleset version
            • Create RuleSet Version form fields
          • Completing the Save As RuleSet form
          • Creating branch rulesets
        • Deleting a ruleset
        • Creating a class
          • Class hierarchy and inheritance
          • Class layers
          • Classes
            • General tab on the Class form
            • Locking tab on the Class form
            • Advanced tab on the Class form
            • External Mapping tab on the Class form
            • External classes
        • About the Delete a Class wizard
          • Using the Delete a Class wizard - Step 1: Select Class to Delete
          • Using the Delete a Class wizard - Step 2: Display Classes to Delete
          • Using the Delete a Class wizard - Step 3: Display Results
          • Using the Delete a Class wizard - Step 4: Display References
          • Using the Delete a Class wizard - Step 5: Display References
        • About the Rename a Class wizard
          • Using the Rename a Class wizard
          • Selecting a Class to Rename and RuleSets
          • Verifying classes
          • Identifying locked ruleset versions
          • Checking for checked-out rules
          • Reviewing the list of rules to change
          • Selecting additional rules to change
          • Reviewing the results
        • Deleting a rule
          • Restrictions on deleting rules
          • Recovering a deleted rule
      • Changing the scope of a rule
        • Moving rules
        • Setting rule status and availability
          • Troubleshooting final rules
          • Troubleshooting blocked rules
          • Extension points
        • Creating a specialized or circumstance rule
          • Creating a circumstance template
            • Circumstance templates
          • Creating a circumstance definition
            • Circumstance rule examples
            • Circumstance definitions
          • Creating a redirected rule
            • Redirected rule
          • Base rules
          • Finding rules by circumstance
          • Specializing a case type
        • Defining the input parameters of a rule
          • Prompting users for parameter values
        • Defining the pages and classes of a rule
          • Page names and reserved pages
        • Skim to create a higher version
        • Adding a custom field
      • Checking out a rule
        • Checking out a rule to a branch
        • Private checkout
          • Performing a private checkout
        • Standard rule checkout
        • Rule checkout notes
        • Rule checkout tips
        • Personal ruleset
        • Viewing your checkouts and accessing bulk actions
          • Deleting checkouts in bulk
          • Opening checkouts in bulk
      • Checking in a rule
        • Configuring the rule check-in approval process
          • Rule check-in process
        • Checking in files in bulk
      • Restoring the earlier state of a rule
        • Rule restoration
      • Branches and branch rulesets
        • Configuring an application to use branches and branch rulesets
          • Adding branches to your application
            • Creating branches
              • Rule development in branches
                • Developing branches with libraries and functions
            • Adding system branches
        • Branch operations
          • Setting branch development preferences
          • Viewing branch information
          • Reordering branches
          • Locking a branch
          • Packaging a branch
          • Removing a branch from an application
          • Deleting a branch from the system
          • Branch reviews
            • Creating a branch review
            • Modifying a branch review
            • Deleting a branch review
            • Closing a branch review
            • Reopening a branch review
            • Reviewing branches
          • Merging branches into target rulesets
            • Conflicts and warnings in the Merge Branches wizard
              • Conflicts in the Merge Branches wizard
              • Resolving conflicts in the Merge Branches wizard
              • Addressing warnings in the Merge Branches wizard
            • Merge branches customization
      • Continuous integration and delivery pipelines
        • Adding a branch from a repository
        • Publishing a branch to a repository
        • Rule rebasing
          • Adding a Pega repository
            • Enabling the Pega repository type
            • Enabling ruleset versions for Pega repositories for rebasing
          • Rebasing rules to obtain latest versions
      • Creating a toggle
        • Reviewing and editing toggles
  • Managing your system
    • Managing your system
    • Keeping Pega Platform current
      • Performing application validation after upgrades
        • Running the Update Existing Applications utility
        • Identifying rule conflicts
        • Identifying missing database tables
        • Revalidating rules after an upgrade
        • Upgrading cases and followers
        • Upgrading cloned tables after an upgrade
          • Updating cloned tables from Dev Studio
          • Updating cloned tables from the command line
        • Upgrading Get Next Work performance
        • Finding deprecated rules in sections
      • Applying hotfixes
        • Obtaining a hotfix catalog
        • Obtaining hotfixes
          • Scanning the system for hotfixes
            • Scanning the system from the user interface
            • Scanning the system by submitting a request to an active instance
            • Scanning the system by using a direct connection to the database
          • Obtaining hotfix packages
        • Preparing to install hotfixes
          • Reviewing hotfixes
          • Applying database schema changes
            • Creating an SQL script from the user interface
            • Creating an SQL script by submitting a request to an active instance
            • Creating an SQL script by using a direct connection to the database
        • Installing hotfix packages
          • Installing hotfixes from the user interface
          • Installing hotfixes by submitting a request to an active instance
          • Installing hotfixes by using a direct connection to the database
        • Rolling back hotfixes
          • Rolling back hotfixes from the user interface
          • Rolling back hotfixes by submitting a request to an active instance
          • Rolling back hotfixes by using a direct connection to the database
        • Committing hotfixes
          • Committing hotfixes from the user interface
          • Committing hotfixes by submitting a request to an active instance
          • Committing hotfixes by using a direct connection to the database
        • Verifying hotfix installation results
    • Distributing applications between systems
      • Preparing to package and move applications
      • Packaging your application in a product rule archive
        • Creating a product rule that does not include associated data by using the Application Packaging wizard
        • Creating a product rule of test case data by using the Package Work wizard
        • Creating a product rule that includes associated data by using the Create menu
        • Editing a product rule
          • Specifying the content of a product rule
          • Listing product dependencies
          • Specifying product rule deployment options
          • Adding historical information to a product rule
        • Previewing and creating the archive file for a product rule
      • Packaging an application from App Studio
      • Exporting an application, product rule, or ruleset to an archive or repository by using the Export wizard
      • Importing rules and data from a product rule by using the Import wizard
        • Pre-import and post-import collections
          • Creating pre-import steps
          • Creating post-import steps
          • Pre-import action properties
          • Post-import action properties
        • Selecting a file to import
        • Setting advanced mode and reviewing the archive contents
        • Viewing and applying schema changes
        • Inserting new instances by importing an archive
        • Addressing older instances in an import archive
        • Automatically populating new columns in existing tables
        • Scheduling indexes for population
        • Resolving pre-existing rule conflicts
        • Changing the built-on version of an application to the current version
      • Using restore points to enable error recovery
        • Creating a restore point
        • Listing restore points
        • Getting detailed information about a restore point
        • Rolling back to a restore point
        • Deleting a restore point
      • Distributing product rules to multiple systems by using the Product Migration wizard
        • Creating a system security data instance
          • System security data instances
        • Creating a system target data instance
        • Starting the Product Migration wizard
        • Selecting the product and target systems
        • Reviewing command-line migration logs and work item status
      • Distributing an application from the command line
        • prpcServiceUtils tool for service-enabled scripting
          • Service-enabled system management log files (prpcServiceUtils)
          • Retrieving service-enabled job status (prpcServiceUtils)
        • prpcUtils for scripting with direct connection to the database
        • Exporting rules and data from the command line
          • Exporting rules and data by submitting a request to an active instance
          • Exporting rules and data by using a direct connection to the database
        • Importing rules and data from the command line
          • Importing rules and data by submitting a request to an active instance
          • Importing rules and data by using a direct connection to the database
        • Generating a DDL file of schema changes that are referenced from an archive file
        • Migrating products and applications from the command line
          • Installing the command-line tool
          • Configuring the source and target systems
          • Migrating an application or product by using the productMigration command-line tool
          • Resolving conflicts when importing an archive by using the productMigration command-line tool
      • IBM Db2 for z/OS: Preparing to import an application with schema changes and a separate DB-Admin-DB-Name
      • Reviewing migration results
    • Configuring system-wide parameters
      • Node classification
        • Node types for on-premises environments
        • Node types for Pega Cloud Services environments
        • Node types for client-managed cloud environments
        • Assigning node types to nodes for on-premises environments
        • Clustered deployment
          • Balancing HTTP traffic across multiple server nodes
          • Setting the outbound port for cluster communication
          • Changing node settings by modifying the prconfig.xml file
            • Downloading and viewing the prconfig.xml file for a specific node
            • Changing a prconfig setting value for a subset of nodes
        • System node data instances
          • System Node descriptions
          • Updating the system node description
          • Identifying active nodes
      • Configure system settings from Dev Portal
        • System general landing page
        • Setting application-specific configuration settings with configuration definitions and configuration bundles
          • Creating a configuration definition
          • Editing a configuration definition
          • Temporarily overriding a configuration definition value
          • Reverting to a default configuration definition value
          • Creating a configuration bundle
          • Editing a configuration bundle
          • Exporting a Configuration Bundle to a JSON file
          • Loading a configuration bundle onto an application
        • Configuring production-level-specific run-time settings by using application settings rules
          • Creating an application setting
          • Reference application settings in rules
          • Categorizing application settings
          • Defining application setting values for different production levels
        • Dynamic system settings
          • Creating a dynamic system setting
          • Editing a dynamic system setting
          • Java methods for dynamic system settings and application settings
          • Dynamic system settings data instances
          • Updating dynamic system settings by submitting a request to an active instance
          • Updating dynamic system settings by using a direct connection to the database
        • Downloading the system state by using a REST API
        • Downloading the system state for a cluster or node
        • Configuring the online help URL
        • Configuring the external log URL
        • Configuring the public link URL
        • Configuring Java compiler access to information
        • Configuring the system name
          • Changing the system name from the user interface
          • Changing the system name by using a direct connection to the database
        • Specifying system-wide security parameters by using system data instances
          • Specifying the production level
          • Specifying the environment name
          • Specifying the lock time-out
          • Specifying the number of concurrent sessions
        • Project Management Framework (PMF)
      • Configuration settings in Admin Studio
        • Viewing configuration settings for troubleshooting
      • Changing the storage destination for the import data wizard, BIX, and file listeners
      • Utilities
        • Importing the legacy ruleset from the Resource Kit
        • Comparing versions of a rule
          • Comparing rule versions on the History tab
          • Comparing rule versions with the rule compare utility
        • Renaming classes or rulesets during an archive import
        • Replacing a string in rulesets
        • Temporary files
    • Metrics and system health
      • Performance
        • System Performance landing page
          • Rules not using lightweight lists
        • Viewing the JVM in use on your server
          • Verbose logging of garbage collection operations
          • Garbage collection and memory management
        • Improving performance by archiving cases
          • Creating an archival policy
          • Scheduling case archival
          • Reviewing archived case data
          • Managing your case archival process
            • Monitoring the progress of your case archival process
            • Configuring archive settings
            • Configuring purge cycle settings
        • Improving response time by caching rules with the Static Assembler
        • Static content
          • Deploying static content to an edge server
        • Caching
          • Static content cache
            • RuleFileServlet servlet
            • HTTP compression of static files
        • Tools
          • Track system utilization for a requestor session with Performance Analyzer
            • Using the summary display of Performance Analyzer
            • Track rule utilization for a requestor session with Performance Profiler
              • Profiling your requestor session
              • Interpreting Performance Profiler results
              • Profiling all processing on a node
              • Profiling another requestor
            • Interpreting the summary chart in Performance Analyzer
            • Viewing statistics for services in the SERVICES-PAL log
            • Using the full details display of Performance Analyzer
            • Adjusting CPU statistics tracking
          • Reporting on rule usage snapshots
            • Rule usage snapshots
            • Creating an interim rule usage snapshot
            • Updating the rule usage snapshot parameters
          • Lengthy service operations
            • Changing the parameters for monitoring lengthy services
          • Verifying that an instance is running
          • System-wide usage and the Log-Usage class
            • Generating requestor reports for system-wide usage from the Log-Usage class
            • Trimming the pr_perf_stats table
          • Licenses
            • Creating a license
            • Classifying rules for license compliance
            • License compliance
      • Identifying loaded module versions
      • System - Predictive Diagnostic Cloud
    • Background processing
      • Best practices for writing background processing work
        • Avoiding race conditions for advanced agents
      • Queue Processor rules
        • Replacing an agent with a Queue Processor rule for real-time messages
        • Replacing an agent with a Queue Processor rule for delayed messages
        • Creating a Queue Processor rule
        • Node classification for Queue Processor rules
        • Stream node configurations for a Queue Processor rule
      • Job Scheduler rules
        • Node and cluster default job schedulers
        • Replacing an agent with a Job Scheduler rule
        • Creating a Job Scheduler rule
        • Configuring the Job Scheduler rule thread pool
        • Configuring the Performance tool for Job Scheduler rules
      • Automating the runtime context management of background processes
      • Agents
        • Associating agents with node types
        • Agents rules
          • Agents rules — Completing the Create, Save As, or Specialization form
          • Agents rule form — Completing the Security tab
          • Agents rules – Completing the Schedule tab
          • Agents rule form – Completing the Nodes tab
          • More about agents rules
          • Pega-AutoTest agents
          • Pega-DecisionEngine agents
          • Pega-EndUserUI agent
          • Pega-ImportExport agent
          • Pega-IntSvcs agents
          • Pega-ProcessEngine agent
          • Pega-ProCom agents
          • Pega-RuleRefactoring agent
          • Pega-RULES agents
          • Pega-RulesEngine agents
        • Agent schedule data instances
          • Agent schedule data instances – Key parts
          • Agent schedule data instances – Completing the Schedule tab
          • Agent schedule data instances – Completing the Security tab
          • More about agent schedule data instances
          • Initial Agent Schedule data instances
        • Master agents
        • Managing agents
        • Managing agent queues
      • Managing listeners
        • Associating listeners with node types
        • Debugging listeners by using remote logging
    • The Pega Platform database
      • Pega database concepts
        • Database tier architecture
          • Split schema database architecture
          • Replicated and split databases
        • Database tables and Pega Platform metadata
          • Database foundation classes
          • Hybrid data storage model (pzPVStream BLOB)
          • Database table primary key (handle)
            • Handle usage
            • Determining if a handle exists
            • Finding the handle of an object
          • Required columns for tables
          • How database tables are identified at run time
          • Stored procedures
        • Default database tables
          • Database naming conventions
          • Database views
      • Class groups
        • Automatic creation of class groups
        • Copying a class structure
          • Clone Class Group tab
        • Creating a separate table for a child class
        • Segregating cases into a dedicated table
        • Creating a class group manually
          • Keys tab on the Class Group form
          • Locks tab on the Class Group form
      • Property optimization
        • Planning for property optimization
        • Optimizing properties from the user interface
          • Exposing properties and populating database columns
          • Viewing column population jobs
          • Canceling column population jobs
        • Schema modification using the Modify Schema wizard
          • Exposing properties using the Modify Schema wizard
          • Exposing embedded properties
        • Column Populator tool
          • Populating properties by submitting a request to an active instance
          • Populating properties by using a direct connection to the database
          • Example Column Populator Configurations
        • Optimizing properties in the Select values gadget
        • Declarative indexes
          • Setting up a declarative index
          • About Declare Index rules
            • Declare Index rules - Completing the New or Save As form
            • Declare Index form - Completing the Indexes tab
            • Declare Index form - Completing the Pages & Indexes tab
            • More about Declare Index rules
      • Full-text search
        • Checking the status of search index files
          • Search indexes
        • Enabling classes for search indexing
          • Excluding properties with access control policies from search results
          • Specifying custom search properties
            • Custom search properties
            • Configuring search to allow filtering on embedded properties
            • Limitation on page-correlated filters
          • Creating dedicated indexes
            • Dedicated search indexes
            • Deleting dedicated indexes
            • Data type conflicts in dedicated indexes
          • Configuring a report definition to run against an Elasticsearch index
        • Configuring index host nodes
          • Viewing index host node status
          • Enabling and disabling encryption for communication among search nodes
          • Viewing search agent information
          • Configuring automated search notifications
          • Configuring index host nodes from the user interface
          • Removing index host nodes by using a direct connection to the database
        • Viewing the status of an external search service
        • Rebuilding search indexes
          • Configuring fuzzy search
          • Configuring dynamic system settings for search
          • Rebuilding search indexes from the user interface
          • Stopping or pausing search reindexing
          • Rebuilding search indexes by using a direct connection to the database
          • Node reindexing in a cluster
        • How to integrate with Apache UIMA
      • Administering your database
        • Configuring connectivity to the Pega Platform database
          • Configuring read-only database access for Query Runner
        • Viewing and modifying schema information
          • Platform generated schema changes
          • Viewing database schema information
            • Viewing the database schema using the Modify Schema wizard
            • Initial database schema
            • Viewing schema changes
              • Separate logging for schema operations
              • Viewing history of Schema Tools actions
            • Property tree tab
            • Database Class Mappings tab
            • Identifying a schema within a database instance
            • Database administration and performance
          • Adding and deleting database indexes
            • Database indexes
          • Schema optimization
            • Optimizing a schema
            • Schema Tools
              • Viewing column BLOB size
              • Increasing database column length using Schema tools
              • Defragmenting tables
              • Updating statistics
            • Scheduling schema updates
            • Updating PegaRULES after external schema changes
        • Table growth
          • Table trimming, purging, and archiving
          • Improving performance by archiving cases
            • Creating an archival policy
            • Scheduling case archival
            • Reviewing archived case data
            • Managing your case archival process
              • Monitoring the progress of your case archival process
              • Configuring archive settings
              • Configuring purge cycle settings
          • Saving space on your system by purging and archiving old work items
            • Using the Purge/Archive Configuration wizard — Step 1: Select Work Pool form
            • Using the Purge/Archive Configuration wizard — Step 2: Select Work Types form
            • Using the Purge/Archive Configuration wizard – Step 3: Choose Filtering Criteria form
            • Confirming the work types
            • Using the Purge/Archive Configuration wizard — Schedule Archival Process form
            • Using the Purge/Archive Scheduling wizard — Work Pool and Name form
            • Using the Purge/Archive Scheduling wizard – Select Archive Settings form
            • Using the Purge/Archive Schedule wizard — Work Object wizard form
            • Using the Purge/Archive Scheduling wizard — Show Summary form
            • Using the Purge/Archive Scheduling wizard — ProcessArchival Flow Link form
            • Using the Purge/Archive Scheduling wizard — Reschedule Archival form
            • Using the Purge/Archive Scheduling wizard — Start Archival Process form
          • Trimming the pr_perf_stats table
          • Tablespace planning
          • Table turnover rates
          • Counting the rows in a database table
        • Database request troubleshooting
          • Starting a database trace
            • Viewing Database Trace results in Excel
            • Generating a system-wide database trace
          • Truncated property values
          • Database schema debugging
          • Testing SQL queries
            • Exporting previously run query results
            • Viewing previously run queries
            • Query Inspector
              • Generating an explain plan
            • Improving database batch processing performance
        • Creating a database data instance
          • Database data instances
          • Defining the database driver
          • Creating a database instance for a prconfig reference
          • Creating a database instance for a JDBC URL
          • Creating a database instance for a JDBC connection pool
          • Creating a Couchbase database instance
          • Creating a Cassandra database instance
          • Creating a database instance by inheriting from an existing connection
    • Requestor Type data instances
      • Creating a requestor type
      • Requestor Type form – Definition tab
      • Requestor Type form – Activities tab
      • More about Requestor Type data instances
      • AsyncProcessor requestor type
    • High availability
      • Passivation and activation
        • Passivation and requestor time-outs
          • Passivation time-out settings
        • Passivation storage
          • Implementing a custom passivation storage mechanism
        • Reporting on passivated requestors
      • Configuring nodes for high availability
        • High availability architecture
          • Components of highly available environments
            • Load balancers
              • Configuring session affinity for slow drain
            • Enterprise configuration of high availability
            • Application tier architecture
              • Single sign-on
              • Shared filesystem storage
              • Server redundancy
              • High availability developer environments
              • High availability settings management
          • Highly available integration services
            • Listeners
            • Service packages
            • Service request processors
            • Service rules
        • Cluster management
          • Privileges and roles for high availability management
          • HA Cluster Management
          • HA Cluster Settings
          • Cluster management using the Pega API
        • Crash recovery
          • Server crash recovery
          • Browser crash recovery
          • Enabling crash notification
          • Enabling periodic work recording
        • Performing a rolling upgrade
          • Quiesce behavior during high availability upgrades
      • Quiescing a node
        • Quiescing a node with immediate drain
          • Immediate drain quiesce
          • On-premises immediate drain quiesce flow
        • Quiescing a node with slow drain
          • Slow drain quiesce
          • On-premises slow drain quiesce flow
    • Performing application validation after upgrades
      • Applying hotfixes
        • Obtaining a hotfix catalog
        • Obtaining hotfixes
          • Scanning the system for hotfixes
            • Scanning the system from the user interface
            • Scanning the system by submitting a request to an active instance
            • Scanning the system by using a direct connection to the database
          • Obtaining hotfix packages
        • Preparing to install hotfixes
          • Reviewing hotfixes
          • IBM Db2 for z/OS: Preparing to import an application with schema changes and a separate DB-Admin-DB-Name
          • Applying database schema changes
            • Creating an SQL script from the user interface
            • Creating an SQL script by submitting a request to an active instance
            • Creating an SQL script by using a direct connection to the database
        • Installing hotfix packages
          • Installing hotfixes from the user interface
          • Installing hotfixes by submitting a request to an active instance
          • Installing hotfixes by using a direct connection to the database
          • Verifying hotfix installation results
        • Rolling back hotfixes
          • Rolling back hotfixes from the user interface
          • Rolling back hotfixes by submitting a request to an active instance
          • Rolling back hotfixes by using a direct connection to the database
        • Committing hotfixes
          • Committing hotfixes from the user interface
          • Committing hotfixes by submitting a request to an active instance
          • Committing hotfixes by using a direct connection to the database
      • Using restore points to enable error recovery
        • Listing restore points
        • Creating a restore point
        • Deleting a restore point
        • Getting detailed information about a restore point
        • Rolling back to a restore point
      • Upgrading cloned tables after an upgrade
        • Updating cloned tables from Dev Studio
        • Updating cloned tables from the command line
      • Upgrading Get Next Work performance
      • Upgrading cases and followers
      • Toggling features on and off
      • Supporting rules
        • Packaging your application in a product rule archive
          • Creating a product rule that includes associated data by using the Create menu
          • Editing a product rule
            • Specifying the content of a product rule
            • Listing product dependencies
            • Specifying product rule deployment options
            • Adding historical information to a product rule
            • Previewing and creating the archive file for a product rule
        • System target data instances
          • Creating a system target data instance
      • Running the Update Existing Applications utility
      • Identifying rule conflicts
      • Identifying missing database tables
      • Running other upgrade utilities
      • Revalidating rules after an upgrade
    • System limits and maximums
    • System Operations
  • Reference
    • PublicAPI
    • Rules by name
    • Developer utilities
      • Activities
        • Creating an activity
          • Steps tab on the Activity form
            • Activity form - Completing the Steps tab - Entering Method parameters
            • Activity form - Completing the Steps tab - Entering preconditions
            • Defining step transitions in an activity
            • Repeating steps in an activity
            • Calling an automation from an activity
            • Best practices for writing activities for background jobs
          • Security tab on the Activity form
          • Defining the local variables for an activity
        • Activity form - how to create activities for flows
          • Intelligent routing
        • Activities and Data Transforms - Reserved names for parameters and local variables
        • Saving data in a data page when running an activity
        • Methods and instructions
          • method
          • Methods and instructions by function
          • Methods and instructions by name
            • Activity-Clear-Status method
            • Activity-End method
            • Activity-List-Add method
            • Activity-Set-Status method
            • Apply-DataTransform method
            • Apply-Model method
            • Apply-Parse-Delimited method
            • Apply-Parse-Structured method
            • Apply-Parse-XML method
            • Assert-No-Invocation method
            • Assign-EstablishContext method
            • Branching to another activity
            • Calling another activity
              • Call instruction parameters
              • Passing Page Name parameters
              • Decision Management methods
                • Adaptive model methods
                  • Obtaining predictor information
                  • Training adaptive models
                  • Deleting adaptive models
                • Data flow methods
                  • Running a data flow
                  • Running a data flow in single mode
                  • Specializing activities
                  • Managing data flows
                  • Monitoring data flows
                • Decision data methods
                  • Running decision data instances
                • External data flow methods
                  • Creating and starting an external data flow run
                  • Starting an external data flow run
                  • Stopping an external data flow run
                  • Deleting an external data flow run
                  • Restarting an external data flow run
                  • Retrieving the status of an external data flow run
                • Interaction methods
                  • Running interactions
                • Interaction History methods
                  • Adding an association with a customer ID
                  • Deleting an association between interactions and customer IDs
                • Simulation methods
                  • Creating a simulation run
                  • Starting a simulation run
                • Strategy methods
                  • Returning a list of propositions
                  • Returning a list of properties
                  • Computing segment logic
            • Call-Async-Activity method
            • Call-Automation method
            • Call-Function
            • Using the Collect instruction
            • Commit method
              • Object locking
            • Connect-Atom method
            • Connect-Cassandra method
            • Connect-CMIS method
            • Connect-dotNet method
            • Connect-EJB method
            • Connect-File method
            • Connect-FTP method
            • Connect-HBase method
            • Connect-HTTP method
            • Connect-Java method
            • Connect-JCA method
            • Connect-JMS method
            • Connect-MQ method
            • Connect-REST method
            • Connect-SOAP method
            • Connect-Wait method
            • DataFlow-Execute method
              • Configuring the DataFlow-Execute method for a data flow with abstract input
              • Configuring the DataFlow-Execute method for a data flow with abstract output
              • Configuring the DataFlow-Execute method for a data flow with abstract input and output (single-case execution)
              • Configuring the DataFlow-Execute method for a data flow with stream input
              • Configuring the DataFlow-Execute method for data flows with non-stream input
            • DataSet-Execute method
              • Configuring the DataSet-Execute method for Adaptive Decision Manager
              • Configuring the DataSet-Execute method for Database Table
              • Configuring the DataSet-Execute method for Decision Data Store
              • Configuring the DataSet-Execute method for Event store
              • Configuring the DataSet-Execute method for File
              • Configuring the DataSet-Execute method for HBase
              • Configuring the DataSet-Execute method for HDFS
              • Configuring the DataSet-Execute method for Interaction History
              • Configuring the DataSet-Execute method for Kinesis
              • Configuring the DataSet-Execute method for Monte Carlo
              • Configuring the DataSet-Execute method for a social media data set
              • Configuring the DataSet-Execute method for Stream
              • Configuring the DataSet-Execute method for Visual Business Director
            • End-Validate method
            • Exit-Activity method
            • Flow-End method
            • Flow-New method
            • History-Add method
            • History-List method
            • Index-Finish method
            • Use of Java in an activity step
            • Link-Objects method
            • Using the Load-DataPage method
            • Log-Message method
            • Map-Structured method
            • Obj-Browse method
            • Obj-Delete method
            • Obj-Delete-By-Handle method
            • Obj-Filter method
            • Obj-List-View method
            • Obj-Open method
            • Obj-Open-By-Handle method
            • Obj-Refresh-and-Lock method
            • Obj-Save method
            • Obj-Save-Cancel method
            • Obj-Sort method
            • Obj-Validate method
            • Page-Change-Class method
              • Changing the class of a page
            • Page-Clear-Errorlist method
            • Page-Clear-Messages method
            • Page-Copy method
            • Page-Merge-Into method
            • Page-New method
            • Page-Remove method
            • Page-Rename method
            • Page-Set-Messages method
            • Page-Unlock method
            • Page-Validate method
            • Parse-Byte-Pos method
            • Parse-Char-Pos method
            • Parse-Fixed-Binary method
            • Parse-Packed-Decimal method
            • Privilege-Check method
            • Property-Map-DecisionTable method
            • Property-Map-DecisionTree method
            • Property-Map-Value method
            • Property-Map-ValuePair method
            • Property-Ref method
            • Property-Remove method
            • Property-Seek-Value method
            • Property-Set method
            • Property-Set-Corr method
            • Property-Set-HTML method
            • Property-Set-Messages method
            • Property-Set-Special method
            • Property-Set-Stream method
            • Property-Set-XML method
            • Property-Validate method
            • Publish-Notifications
            • Queue-For-Agent method
            • Queue-For-Processing method
            • Queue instruction—run an activity asynchronously
              • Parameters for the Queue instruction
            • RDB-Delete method
            • RDB-List method
            • RDB-Open method
            • RDB-Save method
            • Requestor-Stop method
            • Rollback method
            • Using the Rule instruction to support a custom rule type
            • Show-Applet method
            • Show-Applet-Data method
            • Show-HTML method
            • Show-Page method
            • Show-Property method
            • Show-Stream method
            • Start-Validate method
            • StringBuffer-Append method
            • StringBuffer-Insert method
            • StringBuffer-Reset method
            • TaskStatus-Set method
            • Text-Normalize method
            • Thread-Clear method
            • Thread-Stop method
            • Update-Button-Link-Formats
            • Wait method
            • Wait-For-Requestor method
          • Testing method results using a transition
        • Activities and page messages
        • How to customize the success and exception windows
        • How to prevent the display of traceback details
        • Activities, libraries, and functions
        • AJAX functionality
        • Standard activities — Extension points
        • About Collection rules
          • Collection rules -
          • Collection form - Completing the Basic / Advanced Collection tab
          • Collection form - Completing the Preamble and Stop tab
          • Collection form - Completing the Specifications tab
          • Using conditions in a collection
          • Setting the context of a collection step
          • Using response actions in a collection
          • Rule type
          • Deprecated Collection form
            • Deprecated Collection form - Completing the Basic / Advanced Collection tab
            • Deprecated Collection form - Completing the Preamble and Stop tab
            • Deprecated collection functionality
        • List rules
          • List rules -
          • List form - Completing the Fields tab
          • More about List rules
        • Activities that set application preferences for users
      • Application Development landing page
      • Automations
        • Pega-supplied automations
        • Viewing automations
        • Automation troubleshooting
      • Building expressions with the Expression Builder
        • Expression Builder
        • Displaying all functions in the Expression Builder
        • Data type conversions (casting) in expressions and property assignments
        • Expressions
        • Working with the Deprecated Expression Builder
        • Expressions — Examples
        • Expressions — Operators and precedence
        • Mathematical operators
        • Constants in expressions
        • Utility function instance management
          • Replacing a function signature with a different signature
          • Replacing a function signature with a new signature
          • Replacing a function signature when using branches
        • Functions in expressions
          • Methods for calling a function
          • Built-in and When() functions
          • Arithmetic functions
          • DateTime functions
          • Calling an activity in an expression
          • Calling an overloaded function
        • Expression evaluation
          • Order of evaluation
          • Add and subtract operations
          • Multiply, divide, and remainder operations
          • Comparison operators
        • Property references in expressions
          • Clipboard page and property references
          • Page list expressions in a decision tree
        • Parts of aggregate property references
          • Parts of a Page property reference
          • Parts of lists and groups reference
          • Symbolic indexes — APPEND, CURRENT, INSERT, LAST, and PREPEND
            • Obtaining the current index of a page list or page group property
      • About Constraints rules
        • Constraints rules -
        • Constraints form - Completing the Constraints tab
        • Constraints form - Completing the Pages & Classes tab
        • More about Constraints rules
        • About 03-02 Declare Constraint rules (Rule-Declare-Constraint)
      • About Correspondence Fragment rules
        • Creating Correspondence Fragment rules
        • Correspondence Fragment form - Completing the Stream tab
        • More about Correspondence Fragment rules
      • Correspondence rules
        • Correspondence
        • Creating email correspondence by using a template
        • Correspondence rules - Completing the New or Save As form
        • Correspondence form - Completing the Corr tab
        • Correspondence form - Completing the Security tab
        • Correspondence form - Completing the Prompts tab
        • More about Correspondence rules
      • About Correspondence Type rules
        • Correspondence Types rules -
        • Correspondence Types form - Completing the Correspondence tab
      • Data pages
        • Data page reference
        • Creating a data page
        • Data page rules - Using the Definition tab
        • Data page rules - Using the Load Management tab
        • Data page rules - Using the Pages & Classes tab
        • Data page rules - Using the Usage tab
        • More about data page rules
        • Savable data pages
          • Creating a data page to save data
        • Robotic automation as a data page source
          • Using a robotic automation to populate a data page
          • Configuring the Robot Manager host server and authentication profile
          • Configuring a data page for sourcing from robotic automation
          • Robotic automation status and error handling
        • Robotic desktop automation as a data page source
          • Configuring a data page for sourcing from robotic desktop automation
        • Unit testing a data page
        • Read-only data page instance limit management
        • Loading data pages asynchronously
        • Data pages and parameters
          • Passing parameters to data pages from UI elements
          • Passing parameters to data pages from sections
          • Passing parameters to data pages from non-UI rules
          • Passing parameters to data pages from autopopulated properties
        • Removing a data page
        • Viewing declarative processing with the Tracer tool
        • Assessing the effect of data page processing on performance
        • Overriding the default load activity for a data page rule
      • Data Transforms
        • Data Transforms - Completing the Create, Save As, or Specialization form
        • Data Transform form - Completing the Definitions tab
        • Data Transform form - Append and Map to action
        • Data Transform form - Append to action
        • Data Transform form - Apply Data Transform action
        • Data Transform form - Auto-map action
        • Data Transform form - For Each Page In and Exit For Each actions
        • Data Transform form - Remove action
        • Data Transform form - Set action
        • Data Transform form - Sort action
        • Data Transform form - Update Page action
        • Data Transform form - When, Otherwise, and Otherwise When actions
        • Data Transform form - Completing the Settings tab
        • Data Transform form - Completing the Pages & Classes tab
        • Standard Data Transforms
        • More about data transforms
        • Unit testing a data transform
      • About Decision tables
        • Decision Tables -
        • Decision Table form - Completing the Pages & Classes tab
        • Decision Table form - Completing the Results tab
        • Decision Table form - Completing the Table tab
        • More about Decision Tables
      • About Decision Trees
        • Decision Trees -
        • Decision Tree form - Completing the Decision tab (Advanced format)
        • Decision Tree form - Completing the Decision tab (Basic format)
        • Decision Tree form - Completing the Pages & Classes tab
        • Decision Tree form - Completing the Configuration tab
        • More about Decision Trees
        • Configuring property evaluation in a decision tree
      • About Declare Expression rules
        • Declare Expression form - Completing the Change Tracking tab
          • Supported and unsupported configurations in simplified declare expressions
        • Declare Expressions form - Completing the Expressions tab
        • Declare Expression rules - Completing the New or Save As form
        • Declare Expression form - Completing the Pages & Classes tab
        • More about Declare Expression rules
        • Declarative processing - Concepts and terms
        • Unit testing a declare expression
        • Declarative network
          • Declarative Network display
          • Viewing the declarative network
      • About Declare OnChange rules
        • Declare OnChange rules -
        • Declare OnChange form - Completing the OnChange Properties tab
        • Declare OnChange form - Completing the Pages & Classes tab
        • More about Declare OnChange rules
        • How to implement business exception processing with policy overrides
      • About Declare Trigger rules
        • Declare Trigger rules -
        • Declare Trigger form - Completing the Pages & Classes tab
        • Declare Trigger form - Completing the Triggers tab
        • More about Declare Trigger rules
      • About Edit Validate rules
        • Edit Validate rules- Completing the New or Save As form
        • Edit Validate form - Completing the Java tab
        • More about Edit Validate rules
      • Find Rules landing page
      • Field values
        • Creating a field value
        • Example field values
      • Function Alias rules
        • Function Alias rules — Completing the Create, Save As, or Specialization form
        • Function Alias form – Completing the Reference tab
        • Function Alias rules — Overview of the Generated Output tab
        • More about Function Alias rules
        • How to use parameter pages with a function alias
      • Function rule
        • Creating a function
        • Writing Java code for a function
        • Listing aliases for a function
        • Making a function traceable
        • Deleting a function
        • Overriding a standard function
      • Library rules
        • Library rules
        • Library form – Completing the Packages tab
        • Library form - Completing the Static Variables tab
        • More about Library rules
      • About Map Values
        • Map Values -
        • Map Value form - Completing the Matrix tab
        • Map Value form - Completing the Configuration tab
        • Map Value form - Completing the Pages & Classes tab
        • More about Map Values
        • Configuring rows and columns in a map value
        • Unit testing a map value
      • Messages
        • Finding messages in your application
        • Creating a message
          • Standard categories of messages
        • Creating a custom message category
        • Displaying a warning message in a rule
        • Standard functions for messages
        • Updating legacy messages and related rules
      • Paragraphs
        • Creating a paragraph
        • Formatting a paragraph
        • Configuring a pop-up SmartInfo section
        • More about Paragraph rules
      • Properties
        • Properties - Completing the Create, Save As, or Specialization form
        • Property form - Completing the General tab
          • Property form: General tab — Configuring validation
        • Property form - Completing the General tab for Java Object modes
        • Property form - Completing the General tab for Page modes
        • Property form: Completing the General tab - Value modes
        • Property form - Completing the Advanced tab
        • Standard property rules
        • More about Properties
        • Page properties
        • Properties - Working with the Explore Window
        • Property aliases
        • Working with properties
          • Standard Controls
          • Properties — Concepts and terms
          • Property references in expressions
        • Property Qualifier rules
          • Property Qualifier rules - Completing the New or Save As.. form
          • Property Qualifier form - Completing the Definition tab
          • Property Qualifier form - Completing the Table Edit tab
          • More about Property Qualifier rules
        • About Edit Input rules
          • Edit Input rules - Completing the Create, Save As, or Specialization form
          • Edit Input form - Completing the Java tab
          • More about Edit Input rules
      • Specifications and requirements
        • Importing specifications and requirements
          • Tips for resolving conflicts when importing specifications and requirements
          • Tips for editing spreadsheets of specifications and requirements
        • Creating a specification
          • Specifications
            • Configuring advanced options for editing specifications
            • Microsoft Object Linking and Embedding (OLE)
          • Associating a specification with a rule
          • Associating a specification with a flow
          • Associating a specification with a shape in a flow
          • Enabling specification count and implementation history
          • Viewing specification summary metrics
          • Viewing specifications by complexity, impact, and business objective
          • Viewing specifications
          • Viewing the implementation rules for specifications
          • Fields and controls in the Add/Edit Specification dialog box
          • Fields and controls on the Specification form
        • Creating a requirement
          • Application requirements
          • Tracking a requirement from an external system
          • Setting the requirement status
          • Assigning a requirement to a target release
        • Exporting specifications and requirements
        • Creating custom values for specifications and requirements
        • Viewing additional requirements and specifications
        • Associating a requirement with a flow
        • Removing a specification from an item
        • Application Profile landing page
          • Application Profile Requirements tab
          • Application Profile Specifications tab
          • Application Profile Analysis tab
      • About Validate rules
        • Validate rules - Completing the New or Save As form
        • Validate form - Completing the Validate tab
        • Validate form Completing the Input tab
        • Validate form - Completing the Pages & Classes tab
        • More about Validate rules
      • When Condition rules
        • Creating a When rule
        • Defining conditions for a When rule
        • Editing a When rule in the legacy mode
        • Configuring advanced options of a When rule
        • Specifying pages and classes of a When rule
        • More about When Condition rules
  • Glossary
  • Trademarks and copyright
2020-09-09