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Getting started for development teams
Setting up your environment
Exploring application-editing mode
Creating a team
Inviting collaborators to your application
Adding a secondary manager to a team
Defining areas of expertise for a team
Deleting a team
Removing a team member
Setting your work availability
Configuring your dashboard
Changing your dashboard layout
Adding a widget to your dashboard
Dashboard widgets
Sharing a dashboard with your team
Defining a theme and a logo for a portal
Switching between applications
Changing your workspace
Workspaces
Setting branch development preferences
Design-time limitations in App Studio
Developing an application
Application development
Getting started with low-code application development
Exploring application
Changing your workspace
Exploring application-editing mode
Building your first application
Creating applications
Inviting collaborators to your application
Setting your application password
Configuring applications for reuse
Configuring advanced settings for new applications
Switching between applications
Adding the My Applications gadget
Understanding project roles and personas
Operators
Creating operator IDs
Defining operator contact information and application access
Defining operator work groups, work queues, and schedules
Defining security information for an operator
Deleting operators
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 tools access
Viewing tools authorizations in all access groups
Viewing tools authorization for a single access group
Editing tools authorization for a single access group
Granting portal access to an access group
Creating a team
Adding a secondary manager to a team
Defining areas of expertise for a team
Deleting a team
Adding work queues to a team
Collaborating on cases
Collaborating with users by using Pulse
Adding the Pulse gadget to your application
Enabling users to post messages in the activity feed
Creating feed sources for activity feeds
Configuring default feed sources
Choosing a context for Pulse messages
Posting a message in Pulse
Replying to a message in Pulse
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
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
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 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
Monitoring and tracking tasks
Collaborating on shared content by using documents
Creating a document in an application
Discussing a document
Creating
microjourney
for customer success
The
Pega Express methodology
and a
microjourney
- frequently asked questions
Learning about case types
Learning about personas
Creating personas
Associating personas with case types
Granting personas access to channels and pages
Learning about data objects
Associating data objects with case types
Implementing draft data objects
Application update scenarios to support
Pega Express methodology
Managing application Inventory
Designing applications for reuse and extension
Creating a rule
Organizing rules
Rulesets
Creating a ruleset and ruleset version
Creating a ruleset version
Create RuleSet Version form fields
Completing the Save As RuleSet form
Creating branch 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
Defining the security of a ruleset
Categorizing a ruleset
Deleting a ruleset
Classes
Class layers
Class hierarchy and inheritance
External classes
Creating a class
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
About the Rename a Class wizard
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
Deleting a rule
Restrictions on deleting rules
Recovering a deleted rule
Rule resolution
Ruleset list layers
Ruleset list usage during rule resolution
Viewing your application ruleset list
Using pattern inheritance for rule resolution
Moving rules
Finding deprecated rules in sections
Importing the legacy ruleset from the Resource Kit
Referencing properties
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 quality and branch contents
Understanding branch quality metrics
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
Understanding continuous integration and delivery pipelines
Adding a branch from a repository
Publishing a branch to a repository
Understanding rule rebasing
Configuring settings for rebasing
Adding a Pega repository
Enabling the Pega repository type
Enabling ruleset versions for Pega repositories for rebasing
Rebasing rules to obtain latest versions
Reusing elements of an application
Installing components
Components
Enabling components
Creating a component
Documenting a component
Packaging a component
Shared ruleset
Disabling components
Calculating values and making decisions
About Decision tables
Creating decision tables
Completing the Pages & Classes tab
Completing the Results tab
Completing the Table tab
More about Decision Tables
About Decision Trees
Creating decision trees
Completing the Decision tab (Advanced format)
Completing the Decision tab (Basic format)
Completing the Pages & Classes tab
Completing the Configuration tab
More about Decision Trees
Configuring property evaluation in a decision tree
About Map Values
Map Values
Completing the Matrix tab
Completing the Configuration tab
Completing the Pages & Classes tab
More about Map Values
Configuring rows and columns in a map value
Unit testing a map value
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
Calculating or validating values automatically
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 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
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
Creating a toggle
Reviewing and editing toggles
Optimizing application load time
Rerunning a preflight optimization
Checking results and JavaScript file dependencies
Improve application loading time with preflight optimization
Engaging with stakeholders to define
microjourney
Adopting feature-driven development
Learning about feature order
Creating features
Creating subfeatures
Managing application features
Reviewing application features
Changing the level of a feature
Requesting feature enhancements
Creating bugs to report feature defects
Triaging a feedback item
Associating a feature with a work item
Deleting a feature
Tracking feature-driven development
Implementation methodologies
Integrating Agile Workbench with Pega Agile Studio
Creating stories
Creating stories in bulk
Populating story templates
Importing story templates
Troubleshooting errors with a story template
Exporting stories
Changing statuses of work items
Collaborating with development teams
Documenting your application
Creating project documents for stakeholders
Exporting a data model into a document
Testing your application
Analyzing application quality metrics
Viewing application quality metrics
Application quality metrics
Changing application quality metrics settings
Estimating 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
Creating a test ruleset to store test cases
UI testing
Testing with Selenium starter kit for CRM
Creating UI-based tests with scenario testing
Application: Scenario testing landing page
Creating scenario tests
Updating scenario tests
Grouping scenario tests into suites
Creating scenario test suites
Running scenario test suites
Viewing scenario test suite results
Case management
Automating work by creating case types
Creating a case type
Creating a top-level case type
Creating a child case type
Defining the case life cycle
Adding a stage to a case life cycle
Creating a primary stage
Creating an alternate stage
Defining the entrance criteria for a stage
Requiring attachments for stage entry
Requiring property values for stage entry
Configuring case resolution
Defining conditions for skipping a stage
Removing a stage
Adding a process to a stage
Learning about case processes
Adding a sequential process to a stage
Adding a parallel process to a stage
Adding a multistep form to a stage
Defining conditions for starting a process
Removing a process from a stage
Adding a step to a process
Learning about step types
Adding single steps to processes
Collecting information from a user
Adding instructions to assignments
Requesting approval from users
Learning about approval by email
Enabling approval by email
Adding a preconfigured step to a process
Attaching content to a case
Attaching screen captures to a case
Creating a contextual case
Collecting digital signatures in a case
Finding duplicate cases
Searching duplicate cases
Defining basic conditions for case types
Defining a threshold with weighted conditions for a case type
Restrictions on properties used in duplicate tracking
Generating case documents
Case documents tags
Case documents specifications
Case documents error messages
Moving a case to a different stage
Pausing and resuming processes in cases
Persisting temporary cases
Posting messages to a case
Preloading a data page
Running a background process
Running a survey in a case
Sending event notifications from cases
Sending automatic emails from cases
Sending push notifications from cases
Saving data in a data page as part of a flow
Updating case information
Configuring a data model for a case
Validating case data
Configuring views for cases
Configuring dynamic views
Skipping forms to collect information before case processing
Building forms for case types
Adding single-value fields to forms
Adding field groups to forms
Adding data references to forms
Adding field group lists to forms
Reusing fields on forms
Reusing forms
Configuring case type settings
Configuring general case type settings
Customizing the case icon
Changing the case ID format
Geolocation tracking
Disabling geolocation tracking
Enabling search by third-party search engines
Sharing data between parent and child cases
Aggregating data in a parent case
Propagating data to a child case
Configuring case creation
Enabling automatic creation for child cases
Enabling conditional creation for child cases
Enabling creation by email for top-level cases
Creating a case by using an API
Defining case participants
Notifying participants about events
Sending email notifications from cases
Sending push notifications about case events
Sending confirmations of completed assignments
Sending custom notifications about new assignments
Disabling assignment notifications
Enabling field-level auditing
Packaging rules and data that contain field-level auditing information
Managing concurrent access to a case
Overriding the locking strategy of a child 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
Creating temporary cases
Predicting case outcome
Selecting predictions for case types
Configuring external storage options for attachments
Configuring complex processes
Creating a stand-alone process
Flow shapes
Types of processes (flows)
Shape icons in a flow
Annotating a flow
Keyboard shortcuts for flows
Changing the path of a process
Adding decisions to processes
Types of decision logic
Changing the decision logic in a flow
Adding a conditional path to a flow
Adding a conditional path to an assignment
Adding a results-based path to a flow
Adding asynchronous processing to a flow
Responding to business exceptions in a flow
Policy overrides and suspended work items
Subprocesses
Changing the context of a subprocess
Calling one process from another process
Modifying case types
Renaming case types
Reclassifying a case type
Deleting a case type
Customizing the Get Next Work logic
Changing case statuses
Defining a custom case status
Standard rules and extension points for case status
Importing a case type
Completing work on time
Learning about service-level agreements
Urgency
Setting goals and deadlines for case resolution
Setting goals and deadlines for stages, processes, and steps
Setting goals and deadlines on the Service-level agreement form
Defining an escalation action for a case
Defining an escalation action for a stage and a process
Creating work
Creating cases
Transferring an assignment
Reopening a resolved case
Bulk processing
Creating cases in bulk
Updating cases in bulk
Running flow actions in bulk
Troubleshooting errors in bulk processing
Tagging a case
Enabling case tags
Creating suggested tags for cases
Managing work across your team
Configuring teams
Creating a team
Creating a work queue
Adding a secondary manager to a team
Defining areas of expertise for a team
Deleting a team
Inviting collaborators to your application
Configuring your dashboard
Changing your dashboard layout
Adding a widget to your dashboard
Sharing a dashboard with your team
Assigning tasks to users
Assigning users automatically at run time
Configuring custom routing logic for assignments
Following a case
Managing case followers
Configuring intelligent email routing
Selecting the routing processing mode
Adding a routing condition based on email header content
Adding a routing condition based on NLP text analysis
Adding a routing condition based on a when rule
Testing email routing conditions
Switching between applications
Adding the My Applications gadget
Setting the default landing page to My Applications
Engaging and notifying stakeholders
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
Setting notification preferences
Empowering knowledge workers
Configuring and working with optional actions in case types
Adding optional actions to cases
Adding optional actions to stages
Displaying optional actions conditionally
Adding supporting processes to cases
Adding supporting processes to stages
Displaying supporting processes conditionally
Creating ad hoc cases
Enriching cases with external data
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
Designing surveys
Best practices for creating a survey
Creating a survey
Adding a question page to a survey
Adding a question to a question page
Formatting text boxes in a survey
Formatting a picklist in a survey
Dynamically sourcing the choices in a picklist
Formatting a checklist in a survey
Formatting a slider in a survey
Formatting a radio button matrix 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
Asking a question in a case
Asking a group of related questions in a case
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
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
Survey APIs
Securing case access
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
Controlling access to case attachments
Categorizing case attachments
Restricting user actions for case attachments
Decision management
Getting started with decision management
Exploring key decision management features with DMSample
Initializing DMSample data
Initializing predictive model monitoring
Enabling decision management services
Configuring the Decision Data Store service
Configuring an internal Cassandra database
Connecting to an external Cassandra database
Configuring the Adaptive Decision Manager service
Configuring the Data Flow service
Configuring the Real Time Data Grid service
Configuring the Stream service
Configuration settings for nodes
Configuring logger settings
Monitoring decision management services
Storing customer and analytical data
Managing decision management nodes
Status of decision management nodes
Status parameters of Decision Data Store nodes
Status parameters of Adaptive Decision Manager nodes
Status parameters of Stream nodes
Managing Cassandra as the source of decision management data
Cassandra overview
Configuring the Cassandra cluster
Sizing a Cassandra cluster
Configuring the consistency level
Configuring the replication factor
Impact of failing nodes on system stability
Defining
Pega Platform
access to an external Cassandra database
Creating Cassandra user roles with full database access
Creating Cassandra user roles with limited database access
Configuring a Cassandra cluster for internal encryption
Prconfig properties for Cassandra cluster encryption
Creating Java keystores and truststores for Cassandra encryption
Configuring a Cassandra cluster for external encryption
Prconfig properties for Cassandra cluster encryption
Creating Java keystores and truststores for Cassandra encryption
Configuring compaction settings for SSTables
Best practices for disk space management
Configuring Cassandra compression
Configuring client-to-server compression
Configuring node-to-node compression
Configuring key cache settings
Configuring the retry policy
Configuring multiple data centers
Configuring the primary data center nodes
Configuring the secondary data center nodes
Modifying Cassandra node routing policies
Monitoring Cassandra cluster health
Performing regular monitoring activities on a Cassandra cluster
Pega alerts for Cassandra
Nodetool commands for monitoring Cassandra clusters
Capturing Cassandra metrics
Operating system metrics on Cassandra nodes
Key Cassandra metrics
Repairing and cleaning Cassandra nodes for data consistency
Troubleshooting Cassandra
Monitoring Cassandra errors and warnings
Verifying the available disk space
Checking the node status
Investigating compaction issues
Verifying the keyspace replication factor
Verifying the status of ports
Recovering a node
Getting the count of Cassandra table records
Addressing common issues
Input/output blockages in the Cassandra cluster
Increasingly slower read operations
Unable to connect to Cassandra cluster
Unable to add a node to the Decision Data Store service
Authentication error in the Decision Data Store landing page
Cassandra user does not have the required permissions
Cassandra error: Too many open files
Cassandra error: Too large commit log size
Cassandra warning: Couldn't find cfId
Clock skew across a Cassandra cluster
Cassandra terminates on startup
Configuring data sources
About Data Set rules
Data Set rules - Completing the Create, Save As, or Specialization form
Types of Data Set rules
Database Management
Database tables
Creating an HBase data set record
Configuring Hadoop settings for an HBase connection
About Hadoop host configuration (Data-Admin-Hadoop)
Connection tab
Creating a Decision Data Store data set
Migrating data between Decision Data Store data sets
Tracing Decision Data Store operations
Simulation and Reporting
Creating an interaction history summary data set
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
Interaction methods
Running interactions
Interaction History methods
Adding an association with a customer ID
Deleting an association between interactions and customer IDs
Monitoring interaction results
Creating a Monte Carlo data set record
Creating a Visual Business Director data set record
Aggregation on the Visual Business Director data set
Synchronizing the Actuals data set
Social media
Creating a Facebook data set
Customizing the metadata retrieval from Facebook data sets
Creating a YouTube data set record
File storage
Creating an HDFS data set record
Configuring Hadoop settings for an HDFS connection
About Hadoop host configuration (Data-Admin-Hadoop)
Connection tab
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
Run-time data
Creating a Stream data set
Partition keys for Stream data sets
Creating a Kafka data set
Creating a Kafka configuration instance
Creating a Kinesis data set
Data transfer
Exporting data into a data set
Importing data into a data set
Setting a size limit for data import into a data set
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 Monte Carlo
Configuring the DataSet-Execute method for Kinesis
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
Processing data with data flows
Creating a data flow
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
Types of data flows
Changing the number of retries for SAVE operations in batch and real-time data flow runs
Adding pre- and post- activities to data flows
Recording scorecard explanations through data flows
Creating external data flows
External Data Flow rules - Completing the Create, Save As, or Specialization form
Data flow tab on the External Data Flow form
Configuring YARN settings
Configuring run-time settings
Making decisions in data flow runs
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
Managing data flow runs
Data flow methods
Running a data flow
Running a data flow in single mode
Specializing activities
Managing data flows
Monitoring data flows
DataFlow-Execute method
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 abstract input
Configuring the DataFlow-Execute method for a data flow with abstract output
Configuring the DataFlow-Execute method for a data flow with stream input
Configuring the DataFlow-Execute method for data flows with non-stream input
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
Reacting to real-time events
About Event strategy rule
Event Strategy rule form - Completing the Event Strategy tab
Event Strategy rule - Completing the Create, Save As, or Specialization form
Adding aggregations in event strategies
Aggregation options in event strategies
Approximate median calculation
Adding local variables in event strategies
Adding join conditions in event strategies
Adding filter conditions in event strategies
Dynamic window size behavior
Testing event strategies
Unit testing event strategies
Creating an event type in the Event Catalog
Clearing an event type in the Event Catalog
Deleting an event in the Event Catalog
Adding an events feed to your user interface
Browsing events for a customer or a group of customers
Accessing the Customer Movie landing page
Improving customer experience by creating next-best-actions
Propositions
Defining propositions
Reusing existing business issues and groups
Creating a business issue
Configuring the model transparency policy for predictive models
Creating a group
Defining versioned propositions
Importing versioned propositions from a .csv file
Adding a versioned proposition
Editing a versioned proposition
Defining the validity period for versioned propositions
Defining unversioned propositions
Adding an unversioned proposition
Duplicating an unversioned proposition
Editing an unversioned proposition
Editing unversioned propositions in bulk
Defining the validity period for unversioned propositions
Converting groups with unversioned propositions
Creating a property
Modifying a proposition hierarchy
Deleting unversioned propositions
Deleting versioned propositions
Deleting a business issue or a group
Accessing the Proposition Management landing page
About Strategy rules
Completing the Strategy rule form
Strategy rule form - Completing the Strategy tab
Decision strategy components
Sub Strategy
Embedded strategy
Configuring audiences for multiline decision strategies
Enabling multiple audiences in decision strategies through the Embedded strategy shape
Defining a Prediction shape
Import component
Decision analytics & business rules
Enrichment
Arbitration
Selection
Aggregation
External input
Strategy results
Strategy rule form - Using the Strategy Properties tab
Strategy rule form - Completing the Auto-Run Results tab
Strategy rule form - Completing the Pages & Classes tab
Globally optimized strategy
Creating a globally optimized strategy
Strategy canvas accelerators and keyboard shortcuts
Strategy methods
Returning a list of propositions
Returning a list of properties
Computing segment logic
Configuring business rules
About Decision Data rules
Completing the Decision Data rule form
Completing the Data tab
Completing the Form tab
Customizing the Decision Data rule form
Configuring Decision Data rule form fields
About Decision tables
Creating decision tables
Completing the Pages & Classes tab
Completing the Results tab
Completing the Table tab
About Decision Trees
Creating decision trees
Completing the Decision tab (Advanced format)
Completing the Decision tab (Basic format)
Completing the Pages & Classes tab
Completing the Configuration tab
Completing the Configuration tab
Configuring property evaluation in a decision tree
About Map Values
Map Values
Completing the Matrix tab
Completing the Configuration tab
Completing the Pages & Classes tab
Configuring rows and columns in a map value
Unit testing a map value
About Proposition Filter rules
Proposition Filters
Configuring the specific criteria for the Proposition Filter rule
Configuring the default criteria for the Proposition Filter rule
Testing Proposition Filter rules with audience simulations
About Adaptive Model rules
Adaptive Model rules - Completing the Create, Save As, or Specialization form
Outcomes tab on the Adaptive Model form
Parameters tab on the Adaptive Model form
Pages & Classes tab on the Adaptive Model 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
About Predictive Model rules
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
Parameters tab on the Predictive Model form
Adding parameterized predictors
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
Scorecard rules
Creating a Scorecard rule
Defining predictors for scorecards
Mapping score ranges to decision results
Testing the scorecard logic
Scorecard rule form - Pages & Classes tab
Understanding business rules
More about Decision Trees
More about Decision Tables
More about Map Values
Test run labels
Configuring single case runs
Configuring batch case runs
Decision statistics
Performance statistics
Predicting customer behavior
Getting started with Prediction Studio
Prediction Studio overview
Setting up your environment
Setting access to Prediction Studio
Changing your workspace
Specifying a repository for Prediction Studio models
Specifying a database for Prediction Studio records
Configuring the default rule context
Enabling outcome inferencing
Analyzing example projects and models in Prediction Studio
Clearing deleted models in Prediction Studio
Anticipating customer behavior and business events by using predictions
Creating predictions
Developing and managing models
Adaptive analytics
Defining an adaptive model
Creating an adaptive model
Adding adaptive model predictors
Adding a predictor to an adaptive model
Adding multiple predictors to an adaptive model
Adding parameterized predictors
Enabling predefined Interaction History predictors for existing adaptive models
Defining outcome values in an adaptive model
Configuring advanced settings for adaptive models
Extracting historical responses from adaptive models
JSON file structure for historical data
Adaptive models monitoring
Viewing summarized adaptive model reports
Generating and downloading a model report
Viewing a model report
Model report details
Predictor report details
Viewing the predictors overview
Predictor performance information
Adaptive model methods
Obtaining predictor information
Training adaptive models
Deleting adaptive models
Predictive analytics
Creating a predictive model
Creating a Pega predictive model
Template categories for creating predictive models
Importing a predictive model
Specifying the H2O Driverless AI license key
Importing the H2O implementation library
Editing an imported model
Configuring custom functions of a PMML model
XSD validation and PMML error messages
Supported models for import
Connecting to an external model
Configuring a machine learning service connection
Metadata file specification for predictive models
Supported Amazon SageMaker models
Configuring a predictive model
Editing settings for a predictive model
Outcome definition settings
Sample construction settings
Data analysis settings
Predictor grouping settings
Genetic algorithm settings
Score distribution settings
Reclassifying score distribution
Preparing data
Selecting a data source
Constructing a sample
Defining an outcome
Defining the outcome field for scoring and extended scoring models
Defining a previous decision
Defining the outcome field for spectrum models
Analyzing data
Defining the predictor role
Analyzing and configuring predictors
Raw distribution
Binning predictors
Binning numeric predictors
Binning symbolic predictors
Grouping options for predictors
Auto grouping option for predictors
Managing grouping options for numeric predictors manually
Managing grouping options for symbolic predictors manually
Outcome inferencing
Checking distribution of accepts
Constructing an inference sample
Checking similarity based inference
Checking inference tuning
Comparing inference results
Performing final data analysis
Virtual fields
Adding virtual fields
Modifying a virtual field
Deleting a virtual field
Generating data analysis reports
Developing models
Grouping predictors
Creating models
Creating a regression model
Creating a decision tree model
Creating a bivariate model
Creating a genetic algorithm model
Computation models
Benchmark models
Sensitivity of models
Analyzing models
Comparing scores generated by models
Checking score distribution
Comparing the classification of scores generated by models
Selecting a model for deployment
Predictive models monitoring
Metrics for measuring predictive performance
Monitoring a predictive model
Viewing a predictive model report
Predictive models management
Creating a custom template for creating a predictive model
Exporting a project
Importing a project
Types of predictive models
Text analytics
Building text analyzers
Topic detection
Configuring topic detection
Sentiment analysis
Configuring sentiment analysis
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
Building sentiment analysis models
Setting up a sentiment analysis model
Preparing data for sentiment analysis
Uploading data for training and testing of the sentiment analysis model
Defining the training set and training the sentiment analysis model
Reviewing the sentiment analysis model
Saving the sentiment analysis model
Building text categorization models
Creating keyword-based topic detection models
Creating rules for keyword-based topic detection models
Defining a taxonomy
Creating machine-learning topic detection models
Setting up a topic detection model
Preparing data for topic detection
Uploading data for training and testing of the topic detection model
Defining the training and testing samples for topic detection
Creating the topic detection model
Reviewing the topic detection model
Saving the topic detection model
Building text extraction models
Creating entity models
Building machine-learning text extraction models
Preparing data for text extraction
Defining the training set and training the text extraction model
Accessing text extraction model evaluation reports
Saving the text extraction model
Building intent detection models
Setting up an intent detection model
Preparing data for intent detection
Uploading data for training and testing of the intent detection model
Defining training and testing samples, and building the intent detection model
Accessing intent analysis model evaluation reports
Saving the intent detection model
Managing text analytics models
Managing incomplete text analytics models
Managing complete text analytics models
Testing text analytics models
Migrating text analytics models
Exporting text analytics models
Importing text analytics models
Updating training data for text analytics models
Sentiment lexicons
Text analytics accuracy measures
Managing data
Creating data sets
Creating summaries
Accessing text analytics resources
Model management
Viewing recent responses for adaptive and predictive models
Clearing models
Deleting adaptive models
Updating adaptive models
Uploading customer responses
Adaptive model details
Migrating adaptive model schema
Accessing the Adaptive Model Schema Migration landing page
Adaptive Models Schema Migration
Viewing Prediction Studio notifications
Simulating next-best-action changes
Comparing decision results in the 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
Visual Business Director planner
Simulation testing
Creating simulation tests in Customer Decision Hub
Running simulation tests
Running simulation tests from the strategy form
Complying with policies or regulations by detecting unwanted bias
Bias measurement
Customer Decision Hub
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
Customer Decision Hub
Simulation methods
Creating a simulation run
Starting a simulation run
Managing the business-as-usual changes
Addressing changing business requirements
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
Creating simulation tests
Managing simulation tests
Managing application data
Viewing application integration and data connections
Managing data and integrations with the Integration Designer
Simulated data objects in the Integration Designer
Viewing the integration landscape
Data modeling
Creating a model for your data
Creating a data object
Defining the fields in a data object
Adding records to a data object
Creating a data object using a JSON file
Best practices for data modeling
Troubleshooting errors in your data model
Exploring the data model
Viewing an application data model
Viewing the data model for a case
Viewing the data model for a data object
Managing data objects
Storage and display of fields
Renaming a data object
Deleting a data object
Connecting a data object to a system of record
Reusing data
Managing your data model
Defining the fields in a data object
Changing the type of a field
Troubleshooting field errors
Reusing data records
Referencing data from another data object
Adding data references to forms
Managing application data
Bringing data into your application
Integrating data from a REST service when creating a data object
Creating a data object 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 object
Mapping fields for the POST method when creating a data object
Integrating data from a REST service for an existing data object
Connecting existing data objects 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 objects
Mapping fields for the POST method for existing data objects
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 object
Preparing your data for production
Data views
Reviewing the data views for a data object
Updating connections and field mappings for a data source
Simulating data
Turning on data source simulation
Turning off data source simulation
Adding data to embedded structures when simulating data
Preparing your data for production
Upgrading REST connectors in
App Studio
Managing UI Views
Creating a view for a data object
Troubleshooting data in UI elements
Reporting
Report types
Creating a report
Duplicating existing reports
Creating report categories
Editing a report
Report Editor
Adding columns to reports
Sorting and grouping columns in list reports
Data Explorer
Adding filter conditions
Editing filter conditions
Editing the logic for filter conditions
Adding or editing charts
Removing charts by using the Report Editor
Converting a list report to a summarized report
Converting a summarized report to a list report
Running a report
Report results
Actions menu options for reporting
Standard reports by category
Report List features
Conversational channels
Pega Email Bot overview
Pega Intelligent Virtual Assistant overview
Unified Messaging
channel overview
Conversational channel user roles
Understanding text analysis
Exploring text analyzers
Implementing an email bot for an Email channel
Building an Email channel
Creating an Email channel
Setting up an Email channel
Adding email accounts for email handling
Selecting a reference operator for an Email channel
Enabling rich HTML text in emails
Selecting languages for an Email channel
Defining Email channel behavior
Adding suggested cases for an Email channel
Setting up text analysis for a suggested case
Setting up entity property mapping
Defining suggested responses for an Email channel
Configuring email analysis
Defining topics for text analysis for an email bot
Enabling subject analysis in email
Enabling email attachments analysis during email triage
Enabling automatic language detection for text analysis
Configuring intelligent email routing
Selecting the routing processing mode
Adding a routing condition based on email header content
Adding a routing condition based on NLP text analysis
Adding a routing condition based on a when rule
Testing email routing conditions
Using the Email channel
Training data for the Email channel
Enabling the training data recording for an email bot
Creating training data manually for an email bot
Correcting training data in an email bot
Editing data records
Correcting identified topics
Correcting identified languages
Creating entities for an email bot
Correcting existing entities
Transferring training data to another email bot
Exporting training data for an email bot
Importing training data for an email bot
Applying changes to a text analytics model for an email bot
Triaging incoming emails
Understanding the email triage process
Replying to users by email for an email bot
Sending Pulse messages for an email bot
Transferring triage cases
Spinning off business cases for an email bot
Detecting duplicate or related cases for an email bot
Mapping to duplicate or related cases for an email bot
Linking related cases for an email bot
Resolving triage cases
Setting up work queues for email processing
Implementing an Intelligent Virtual Assistant for a conversational channel
Building a conversational channel
Creating a conversational channel
Creating an Alexa channel
Creating an Alexa skill definition
Setting up an Alexa channel
Updating the Alexa skill configuration
Testing the Alexa skill definition
Creating a
Unified Messaging
channel
Configuring
Unified Messaging
channel security
Setting up a
Unified Messaging
channel
Setting up the IVA for Apple Business Chat
Setting up the IVA for Facebook
Setting up the IVA for SMS/MMS (Twilio)
Setting up the IVA for Twitter
Creating a Web Chatbot channel
Setting up a Web Chatbot channel
Embedding a chat window for the Web Chatbot channel
Template operator for IVA channel
Defining conversational channel behavior
Adding a conversation to a case type
Adding a conversational channel to a case type process
Adding questions to a conversation
Adding suggested cases for a conversational channel
Defining suggested responses for a conversational channel
Configuring text analyzer settings
Defining topics for text analysis for an IVA
Configuring system responses for a conversational channel
Simulating a conversation and building a chatbot
Verifying chatbot responses
Correcting and accepting a detected topic
Validating detected entities
Modifying chatbot response questions
Extracting data from a conversation
Creating entities for an IVA
Mapping entities in conversation text
Applying simulation changes to a text analytics model
Document Processing Service component
User interface
Designing your user interface
Learning about out-of-the-box user interface capabilities
Learning about design templates
Designing a future-proof UI
Designing a persona-based UI
Learning about personas
Learning about portals for personas
Learning about pages
Learning about forms
Learning about design systems
Building portals
Creating a portal
Providing persona-based access to a portal
Previewing a portal
Adding, editing, and deleting a preview device
Organizing the contents of a portal
Adding a widget to your dashboard
Creating a page for an application
Creating the main menu for a portal
Generating the navigation menu for a portal
Updating the navigation menu for a portal
Defining a theme and a logo for a portal
Configuring portal structure
Referencing data
Understanding data objects
Enabling run-time data object editing
Understanding autopopulation
Styling your application
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
Updating the UI Kit in your application
Forms and fields
Controls
Standard controls
Defining the behavior of form elements
Adding text to form elements
Adding actions to a control
Copying, moving, or deleting a control
Styling 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
Automating source synchronization in controls
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 Anypicker control
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
Control form - Actions tab
Creating an action set
Available actions and conditions
Applying design templates
Configuring views for cases
Configuring dynamic views
Customizing a user portal in the phone preview
Customizing the case details section
Adding action buttons to a case header
Adding buttons to the case action header
Building forms for case types
Reusing fields on forms
Restrictions on field and form reuse
Reusing forms
Adding single-value fields to forms
Configuring a user reference on a form
Adding field groups to forms
Adding a field group to your data model
Adding a field group list to your data model
Adding data references to forms
Configuring a data reference on a form
Adding field group lists to forms
Setting table column visibility
Validating field input
Restricting user input in a field
Creating a picklist
Converting plain text to rich text
Securing an attachment field
Creating a calculated field
Creating a field group
Creating a field group list
Configuring a form at run time
Configuring a work area at run time
Configuring a region at run time
Styling controls at run time
Configuring a table at run time
Configuring a case at run time
Supported display modes by field type
Creating and managing pages for applications
Creating a page for an application
Editing a page of an application
Modifying the name and icon of a page
Removing a page from your application
Configuring role-based page access
Localizing your 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
Mobile
Designing applications for mobile use
Learning about user interface design guidelines for mobile apps
Developing mobile apps
Setting up mobile apps
Adding content to mobile apps
Designing a new mobile list page
Adding a search gadget
Adding a floating action button
Adding items to the menu bar
Previewing mobile apps
Enhancing mobile apps
Applying a custom theme to mobile apps
Customizing the image assets of mobile apps
Engaging mobile users with push notifications
Configuring push notifications for Android apps
Configuring push notifications on iOS
Push notifications in a mobile app for iOS
Sending push notifications with the push console
Adding the push notifications shape to a workflow
Generating native mobile apps
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
Generating installation packages
Exporting an unsigned iOS app
Selecting a specific client version
Setting up an alternative host
Troubleshooting mobile apps
Troubleshooting an iOS mobile app
Device logs
Retrieving device logs
Viewing device logs
Working with offline-enabled mobile apps
Designing apps for offline mode
Learning about guidelines for designing offline-enabled mobile apps
Learning about guidelines for designing user interface for offline-enabled apps
Enabling case processing in offline-enabled mobile apps
Understanding offline features
Understanding offline data synchronization
Data synchronization JavaScript API
Offline case packaging optimization during synchronization
Propagating application model changes to offline-enabled mobile apps
Understanding flow processing in offline mode
Offline-supported flow processing features
Understanding offline-supported actions
Understanding offline-supported local actions
Offline-supported actions
Understanding offline-supported controls
Offline-supported controls
Attach content support in offline mode
Packaging a signature after the work object is resolved
Understanding when rule support in offline mode
Understanding decision table support in offline mode
Understanding decision tree support in offline mode
Understanding validate rule support in offline mode
Adding validate rules to a white list for offline use
Understanding function rule support in offline mode
Offline-supported function rule libraries
Accessing a list of supported JavaScript functions for a utility library
Understanding data transform support in offline mode
Requirements for surveys in offline mode
Enabling online-only features in offline mode
JavaScript API for running any activity in offline mode
JavaScript API for scheduling any activity in offline mode
Adjusting performance of offline apps
Adjusting usability of offline apps
Server-side postprocessing in offline mode
Securing mobile apps
Selecting an authentication service
Increasing mobile app security with time-outs and native locks
Making mobile apps available to users
Distributing mobile apps
Downloading a mobile app in a binary file
Publishing the QR code
Performing advanced mobile app development tasks
Mobile app branding and layout
Configuring a layout for the reuse of a web portal
Configuring a layout with advanced mobile features
Configuring the bottom bar
Customizing fonts for the native mobile app components
Uploading custom font files
Modifying the fonts settings file for font customization
Modifying the application skin for font customization
Replacing the icon font in imported applications
Converting the icon font for imported applications
Uploading custom font files
Creating the font settings file for imported applications
Modifying the font settings file for imported applications
Configuring search in mobile apps
Native search capability in mobile apps
Configuring categories for mobile search
Configuring a search action in a mobile app
Configuring direct authentication against an external OIDC server for Pega Infinity Mobile Client
Custom parameters for direct authentication against an external OIDC server
Configuring the client registration for Pega Infinity Mobile Client authentication against an external OIDC server
Enabling the mobile authentication service for Pega Infinity Mobile Client authentication against an external OIDC server
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
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
Application URL alias
Adding an application URL alias
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 operators
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
Creating a SAML SSO authentication service
Creating an OIDC SSO authentication service
Creating a Google authentication service
Authorization
Role-based access control
Operators
Creating operator IDs
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
Granting personas access to channels and pages
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
Data Encryption
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 generation JSON Web Token profile
Configuring activities to generate a JSON Web Token
Previewing the JSON Web Token profile
Creating a processing JSON Web Token profile
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
Content security policy directives
Allowing a website as an exception to a content security policy directive
Configuring the deserialization filter
Java deserialization
Configuring the Java injection check
Managing your system
System administration
Keeping Pega Platform current
Applying hotfixes to an on-premises system
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
Configuring your system
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
Viewing application settings
Categorizing application settings
Defining production-level application setting values
Using 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 path to an external log viewer
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)
System settings in
Admin Studio
Viewing system settings for troubleshooting
Changing the storage destination for the import data wizard, BIX, and file listeners
Managing rules
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
System Operations
Configuring connection pools for external databases by using the prconfig file
Reference
PublicAPI
React UI preview
Installing the Docker container with React UI
Configuring Pega Platform for React UI
Testing React UI for an application
Glossary
Trademarks and copyright