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- Getting started for development teams
- Setting up your environment
- Developing an application
- Low-code application development
- Getting started with low-code application development
- Exploring application
- Building your first application
- Basic requirements for deploying public-facing applications
- Understanding project roles and personas
- Operators (users)
- Learning about access groups
- Creating 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
- Adding feed sources to activity feeds
- Determining default feed sources
- Configuring Pulse for case types
- Configuring display of Pulse messages
- Choosing a context for Pulse messages
- Posting a message in Pulse
- Replying to a message in Pulse
- Configuring Pulse email notifications
- Enhancing a message in Pulse
- Managing Pulse messages
- Creating a task in Pulse
- Collaborating with users by using spaces
- Collaborating on shared content by using documents
- Collaborating with users by using Pulse
- Creating a Microjourney for customer success
- Designing applications for reuse and extension
- Rules in Pega Platform applications
- Creating a rule
- Organizing rules
- Organizing rules into rulesets
- Organizing rules into classes
- Understanding class layers
- Understanding class hierarchy and inheritance
- Understanding external classes
- Creating 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
- 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
- Rule resolution
- Changing the scope of rules
- Checking out a rule
- Restoring the earlier state of a rule
- Finding deprecated rules in sections
- Exploring 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
- Comparing rules by version
- Comparing rules by system
- Bookmarking a rule
- Searching for a rule
- Reporting on rules
- Viewing rule history
- Viewing rule versions
- Viewing the generated Java of a rule
- Viewing the XML of a rule
- Delegating a rule or data type
- Importing the legacy ruleset from the Resource Kit
- Referencing properties
- Branches and branch rulesets
- Configuring an application to use branches and branch rulesets
- Branch operations
- Unit testing individual rules
- Unit testing UI rules
- Unit testing data model rules
- Unit testing decision rules
- Unit testing process rules
- Unit testing report rules
- Unit testing technical rules
- Unit testing parse rules
- Unit testing service rules
- Unit testing a Service EJB rule
- Unit testing a Service Email rule
- Unit testing a Service File rule
- Unit testing a Service HTTP rule
- Unit testing a Service Java rule
- Unit testing a Service JMS rule
- Unit testing a Service JSR 94 rule
- Unit testing a Service dotNet rule
- Unit testing a Service MQ rule
- Unit testing a Service SAP Rule
- Unit testing a Service SAPJCo rule
- Unit testing a Service SOAP rule
- Viewing clipboard pages created by unit testing a rule
- Understanding continuous integration and delivery pipelines
- Managing relevant records and components
- Calculating values and making decisions
- Data transforms
- Data Transforms - Completing the Create, Save As, or Specialization form
- Configuring a data transform
- 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
- Configuring the JSON data transforms settings column on the Data Transform form
- Data Transform form - Completing the Pages & Classes tab
- Adding data transform to a process
- Standard Data Transforms
- More about data transforms
- Unit testing a data transform
- About Decision tables
- About Decision Trees
- About Map Values
- When Condition rules
- Data transforms
- Calculating or validating values automatically
- About Constraints rules
- About Declare Expression rules
- Declare Expression form - Completing the Change Tracking tab
- 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
- Viewing the declarative network
- About Declare OnChange rules
- Declare Trigger rules
- Defining conditions in the condition builder
- Creating an activity
- Creating a toggle
- Optimizing application load time
- Rules in Pega Platform applications
- Engaging with stakeholders to define a Microjourney
- Adopting feature-driven development
- Feature order
- Creating features
- Creating subfeatures
- Managing application features
- Estimating application development
- Tracking feature-driven development
- Collaborating with development teams
- Integrating Agile Workbench with Jira in Pega Platform from 8.3.x
- Integrating Agile Workbench with Jira in Pega Platform 8.1.x to 8.2.x
- Integrating Agile Workbench with Jira in Pega Platform 7.3.x to 7.4.x
- Documenting your application
- Creating project documents for stakeholders
- Exporting a data model into a document
- Contents of application overview and data model documents
- 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 guidance for developers
- Adopting feature-driven development
- 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
- Configuring trace conditions
- Tracing and capturing events
- Tracing services
- Viewing Tracer results in the Tracer window
- Clipboard tool
- Log files tool
- My Alerts display
- Viewing and resolving errors
- Viewing in-progress and completed wizards
- Creating connector simulators
- Testing regular expressions
- The DateTime parse tester tool
- About the bulk Revalidate and Save tool
- Application Structure landing page
- Getting started with low-code application development
- Testing applications in the DevOps pipeline
- Analyzing application quality metrics
- Setting up for test automation
- PegaUnit testing
- Understanding unit test cases
- Creating unit test cases for rules
- Creating unit test cases for flows and case types
- Creating unit test cases for rules
- Configuring activity status assertions
- Configuring assigned to assertions
- Configuring attachment exists assertions
- Configuring case instance count assertions
- Configuring case status assertions
- Configuring decision result assertions
- Configuring expected run-time assertions
- Configuring list assertions
- Configuring page assertions
- Configuring property assertions
- Configuring result count assertions
- Opening a unit test case
- Viewing test case results
- Running a unit test case
- Exporting a list of test cases
- Grouping test cases into suites
- Setting up and cleaning the context for a test case or test suite
- Viewing unit test reports
- Viewing unit tests without rules
- Managing unit tests and test suites
- Running test cases and suites with the Execute Tests service
- Understanding Pega Platform 7.2.2 and later behavior when switching between Pega unit testing and Automated Unit Testing features
- Working with the deprecated AUT tool
- Understanding unit test cases
- UI testing
- Testing with Selenium starter kit for CRM
- Creating UI-based tests with scenario testing
- Case management
- Introduction to case management
- Automating work by creating case types
- Case types
- Case life cycle elements
- Stages in a case life cycle
- Processes in a case life cycle
- Steps in a case life cycle
- Learning about step types
- Adding single steps to processes
- Collecting information from a user
- Adding instructions to assignments
- Requesting approval from users
- Adding a preconfigured step to a process
- Attaching content to a case
- Attaching screen captures to a case
- Creating contextual cases
- Collecting digital signatures in a case
- Finding duplicate cases
- Generating case documents
- 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
- Views for cases
- Configuring case type settings
- Configuring general case type settings
- Sharing data between parent and child cases
- Configuring case creation
- Creating a case by using an API
- Defining case participants
- Notifying participants about events
- Enabling field-level auditing
- Managing concurrent access to a case
- Enabling offline support for case types
- Creating temporary cases
- Configuring Pulse for case types
- Configuring external storage options for attachments
- Configuring complex processes
- Managing case types
- Customizing the Get Next Work logic
- Changing case statuses
- Creating work
- 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
- Creating a service-level agreement rule
- Defining an escalation action for a case
- Defining an escalation action for a stage and a process
- Defining an escalation action for an incomplete assignment
- Managing work across your team
- Engaging and notifying stakeholders
- Empowering knowledge workers
- Enriching cases with external data
- Integrating a case with an external resource
- Enabling cases for creation through web and chat channels
- Designing surveys
- Best practices for creating a survey
- Creating a survey
- 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
- 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
- Configuring case type access
- Decision management
- Getting started with decision management
- Exploring key decision management features with DMSample
- Enabling decision management services
- Configuring the Decision Data Store service
- Configuring the Adaptive Decision Manager service
- Configuring the Data Flow service
- Configuring the Real Time Data Grid service
- Deploying and operating the Stream service
- Configuration settings for nodes
- Configuring logger settings
- Monitoring decision management services
- Storing customer and analytical data
- Managing decision management nodes
- Managing Cassandra as the source of decision management data
- Cassandra overview
- Configuring the Cassandra cluster
- Sizing a Cassandra cluster
- Defining Pega Platform access to an external Cassandra database
- Configuring a Cassandra cluster for internal encryption
- Configuring a Cassandra cluster for external encryption
- Configuring compaction settings for SSTables
- Best practices for disk space management
- Configuring Cassandra compression
- Configuring key cache settings
- Configuring the retry policy
- Configuring multiple data centers
- Modifying Cassandra node routing policies
- Monitoring Cassandra cluster health
- 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
- Database Management
- Simulation and Reporting
- Creating an interaction history summary data set
- Applying sample scripts for archiving and purging
- Interaction methods
- Interaction History methods
- Monitoring interaction results
- Creating a Monte Carlo data set record
- Creating a Visual Business Director data set record
- Synchronizing the Actuals data set
- Creating an interaction history summary data set
- Social media
- File storage
- Run-time data
- Data transfer
- 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
- Making decisions in data flow runs
- Managing data flow runs
- Data flow run limits
- 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
- Deprecated: External data flows
- Deprecated: Creating external data flows
- Deprecated: Creating an external data flow run
- Deprecated: External data flow methods
- Deprecated: Creating and starting an external data flow run
- Deprecated: Starting an external data flow run
- Deprecated: Stopping an external data flow run
- Deprecated: Deleting an external data flow run
- Deprecated: Restarting an external data flow run
- Deprecated: Retrieving the status of an external data flow run
- Creating a data flow
- 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
- Adding local variables in event strategies
- Adding join conditions in event strategies
- Adding filter conditions in event strategies
- Dynamic window size behavior
- Unit testing event strategies
- Creating test cases for event strategies
- Creating an event type in the Event Catalog
- Improving customer experience by creating next-best-actions
- Propositions
- About Strategy rules
- Completing the Strategy rule form
- Decision strategy components
- 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
- Strategy canvas accelerators and keyboard shortcuts
- Strategy methods
- Configuring business rules
- About Decision Data rules
- About Decision tables
- About Decision Trees
- About Map Values
- About Proposition Filter rules
- About Adaptive Model rules
- About Predictive Model rules
- Predictive Model rules - Completing the Create, Save As, or Specialization form
- Predictive model tab on the Predictive Model form
- Model source tab on the Predictive Model form
- Parameters tab on the Predictive Model form
- Configurations tab on the Predictive Model form
- Input mapping tab on the Predictive Model form
- Pages & Classes tab on the Predictive Model form
- Scorecard rules
- Understanding business rules
- Test run labels
- 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
- Predicting customer behavior and business events
- Developing and managing models
- Adaptive analytics
- Predictive analytics
- Creating a predictive model
- Creating a Pega predictive model
- Importing a predictive model
- Connecting to external predictive models
- Configuring a predictive model
- Developing models
- Analyzing models
- Selecting a model for deployment
- Predictive models monitoring
- Predictive models management
- Types of predictive models
- Creating a predictive model
- Managing data
- Model management
- Viewing Prediction Studio notifications
- Getting started with Prediction Studio
- Analyzing natural language
- Labeling text with categories
- Detecting the topics of text fragments
- Comparing keyword-based and machine learning topic detection
- Creating keyword-based topic detection models
- Creating machine learning topic detection models
- Setting up a machine learning topic detection model
- Uploading data for training and testing of the topic detection model
- Defining the training and testing samples for topic detection
- Reviewing the taxonomy for machine learning topic detection
- Training and testing the topic detection model
- Reviewing the topic detection model
- Saving the topic detection model
- Connecting to topic detection models in Cloud AutoML
- Connecting to topic detection models through an API
- Configuring sample containers to use Python models for topic detection
- Configuring a machine learning service connection for topic detection models using REST API
- Creating a text categorization model to run topic detection models through an API
- Frequently asked questions about integrating topic detection models
- Recognizing user intent
- 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
- Determining the emotional tone of text
- Detecting the topics of text fragments
- Extracting keywords and phrases
- Building text analyzers
- Managing text analytics models
- Sentiment lexicons
- Text analytics accuracy measures
- Labeling text with categories
- Simulating next-best-action changes
- Managing the business-as-usual changes
- Understanding business change management, revision management, and pipeline automation
- Understanding the relationship between Pega 1:1 Operations Manager and revision management
- Application overlays
- Launching a revision change request
- Understanding business change management, revision management, and pipeline automation
- Getting started with decision management
- Managing application data
- Viewing application integration and data connections
- Data modeling
- Exploring the data model
- Managing data objects
- Updating your data model
- Managing application data
- Bringing data into your application
- Integrating data from a REST service when creating a data object
- Integrating data from a REST service for an existing data object
- Importing external data
- Using the Data Import wizard
- Importing data from a file
- Applying business logic when importing data
- Troubleshooting import errors
- Customizing the import process
- Adding a custom import purpose
- Removing a custom import purpose
- Preventing users from selecting a data import purpose
- Skipping key validation
- Adding post processing to import
- Processing records and data before and after import
- Importing data by using an API
- Adding data import functionality to your application
- Using the Data Import wizard
- Updating data records
- Data mapping limitations
- Updating connection details and mapping for a data object
- Preparing your data for production
- Bringing data into your application
- Data views
- Preparing your data for production
- Managing UI Views
- Troubleshooting data in UI elements
- Reporting
- Learning about report categories
- Learning about report types
- Learning about Report Browser
- Creating a report
- Running a report
- Editing a report
- Learning about Report Editor
- Learning about Data Explorer
- Modifying list reports
- Modifying summarized reports
- Adding filter conditions
- Adding or editing charts in the Report Editor
- Removing charts in the Report Editor
- Converting a list report to a summarized report
- Converting a summarized report to a list report
- Creating advanced reports
- Learning about report definitions
- Learning about charts
- Defining associations for map charts
- Learning about the Reporting landing page
- Associations
- Removing standard reports and categories from the Report Browser
- Creating an advanced report category
- Creating a report shortcut
- Managing filter options in Report Viewer
- Reviewing usage report statistics
- Creating a dedicated ruleset version for manager reports
- Setting up reports database
- Conversational channels
- Pega Email Bot overview
- Pega Intelligent Virtual Assistant overview
- Understanding text analysis
- Implementing an email bot for an Email channel
- Building an Email channel
- Using the Email channel
- Training the model for the Email channel
- Triaging incoming emails
- Understanding the email triage process
- Replying to customers 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
- Viewing reports for the Email channel
- Managing the Email channel
- Implementing an Intelligent Virtual Assistant for a conversational channel
- Building a conversational channel
- Creating a conversational channel
- Creating a Unified Messaging channel
- Creating a Web Chatbot channel
- Creating an Alexa channel
- Updating the access group for an IVA channel
- Template operator for IVA channel
- Installing the Dialogflow component
- Defining conversational channel behavior
- Simulating a conversation and building a chatbot
- Creating a conversational channel
- Using the conversational channel
- Training the model for the IVA channel
- Enabling training data recording for an IVA
- Creating training data manually for an IVA
- Correcting training data in an IVA
- Transferring training data to another IVA
- Applying changes to a text analytics model for an IVA
- Guidelines for training the model for the IVA channel
- Use case: Training and building the model in an IVA for Web Chatbot
- Training the model for the IVA channel
- Building a conversational channel
- User experience
- Designing your user interface
- Building portals
- Creating a portal
- Providing persona-based access to a portal
- Defining a custom header for a portal
- Organizing the contents of a portal
- Defining a theme and a logo for a portal
- Previewing a portal
- Building forms for case types
- Forms and views
- Case and workflow views
- Adding UI elements to forms
- Controls
- Adding controls
- Configuring controls
- Copying, moving, or deleting a control
- Defining the behavior of a control
- Managing editing options for controls
- Selecting the property reference for a control
- Automating source synchronization in controls
- Adding text to controls
- Adding actions to a control
- Adding icons to controls
- Styling controls at run time
- Adding custom attributes for version 1 DX API to auto-generated controls
- Data capture controls
- Text controls
- Configuring a Date Time control
- Selecting the date and time format
- Specifying calendar navigation options
- Restricting the years displayed
- Specifying minute intervals
- Specifying week display
- Disabling the selection of weekend days
- Specifying time zones for Date Time controls
- Setting a date range
- Understanding the Date, TimeofDay, and DateTime property types
- Adding a Currency control
- Adding an Integer Control
- Adding a Signature capture control
- Picker controls
- Action controls
- Data display controls
- Adding a Text control
- Configuring a text label in a layout cell or header
- Adding paragraphs to place rich text in a layout cell or header
- Configuring icon controls
- Adding a chart
- Adding and configuring an Advanced data visualization control
- Geographic reference
- Timeline controls
- Adding a video to a section
- Adding a Tooltip
- Creating custom controls by using third-party JavaScript libraries
- Creating auto-generated custom controls
- Fields
- Controls
- Adding a multistep form to a stage
- Creating custom forms
- Portal structure
- Harnesses
- Harness form -
- 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
- Best practices for sections and layouts
- Sections
- Creating sections
- 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
- Disabling the list of recent items
- About HTML Fragment rules
- About HTML rules
- Unit testing a section
- Creating sections
- Layouts
- Organizing your form
- Working with dynamic layouts
- Configuration options for layouts
- Creating a dynamic layout
- Layout Groups
- Creating a columns layout
- Creating a repeating dynamic layout
- Creating a dynamic layout group
- Creating a table layout
- Table layout structure
- Table layout - Presentation tab
- Table layout - Operations tab
- Arranging column visibility by importance
- Prioritizing information in tables
- Configuring table activities
- Configuring drag-and-drop functionality for tables
- Optimizing table code
- Enabling table personalization
- Configuring the table toolbar
- Creating a hierarchical table layout
- Creating a navigational tree layout
- Creating an External web component
- Referencing data
- Modal dialog box
- About Navigation rules
- Reusing UI Gallery examples in an application
- Configuring a form at run time
- Configuring a work area at run time
- Configuring a region at run time
- Configuring a table at run time
- Configuring a case at run time
- Supported display modes by field type
- Enabling spell checking in user forms
- Legacy forms
- Styling your application with design systems
- Skins
- Best practices for styling your application
- Creating skins
- Specifying a skin for your application
- Component style formats
- Creating style formats
- Styling a layout
- Styling a control
- Removing style formats
- Finding sections that use a specific format
- General components styles
- 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
- Skin form — Components tab — General — Modal dialogs
- Skin form — Components tab — General — Modal dialogs
- Skin form — Components tab — General — Overlays
- 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
- Component styles for layouts
- Configuring a responsive user interface
- Skin form — Components tab — Layouts — Accordions — Header tab
- Skin form — Components tab — Layouts — Accordions — Body tab
- Skin form — Components tab — Layouts — Containers
- Skin form — Components tab — Layouts — Containers
- Skin form — Components tab — Layouts — Containers
- Skin form: column layouts
- Skin form — Components tab — Layouts — Dynamic layouts
- Skin form — Components tab — Layouts — Layout Groups
- Skin form — Components tab — Repeat-row/columns
- Skin form — Components tab — Repeat-row/columns
- Skin form — Components tab — Layouts — Tabs
- Skin form — Components tab — Layouts — Tabs
- Skin form — Components tab — Layouts — Trees and tables - General tab
- 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
- 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
- Component styles for controls
- Skin form — Components tab — Controls — Autocomplete
- Skin form — Components tab — Controls — Autocomplete
- Skin form — Components tab — Controls — Buttons
- Skin form — Components tab — Controls — Charts
- Skin form — Components tab — Controls — Check boxes
- Skin form — Components tab — Controls — Dropdowns
- Skin form — Components tab — Controls — Labels
- Skin form — Components tab — Controls — Links
- Skin form — Components tab — Controls — Menus
- Skin form — Components tab — Controls — Menus
- Skin form — Components tab — Controls — Menus
- Skin form — Components tab — Controls — Radio buttons
- Skin form — Components tab — Controls — Rich Text Editor
- Skin form — Controls — Tooltip
- Skin form — Components tab — Controls — Smart tip and Smart info
- Skin form — Components tab — Controls — Smart tip and Smart info
- 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
- Skin form — Components tab — Controls — Multi Select
- Component styles for reports
- Mixins
- Included styles
- Creating a custom style
- Attaching a CSS to the skin
- Skin inheritance
- Base Settings
- More about Skin rules
- Updating the UI Kit in your application
- Managing Cosmos UI settings in case designer
- CSS helper classes
- Overriding disabled inherited screen layout formats
- Skins, Interfaces, & Templates landing page
- Customizing fonts for your Pega application
- Customizing login screens for your Pega application
- Icon fonts
- Skins
- Debugging your UI
- Localizing your application
- Building an accessible UI
- Building custom UI capabilities
- Previewing Cosmos React UI
- Mobile solutions
- Mobile features overview
- Designing applications for mobile use
- Developing mobile apps
- Generating native mobile apps
- Troubleshooting mobile apps
- Working with offline-enabled mobile apps
- Designing apps for offline mode
- Enabling case processing in offline-enabled mobile apps
- Understanding offline features
- Data synchronization in offline mode
- Flow processing in offline mode
- Actions in offline mode
- Controls in offline mode
- When rules in offline mode
- Decision tables in offline mode
- Decision trees in offline mode
- Validate rules in offline mode
- Function rules in offline mode
- Data transforms in offline mode
- Enabling online-only features in offline mode
- Securing mobile apps
- Distributing mobile apps
- Performing advanced mobile app development tasks
- Mobile app branding and layout
- Configuring search in mobile apps
- Configuring direct authentication against an external OIDC server for Pega Infinity Mobile Client
- Configuring application package-based mobile app
- Mobile certificates page
- Selecting a specific client version
- Setting up an alternative host
- Security
- Assessing your application using the Security Checklist
- Authentication
- Creating an authentication service
- Authentication services
- Configuring login authentication with basic credentials
- 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 SSO login authentication with a SAML identity provider
- 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 custom or Kerberos login authentication
- 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 SSO login authentication with an OpenID Connect identity provider
- Configuring the identity provider for an OpenID Connect SSO authentication service
- 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 login authentication for an anonymous operator
- 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
- Configuring login policies such as multi-factor authentication, CAPTCHA, and attestation
- Authenticating requests in services
- 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
- Setting up an OAuth 2.0 provider
- Setting up an OAuth 1.0 client
- Creating a WS-Security profile data instance
- Creating a web service policy data instance
- Creating an identity mapping data instance
- Securing your application for mashup communication
- Creating an authentication profile
- Creating a SAML SSO authentication service
- Creating an OIDC SSO authentication service
- Creating a Google authentication service
- Creating an authentication service
- Authorization
- Role-based access control
- Operators (users)
- Learning about access groups
- Viewing access groups and operators
- Creating an access group
- Assigning work pools to an access group
- 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
- Configuring advanced settings for access groups
- Creating an application ID data instance
- 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
- Managing 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
- Using advanced settings for access roles
- Understanding role permissions and privileges in Access Manager
- Attribute-based access control
- Client-based access control
- Role-based access control
- Auditing
- Security operations
- Searching for security vulnerabilities in rules
- Encrypting application data
- Creating a keystore for application data encryption
- Keystores
- Importing an X.509 certificate
- Configuring an Amazon Key Management Service (KMS) key rotation
- 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
- Changing the default keystore caching settings
- Creating a token profile
- Mitigating common (OWASP Top 10) security vulnerabilities
- Low-code application development
- Managing your system
- System administration
- Keeping Pega Platform current
- Configuring your system
- Configure system settings from Dev Studio
- 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
- 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
- Specifying system-wide security parameters by using system data instances
- Project Management Framework (PMF)
- Database data instances
- System settings in Admin Studio
- Changing the storage destination for the import data wizard, BIX, and file listeners
- Managing rules
- Configure system settings from Dev Studio
- System Operations
- Reference
- PublicAPI
- Data transforms
- Data Transforms - Completing the Create, Save As, or Specialization form
- Configuring a data transform
- 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
- Configuring the JSON data transforms settings column on the Data Transform form
- Data Transform form - Completing the Pages & Classes tab
- Adding data transform to a process
- Standard Data Transforms
- More about data transforms
- Unit testing a data transform
- About Decision tables
- About Decision Trees
- About Declare Expression rules
- Declare Expression form - Completing the Change Tracking tab
- 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
- About Declare OnChange rules
- Declare Trigger rules
- About Edit Validate rules
- Find Rules landing page
- Field values
- Function Alias rules
- Function rule
- Library rules
- About Map Values
- Messages
- Paragraphs
- Properties
- Properties - Completing the Create, Save As, or Specialization form
- Property form - Completing the General tab
- 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
- Property Qualifier rules
- About Edit Input rules
- Specifications and requirements
- Creating a specification
- Specifications
- 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
- 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
- Creating a specification
- About Validate rules
- When Condition rules
- Glossary
- Trademarks and copyright
2020-08-21