Navigation record
Portal record
Skin record
Harness record
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Identify the user role of the type of user who would access the portal.
Configure the positioning of the navigation pane within the portal.
Change the application(s) available to users.
Determine which skin to use to apply branding to the portal.
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Avoid sourcing controls and grids from data pages.
Use controls that allow tapping.
Layout widths should be specified in pixels since the response breakpoint is set in pixels.
Use layout groups instead of containers to group sections in harnesses.
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A field value
A page list
An attachment
A class
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Source the list using a data page.
Define the layout widths in pixels.
Use a grid and mark the columns in the grid as primary, secondary, and other.
Use a repeating dynamic layout.
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Skin
Control
Format
Mixin
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Control
Overlay
Mixin
Format
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A control specifies a format which uses a mixin.
A format uses a mixin that defines a control.
A control specifies a mixin which defines a format.
A mixin specifies a control which defines a format.
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Child skins can reuse mixins and formats from other child skins with the same parent.
In order to maintain consistency, child skins cannot modify formats and mixins from the parent skin.
Creating standard styles in a parent skin are easier to maintain.
Child skins only need to customize the parent skin.
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Organization
Division
Framework
Implementation
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Division
Framework
Implementation
Organization
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Framework
Division
Implementation
Organization
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Rulesets cannot be versioned.
There are no extra steps if the ruleset version is up-to-date.
Change the decision table item numbers.
Lock the ruleset to prevent automatic versioning.
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Application versioning provides the ability to version data classes without impacting existing data classes.
Application versioning provides a means to organize applications by priority.
Application versioning provides the ability to clone rules.
Application versioning preserves prior application versions.
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Skimming saves checked out rules. Lock and roll does not save checked out rules.
Pega provides a skimming wizard but not a lock and roll wizard.
Skimming is most efficient for major and minor updates. Lock and roll is most useful for patches.
Skimming carries blocked rules forward. Lock and roll does not carry blocked rules forward.
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Rule_D
Rule_B and Rule_C
All rules
Rule_B, Rule_C, and Rule_D
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Operator
Organization
Work group
Access group
Application
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Rules in ClaimsFWInt can reference rules in ClaimsFW
Rules in ClaimsInt can reference rules in Claims
Rules in ClaimsFW can reference rules in Claims
Rules in Claims can reference rules in ClaimsFW
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Rules in ClaimsInt can reference rules in Claims
Rules in Claims can reference rules in MyCo
Rules in MyCo can reference rules in Claims
Rules in MyCo can reference rules in MyCoInt
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BankCorp
BankCorpInt
CreditCheck
AccountManagementInt
AccountManagement
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Save a copy of the original rule into the base ruleset
Create a team application
Give team members access to the team application
Circumstance the original rule
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Is based off of another ruleset
Contains rules that are not in active development
Is designed for large projects
Prevents developers from seeing work of all team members
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Use DB trace to identify conflicts
Check in rules to merge
Review conflicts and warnings
Check out rules to merge
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Instance Four
Instance Three
Instance Six
Instance Five
Instance One
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The class (context) of a rule takes precedence over the availability of the rule.
If a user does not have access to the selected rule, the system sends a message that it could not find an appropriate rule to execute.
If the system finds more than one rule instance during rule resolution, users are provided with a choice of which rule to use depending on context.
Rule resolution applies to rules that are instances of classes derived from the Rule- and Work- base classes.
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Final
Not Available
Blocked
Withdrawn
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Define the values used in a circumstance
Help improve business users' ability to adapt to changing business conditions
Separate the functional behavior of a rule from specific business contexts
Copy data from a data page option on a property
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Local
Param
THIS
Parent
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Required
Default value
Data type
Name
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Data is stored in the database.
The case is stored in memory.
The system stores case data on a clipboard page specifically for temporary cases.
The system creates an object ID and stores the case in the database.
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Add an object ID to the case
Add a Persist Case SmartShape to the process.
Add a persistence condition to the case type.
Configure pyStartCase to persist a case.
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Suffix the keyword Primary to the value used in the current case.
Prefix the keyword Primary to the value used in the existing case
Suffix the keyword Primary to the value used in the existing case
Prefix the keyword Primary to the value used in the current case.
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Add a weighted condition using the create operator value in both condition fields, an equals operation, and weight of 0.
Add a weighted condition using the create operator value, an equals operator, and a weight of 100.
Add a must match condition using the create operator value and apply a weight of 100.
Add a must match condition where the create operator in an existing case is the same as in the current case
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Do not use a must match condition.
Adjust the threshold value.
Add a Persist Case step after the Duplicate Search step.
Adjust the condition weights.
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Customize a list of allowed values for a property based on the context of the property
Set default values for a property
Define the values used in a circumstance template
Test the validity of an input value
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Create a ruleset for each context, then create a field value record for each value and add the field value record to the appropriate ruleset.
Create a base field value record, then create a circumstance of the base record for each allowed value.
Create a field value record and a unique property record for each allowed value in each context.
Create a field value record for each value and set the context using the Apply to: field.
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Reference pattern
Alias pattern
System of Record (SoR) pattern
Snapshot pattern
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No specific feature — just use a data page directly in the application
The copy data from a data page option on a property
The Property-Ref activity method
The refer to a data page option on a property
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The refer to a data page option on a property
The copy data from a data page option on a property
The Property-Ref activity method
No specific feature — just use a data page directly in the application
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Operator ID
Class groups
Work queue
Unit
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To reuse a flow from the framework in the implementation layer
To route work to a workbasket that is given by the operator’s work group
To initiate implementation layer case types from the framework
To ensure that flows copied into the implementation layer use workbaskets in the framework layer.
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Add the regional units to the Marketing division.
Add the regional units as sub-units to the Sales unit.
Add a new Regional unit to the Marketing division and add the East, Central, and West regional units as child units to the Regional unit.
Add the regional units to the TGB organization.
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Authority matrix
Reporting structure
Approval level
Work queue
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Add a row to the decision table that evaluates the submitter's workgroup manager
Add an approval level for each approver.
Set the decision table to evaluate all rows.
Specify a page list for the authority matrix.
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Select the reporting structure configuration with custom levels, then configure a decision table to determine the number of levels.
Select the reporting structure configuration, then select All levels.
Select the authority matrix configuration option.
Select the reporting structure configuration with custom levels, then configure when rules to determine the number of levels.
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Use a ToWorkbasket router and Pega's Get Next Work functionality
Use a ToWorkGroup router and Pega's Get Next Work functionality
Use a ToLeveledGroup router and Pega's Get Next Work functionality
Use a ToWorklist router and Pega's Get Next Work functionality
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Merge workbaskets
Operator is available to receive work
This is an unattended operator
Get from workbaskets first
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The workbaskets associated with the user are checked first. If no assignments are found in the user's workbaskets, the user's worklist is checked.
This option limits the workbasket search to only those workbaskets defined in the user's work group.
This option organizes all assignments in all of the workbaskets the user is associated with into a single list before the list is filtered and sorted.
When a user clicks the Next Assignment link, the system checks the user's worklist. If assignments are available in the user's worklist, the assignments are filtered and sorted.
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