.
Use DB trace to identify conflicts
Review conflicts and warnings
Check out rules to merge
Check in rules to merge
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An Any join condition
An All join condition
An Iterate join condition
A Some join condition
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The service is running on a system that is temporarily not available.
The returned order total is incorrectly calculated.
The request is sent to the wrong system.
The request format is not understood by the service.
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to make sure we know which buttons to click so we can be quick
to allow the rules to assemble
to train the system which process we’re going to measure
to make sure there are no bugs in the system
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 Work Group
Organization
Division
Unit
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ECS references single-value properties and complex properties
ECS documents industry or enterprise standards that pplications must contain.
ECS provides a structure supporting rule reuse.
ECS is used to alter the performance of the Pega Platform.
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Circumstance the original rule
Save a copy of the original rule into the base ruleset
Give team members access to the team application
Create a team application
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Database Trace
Performance Profiler
Performance Analyzer
Clipboard
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01-01-01
01-01-01, None
01-01-25
01-01-30, .Dept=Accounting
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Application versioning preserves prior application versions.
Application versioning provides a means to organize applications by priority.Â
 Application versioning provides the ability to clone rules.
Application versioning provides the ability to version data classes without impacting existing data classes.
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When the connector is available for the integration
When the data page writes data to the external system
When a large amount of data needs to be simulated
When the interface definition is not finalized
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Implementation
Organization
Framework
Division
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Not Available
Final
Blocked
Withdrawn
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Parent
THIS
Param
Local
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Add the regional units to the TGB organization.
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 as sub-units to the Sales unit.
Add the regional units to the Marketing division.
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control
skin
Format
mixin
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Add a property to a data class.
Update a decision table.
Access data from a data page
Create a new case
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A national insurance company requires a different minimum for liability coverage in each state.
A process does not execute if a user is single
An online order process optionally allows customers to update the credit card number saved with their account.
A service level notifies the assigned user when a goal interval is exceeded, and notifies the user's manager when a deadline interval is exceeded.
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Implementation
Framework
Division
Organization
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Required
Default value
Name
Data type
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Add a persistence condition to the case type.
Add a Persist Case SmartShape to the process.
Add an object ID to the case
Configure pyStartCase to persist a case.
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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.
Create a base field value record, then create a circumstance of the base record for each allowed value.
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.
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Approval level
Work queue
Reporting structure
Authority matrix
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The action automatically runs if the flow action has the highest likelihood for the assignment in the process flow.
The action runs each time the user returns to the assignment.
The action only runs the first time the flow action is performed on an assignment.
The user can opt to skip the pre-processing action.
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01-01-01
01-01-25
01-01-20
01-01-35
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Harness record
Skin record
Portal record
Navigation record
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Performance Profiler
Performance Analyzer (PAL)
Clipboard
Database Trace
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Users can start executing rules as soon as the rules are imported.
Users can start executing the new rules the next time they log in regardless of whether the import is complete or not.
Pega Platform ensures that an entire ruleset is imported before the rules in it start executing.
Pega Platform ensures that the entire ZIP file is imported before users can execute the imported rules.
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The base rule is used if no circumstanced variant applies.
The base rule lists all of the properties for which a rule car be circumstanced.
The base rule is a template used to create all of the circumstanced variants.
The base rule describes case behavior in effect until a certain date.
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test the validity of an input value
define the values used in a circumstance template
customize a list of allowed values for a property based on the context of the property
set default values for a property
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A class
An attachment
A page list
A field value
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Property
Dynamic System Setting
Data Transform
SOAP Connector
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Division
Implementation
Organization
Framework
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01-01-35
01-01-01, None
01-01-20, .Dept=Engineering
01-01-01, .Dept=Engineering
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Adjust the condition weights.
Do not use a must match condition.
Adjust the threshold value.
Add a Persist Case step after the Duplicate Search step.
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Use layout groups instead of containers to group sections in harnesses.
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.
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 Services-PAL
 Alert log
 Pega log
 BIX log
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The data transform runs after the user enters data in the first name and last name fields.
The data transform runs every time the user performs the flow action run.
The data transform runs before every flow action run.
The data transform runs after the flow action runs if the user enters data in the first and last name fields.
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Data types
Checked-out rules
Product rules
Data instances
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Circumstance the form by template and definition; in the definition, specify June 15, 2019, as the cut-off date.
Circumstance the form by property and date; test that the creation date for the case is on or after June 15, 2019.
Update the existing form to apply a circumstance; specify June 15, 2019, as the end date.
Circumstance the form by property and date; specify June 15, 2019, as the start date.
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Application
Access group
Operator​​​​​
Work group
Organization
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Add a weighted condition using the create operator value, an equals operator, and a weight of 100.
Add a weighted condition using the create operator value in both condition fields, an equals operation, and weight of 0.
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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Add a row to the decision table that evaluates the submitter's workgroup manager.
Set the decision table to evaluate all rows.
Add an approval level for each approver.
Specify a page list for the authority matrix.
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Screen flows help a single user complete complex tasks by presenting multiple screens in a logical sequence.
Screen flows provide a way to add an assignment to a process that is preconfigured with one or more actions a user can take.
Screen flows help you organize separate tasks into steps so you can control how, when, and by whom work is performed for each step.
Screen flows provide an easy way to add a step to a process that is preconfigured with functionality, such as sending an email or creating a case.
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The data page's connector is not properly configured
The service returned an error
The service could not be reached
The data page source system is simulated
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Use the error handling flow.
Use a transition condition.
Use an existing function in the error handling data transform.
Invoke the error handler from the post processing activity in a data page.
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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 MyCoInt
Rules in MyCo can reference rules in Claims
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Is based off of another ruleset
Is designed for large projects
Contains rules that are not in active development
Prevents developers from seeing work of all team members
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