Use circumstanced instances of a base ruleset.
Use different branch rulesets.
Use different ruleset versions.
Use separate application rulesets for each team.
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Rules in MyCoInt can reference rules in MyCo.
Rules in Pega-ProcessCommander can reference rules in MyCoInt.
Rules in MyCo can reference rules in MyApp.
Rules in MyAppInt can reference rules in MyApp.
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Org-Div-Work-FraudClaim - RulesetB:01-02-01
Org-Div-Work - RulesetA:01-04-02
Org-Div-Work - RulesetB:02-02-01
Org-Div-Work-FraudClaim - RulesetC:01-09-12
Org-Div-Work-FraudClaim - RulesetC:01-17-99
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Implementation layer
Framework layer
Division layer
Pega Platform layer
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Add an Update Case smart shape to the case life cycle and use a data transform to identify the appropriate stage.
Add a process to the case life cycle and use a when condition to control the start of the process.
Add a Change Stage smart shape to the case life cycle and use a parameter to identify the appropriate stage.
Add a process to the case life cycle and use a decision table to identify the appropriate stage.
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Use the Ruleset Maintenance wizard to move the rules from the existing rulesets into the new ruleset.
Use the Ruleset Maintenance wizard and skim the rulesets to collect the highest version of every rule into the new ruleset version.
Use the Application Structure landing page to lock the current ruleset versions and increment the application to a new ruleset version.
Use the Application rule form to create a branched ruleset, then merge the rulesets into the new branch.
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Add a Persist Case shape to the starting flow.
Configure a screen flow as the starting flow for the case.
Defer the case save using the Obj-Save method.
Instantiate the case as a temporary case.
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Add a weighted condition to compare the customer name to existing cases.
Add a must-match condition to list only cases that match the type of inquiry.
Add a weighted condition to identify existing cases that are not resolved.
Add a must-match condition to identify existing cases that are not resolved.
Add a weighted condition to compare the type of inquiry to existing cases.
Add a must-match condition to list only cases that match the customer name.
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Work pool
Access group
Work group
Class group
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Add an Approve/Reject step. Set the approval flow type to Single level
Add an Approve/Reject step. Set the approval flow type to Cascading and use an authority matrix.
Add a Collect Information step. Use the ToDecisionTable router.
Add an Approve/Reject step. Set the approval flow type to Cascading and use the reporting structure.
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Perform post-processing when navigating away from step
Enable navigation link
Only allow navigating back to this step
Save on last step
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Add a Split For Each shape
Add a Subprocess shape and select the Spinoff flow option
Add a Split Join shape
Add a Create Case shape
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Specialize by property circumstance
Specialize by multivariate circumstance
Specialize by class
Specialize by ruleset
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Operator is available to receive work
Merge workbaskets
Get from workbaskets first
Use all workbasket assignments in user's work group
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When the user enters data in the form
When the user updates the details in the assignment
If the flow action is the default action for the assignment
Each time the user initiates the flow action
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Create a property in the class group with a local list of common values. Specialize the property for each case type with a local list of the unique values.
Circumstance the property by case type. Configure each circumstance with a local list of the appropriate list values.
Specialize the property for each case type. Configure each property with a local list of appropriate values.
Create the property in the class group. Create field value rules for the list values in the appropriate class.
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When you always need the most recent data
When you need the data to be stored as part of the case
When the property is of type pagelist
When you use a data transform or an activity as the source for the data page
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Configure links for user actions.
Display all UI elements on a form.
Use auto-generated controls.
Use fixed-width styling.
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A mixin
A format
A component
A layout
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A list of child cases categorized by the case ID of the parent case
A list of cases that includes the create by operator and current work status
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Data object
Data transform
SQL connector
Data page
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Circumstances
Global Resource Settings
Branches
Dynamic Class References
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Execute SQL statements that contain database vendor specific syntax.
Update a row in a single external database table.
Execute a complex SQL statement such as a join or stored procedure against an external database.
Execute custom SQL statements to improve performance of queries and updates to the PegaRULES database.
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In the activity transition condition invoking the connector
In the response data transform
In the post-processing activity in the data page
In the error handling flow on the connector
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Use the Clipboard tool to write the values to the pySimulationDataPage.
Create a data transform to provide values for the properties on the clipboard page.
Open a case with the needed data and copy the data to the clipboard for the unit test.
Provide the values in the Run Rule dialog.
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PegaRULES Log Analyzer (PLA)
Performance Analyzer (PAL)
Database Trace
Performance Profiler
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Run the Tracer tool for a specific agent.
Review the exception information in the list of all agents.
Examine the items in the Broken Process queue.
Run the requeue option for a specific agent.
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Associate each data instance with an application ruleset.
Save the data instances to an application ruleset.
In the Application Packaging wizard, select the instances you want to include in the Data Instances to Include step.
Use the Include data types setting in the Product rule.
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Configure a Validate rule to evaluate if the user has a pending transfer request in the audit stage.
Set an entry validation condition on the first stage in the transfer funds case type.
Use a privilege to determine if the customer has a pending transfer request in the audit stage.
Use an Access When condition to determine if the customer has a pending transfer request in the audit stage.
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