Case
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Case life cycle design
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Stage
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Processes
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An optional user action is a single task and typically returns to the primary path of a case, whereas an optional process is a series of steps that may or may not return to the primary path of a case.
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Consider what fields the users need to see, how values will be entered, and whether users can modify or only read the values.
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Define the name and address properties as text property types and use text input controls.
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A validate rule
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You would use a picklist field and specify either a radio button or dropdown control type.
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You set a field as required when you want to make sure users enter a value before they can continue.
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You would use editable settings to set both the minimum and maximum number to 20 characters.
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Different values are required based on business logic
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First, Pega Express automatically applies the validation rule to the flow action that corresponds to the user view. Second, Pega Express only supports comparisons against a constant value.
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Validating that a date is in the future or the past requires the use of a function.
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An edit validate rule ensures that the phone number contains the correct number of digits. The integer data type only ensures that the user enters numbers in the field.
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A child case has a relationship with the parent case and a top-level case does not.
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You can configure a case to wait for a set amount of time or until a subcase reaches a defined status.
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A rule is an instruction for describing a specific case behavior, such as a process or automated decision.
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The three numbers used to identify a ruleset version indicate the major version, minor version, and patch version of the ruleset.
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A class organizes rules within an application. The position of a class within the class hierarchy determines the reusability of the rules in that class.
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Pattern inheritance describes the business relationship between classes. Pattern inheritance indicates the reusability of rules throughout an organization, such as whether a rule is usable by a single case type, an entire department, or even an entire organization.
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Pattern inheritance allows you to reuse rules within a single application. Directed inheritance allows you to reuse rules in other applications, including standard rules provided as part of the Pega platform.
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The capability to reuse an existing data type.
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Information such as the customer's date of birth is associated with a data element. The data element (property and value) is stored on the clipboard in a structure called a page.
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An embedded page within pyWorkPage stores data that describes a data type.
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If you omit the class information, Pega cannot obtain property values from the correct page. Pega does not know if the properties are valid, and the rule that references the properties does not function correctly.
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This page should be located in the Data Pages category.
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An action is the individual operation specified in each row on the Definition tab of a data transform.
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Value mode properties store single strings of data such as text, numbers, or dates. Page mode properties act as a container for value mode properties.
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Most data transforms occur between assignments.
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You use the manager property as the Target and "Sharon Smith" as the Source.
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The Apply Data Transform action.
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The superclass feature
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You give each data transform the same name.
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The primary benefit of declarative processing is that the system processes the relevant actions and sets of properties automatically. They run automatically when a value is set or changes.
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Use procedural processing by calling a data transform from a flow action.
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Use a declare expression.
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A target property, an expression, and a source property
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A target property from another expression
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In Case Designer, the source values are entered in the Calculation field. In Designer Studio, the source values are entered in the Expression field.
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When the application references the property by name
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When an expression uses many source properties that change frequently
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A work party represents a case participant. A work party allows you to refer to the participant by their role, and is often used to send correspondence during case processing.
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Utility
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You use a data page when you need to retrieve data for your application.
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A data page rule defines the structure, scope, data source, and refresh strategy of the cached data.
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Configure a local data storage and add your data records to the selected data type.
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Goal and deadline intervals do not repeat. You can configure the passed deadline interval to repeat a fixed number of times, or repeat indefinitely until users complete the assignment.
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