PEGA Training



The role of the System Architect

  • Introduction to the Role of the System Architect
  • The role of the system architect

Tour of the Designer Studio

  • Introduction to Navigating the Designer Studio
  • How to navigate the Designer Studio
  • How to manage user access to an application

The building blocks of a Pega application

  • Introduction to the Building Blocks of a Pega Application
  • Rules and rule types
  • Rules and rules ets
  • Classes and class hierarchy
  • Rule scope
  • How to create a rule
  • How to update a rule
  • How to reuse rules through inheritance

Assessing Guardrail compliance

  • Introduction to Assessing Guardrail Compliance
  • Compliance Score
  • How to assess Guardrail compliance
  • How to address guardrail violations
  • Justifying rule warnings


Creating cases and child cases

  • Introduction to Creating Cases and Child Cases
  • Case type and case
  • Case type relationships
  • Adding a top-level case type in an application
  • Adding child case type in an application
  • Creating a case during case processing


Data elements in Pega applications

  • Introduction to Data Elements in Pega Applications
  • Data elements in Pega applications
  • How to manage properties
  • How to reference a property
  • Defining properties

Setting property values automatically

    • Introduction to Setting Property Values Automatically
    • Data transforms

How to set values with data transforms

      • The pyDefault data transform
      • Setting property values using the pyDefault data transform
      • Data transforms and super classing
      • How to configure super classing for data transforms

Setting property values declaratively

      • Introduction to Setting property values declaratively
      • Declarative processing
      • Declare expressions
      • How to set a property value with a declare expression
      • Setting a property value with a declare expression

Passing data to another case

      • Introduction to Passing Data to Another Case
      • Data propagation
      • Propagating data to another case
      • Reviewing application data

Introduction to Reviewing Application Data

      • Data storage in memory
      • pyWorkPage
      • How to view clipboard data
      • Viewing clipboard data
      • Setting property values using the Clipboard tool



      • Introduction to Activities
      • Activities
      • Activity execution
      • Activity parameters
      • API activities
      • Activities best practice

Configuring a work party

      • Introduction to Configuring a Work Party
      • Work parties
      • How to add a work party to a case
      • Configuring a work party for a casetype

Configuring a service level agreement

      • Introduction to Configuring Service Levels
      • Service level agreement rules
      • The Passed Deadline interval
      • How to adjust assignment urgency
      • Configuring a service level agreement rule

Routing assignmente

      • Introduction to Routing Assignments
      • Routing
      • Work lists and workbaskets
      • Routers
      • Configuring routing

Configuring correspondence

      • Introduction to Configuring Correspondence
      • How to configure correspondence rules
      • How to configure correspondence in a business process
      • Configuring correspondence rules

Circumstancing rule

      • Introduction to Circumstancing Rules
      • Situational processing
      • Rule circumstancing
      • Types of circumstancing conditions
      • Examples of circumstancing conditions
      • Circumstancing a rule


;">Automated decisions in Pega applications

      • Introduction to Automated Decisions in Pega Applications
      • Types of decisions available in Peg applications
      • Configuring when rules
      • Introduction to Configuring When Rules
      • When conditions
      • How to configure a when condition using a when rule Configuring a when rule
      • Configuring decision tables and decision trees
      • Introduction to Configuring Decision Tables and Decision Trees
      • Decision tables
      • How to configure a decision table
      • Configuring a decision table
      • Decision trees
      • How to configure a decision tree
      • Configuring a decision tree
      • How to unit test a decision table or decision tree


      • Designing a UI form
      • Introduction to Designing a UI Form
      • User interface structure
      • Sections and layouts
      • How to build a section
      • Creating a dynamic layout in a section
      • Creating a repeating layout in a section
      • How to build sections for reuse
      • Live UI
      • How to use Live UI
      • Using Live UI
      • Guidelines for UI design

Reusing text with paragraph rules

      • Introduction to Reusing Text with Paragraph Rules
      • Paragraph rules
      • Reusing text with paragraph rules

Configuring responsive UI behavior

      • Introduction to Configuring Responsive UI Behavior
      • Responsive user interface
      • Presentation layer and UIskins
      • How to trigger responsive behavior with responsive breakpoints
      • How to style applications with UI skins
      • Configuring responsive breakpoints on a dynamic layout format
      • Designing a UI form
      • Introduction to Designing a Dynamic UI
      • Dynamic User Interface behavior
      • Hiding and showing UI elements
      • Configuring action sets

Validating user data

      • Introduction to Validating User Data
      • Methods of data validation
      • <liControls
      • Validating with controls
      • Dynamic lists of data entry items
      • How to create a dynamic list
      • Creating a dynamic list
      • Validate rules
      • How to use validate rules
      • Validating a flow action with a validate rule
      • How to use edit validate rules


Creating reports

      • Introduction to Creating Reports
      • Reports
      • Report columns
      • How to create a report
      • Creating a report
      • Report results organization
      • Organizing report results

Optimizing Report Date

      • Introduction to Optimizing Data
      • DataStorage in Pega applications
      • Property optimization
      • Optimizing properties for reporting


Caching data with data pages

      • Introduction to caching data with a datapage
      • Datapages
      • How to configure a data page
      • Configuring a datapage

Managing reference data

      • Introduction to managing reference data
      • Reference data
      • How to use local data storage
      • Defining reference data for an application

Integration in Pega applications

      • Introduction to Integration in Pega Applications
      • Connectors
      • Services
      • Connecting to an external database

Creating a connector

      • Introduction to Creating a Connector

Creating a connector


Debugging applications with the Tracer

    • Introduction to Debugging Pega Applications
    • The Tracer
    • How to investigate application errors with the Tracer
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