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Pega Class 2 Notes

The document discusses various concepts in Pega such as data transform, properties, sections, flow actions, flows, work objects, clipboard, access groups, operators, selections, declare expressions, and validation rules. It provides definitions and examples of each concept.

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0% found this document useful (0 votes)
41 views

Pega Class 2 Notes

The document discusses various concepts in Pega such as data transform, properties, sections, flow actions, flows, work objects, clipboard, access groups, operators, selections, declare expressions, and validation rules. It provides definitions and examples of each concept.

Uploaded by

Serijsn
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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the "px" property to reference a specific field in an incoming data source,

the "py" property to reference a field in the target data structure where the data should be stored.

The "pz" property can be used as a temporary holding property during the transformation process.

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data Transform in pega ?

=> data transform is a process that manipulates and converts data from one format to another. It is in
the Class Name-> Data Model -> Data Transform

It is the Rule Category actually.

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What is Property in Pega?

=> a property is a named field or variable that stores a specific piece of data in a Pega application. It is
the instance of the rule obj class. It

contains different data like integer, number, date etc. It is in the data model catagory of the class.

Example: FirstName, LastName, Age etc.

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What is Section?

-> It is also under the rule category. It is in the Class->User Interface->Section. It is the instance of the
Class-Rule-HTML Section. it contains different types of layout. Like INPUT, Dynamic Layout etc UI
Controls(Button, Radio Button etc).
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Flow action in pega ?

=> a flow action is an action that can be taken within a flow, such as displaying a form, running a data
transform, or navigating to another step. It is

in the Process Category. We can create a Flow Action Class-> Process-> Flow Action. It is the container of
Section so, we have to mention the section

name during the creation of Flow Action from the drop down Menu. Flow actions can be used to define
the behavior of the application when a user clicks a button, submits a form, or takes other types of
actions.

It is the instance of Class-Rule-Obj-FlowAction.

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what is flow in Pega ?

=>a flow is a set of steps that guide a user through a process or task within the application. It is the
instance of class Rule-Obj-flow.

It does the all the processing for business. It contains many shapes like: Start, End etc. It is under the
process category.

Class-> Process -> Flow. It is the container of flow action. It is the diagram of all the work. By double
tapping on the shape we can connect with

the Flow Action.

Flow in Pega can be of two types, Screen flow and Process flow.

Screen flow is used to define the user interface, navigation and the flow of screens that the user will
interact with.

Process flow is used to define the flow of business process, decisions and actions that need to be taken
based on the inputs.

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What is Work Object?


-> In pega when we execute the flow then a work object will be created. There is a process tab in the
flow execution portal, there we can check it.

It is the instance of the Class Group. Each work object has a unique work object id,it also known as case
Id. To know the actual location of the

work object we have to go Action - > Where Am I?.

Work Object ID will be assigned to one OOTB Property pyID on the pyWorkPage. pyID is the primary key
of the class Group and pzinskey is a table key.

And table key is a combination of Class Group and pyId.

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What is Clipboard?

-> It is the temporary memory location and also visual representation of the data.

It contains four pages: User, Data, Liked Property and Section. When we submit a data it is updated
automatic.

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Access group in Pega ?

=>an access group is a way of organizing and managing access to specific parts of the application. An
access group can give access of one application wuth only one version at a time. It also define the
default portal for a particular operator Id. There is a advance section where in the work pool tab we can
give acess for creating new case style also.

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What is Operator in Pega?

-> an operator is a symbol or keyword that is used to perform a specific comparison or calculation in a
rule, such as a validation rule or decision table. Operators are used to compare values, perform
mathematical calculations, or check the status of properties or other types of data.

Some examples of operators that are used in Pega include:


Comparison operators: such as = (equal to), <> (not equal to), > (greater than), < (less than), >= (greater
than or equal to).

Logical operators: such as AND, OR, and NOT, which are used to combine multiple conditions or perform
logical operations on values

Mathematical operators: such as + (addition), - (subtraction), * (multiplication), and / (division),

Conditional operator: such as ?: ternary operator which is used to check a condition and return a value
based on the result of the condition.

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What is selection in Pega ?

=>a selection is a feature that allows users to select one or more options from a list of predefined
choices. Selections can be used in various parts of the application, such as forms, data transforms, or
decision rules.

In forms, selections are often used to present a list of options to the user, such as a list of countries or a
list of product types, and the user can select one or more options from the list. Selections in forms can
be implemented using a drop-down list, check boxes, or radio buttons.

a selection is a type of data structure that is used to store a list of values that can be used in various
parts of the application. Selections can be used to define a list of valid options for a property, or to
provide a list of values for a drop-down list or other type of user interface control. They can also be used
to define a list of values that can be used in decision tables or other types of rules. Selections can be
defined at the application level and can be reused throughout the application. They can be defined as
static lists, or can be dynamically generated based on data stored in the application.

----------------------------------------------------

Declare Expression in Pega ?

=>Declare Expression is a type of rule that allows you to define an expression that can be used
throughout the application. A Declare Expression rule is used to define a calculation, logical statement
or a value that can be reused across the application. The expression can be a simple value, or a complex
calculation that references other properties and rules in the application. The result of the expression is
stored as a value in a property defined in the Declare Expression rule. It can be used in various places
such as data transform, decision rules, validation rules, and other rules.

There are two types: 

(1) Forward and

(2) Backward We can add a declare expression for a particular property by going My  Class - > Decision -
> Declare Expression.

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What is Validation in Pega?

-> To take the verified data there is a rule called validation. For example age can not be a string or name
can not be a number etc.

Basically in pega there are two types of validation. It is under the process. Class-> Process -> Validation

Validation Condition:

1) Required - if we tick it, then it can not be blanked.

2) if - " "- then we can check a particular rule.

3) Error Message - We can define a customized error message.

We can also one more validation to a single property.

1) Server Side Validation - When the submit vutton is clicked then the error messeage is coming and the
data stored in the clipboard.

2) Client Side Validation - When we give an invalid data and then move the control from this box or 'tab'
then comes the error message and it is done before we click the submit button. It is done in the
property validate form which is in the advance section not in actual validation form

There are two types of validate rules:


Obj Validate - Instance of Rule Obj Validate (Server Side)

Edit Validate - Instance of Rule Edit Validate (Client Side)

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edit Validation in Pega ?

=>edit validation is a feature that is used to ensure that the data entered by a user is valid and meets
certain criteria before it is saved or submitted.

edit validation can be applied to different types of fields like text, date, number, dropdown etc. It can
also be applied on multiple fields simultaneously by creating an Edit Validate rule and adding fields to it.

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Obj Validation in Pega ?

=>

an object validation rule is a type of validation rule that is used to check that the data entered by a user
is valid and meets certain criteria before it is saved or submitted.

Object validation rules can be used to check for a wide variety of conditions, such as required fields,
format of data, data types and ranges, and can also check for data consistency across multiple
properties.

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