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Configuring common phrases for agents
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Modul
Configuring common phrases for agents
1 Thema
10 Min.
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating a data relationship
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Modul
Creating a data relationship
2 Themen
30 Min.
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...
Creating custom tabs
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Modul
Creating custom tabs
2 Themen
25 Min.
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Creating Customer Service data sources
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Modul
Creating Customer Service data sources
1 Thema
10 Min.
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...
Creating Data Objects
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Modul
Creating Data Objects
3 Themen
30 Min.
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Create Data Objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship with a...
Customizing the customer service user interface
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Modul
Customizing the customer service user interface
2 Themen
15 Min.
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
The Data Model
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Modul
The Data Model
4 Themen
50 Min.
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
Validating data against business logic
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Modul
Validating data against business logic
1 Thema
15 Min.
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Validate user data against business logic to avoid invalid data within applications.
Validating data in Dev Studio
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Modul
Validating data in Dev Studio
1 Thema
20 Min.
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Extend the configuration of Validate Rules in Dev Studio by applying edit Validate Rules to test data formats, qualifying Validation logic, and using...
Saving data to a system of record
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Modul
Saving data to a system of record
2 Themen
30 Min.
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...