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Adding optional actions to a workflow
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Módulo
Adding optional actions to a workflow
1 Tema
15 minutos
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Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.
Attaching PDF files to a case
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Módulo
Attaching PDF files to a case
2 Temas
20 minutos
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Pega Platform™ provides the Create PDF automation, which allows you to attach a screenshot of a view to the case in PDF format.
Application migration
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Módulo
Application migration
4 Temas
35 minutos
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An application is typically packaged and exported to move it to another system. For example, you package and export an application to migrate among...
Application rulesets
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Módulo
Application rulesets
3 Temas
35 minutos
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Learn how to configure an application ruleset to package for distribution and learn about the impact the configuration has during development and run...
Application versioning
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Módulo
Application versioning
1 Tema
15 minutos
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Pega Platform™ provides the ability to preserve a version of an application. To avoid impacting existing functionality on a released application...
Approvals and SLAs
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Módulo
Approvals and SLAs
3 Temas
35 minutos
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Automate more advanced business processes such as obtaining approvals, configuring alternate stages, and establishing agreed-upon goals and deadlines...
Approving cases with an authority matrix
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Módulo
Approving cases with an authority matrix
2 Temas
25 minutos
Pega Platform 8.2 -
Pega Platform™ provides the ability to include single and cascading approvals when designing case types. You learn how to convert a single approval to...
Cascading approvals
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Módulo
Cascading approvals
1 Tema
15 minutos
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Model approval processing involving a reporting structure to model managerial approvals that are applied consistently to cases. Pega Platform provides...
Routing assignments to users
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Módulo
Routing assignments to users
1 Tema
25 minutos
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Assign responsibility for completing a task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Completing work on time
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Módulo
Completing work on time
2 Temas
25 minutos
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Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.