Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...

Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility. 

Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...

The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...

Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.