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Mission

Introduction to Pega Platform

15 Modules

7 hrs 45 mins

Visible to all users
Beginner Pega Platform 8.7 Low-Code App Development Case Management User Experience Data Integration English

Gain a high-level overview of the Pega Platform™ and how Pega's low-code technology allows you to build an application that captures data and initiates business processes.

Low-code defined

  • Module

    Low-code defined

    4 Topics

    45 mins

  • Pega Platform™ provides an application development environment where citizen developers and system architects alike create digital solutions to...

Dev Studio overview

  • Module

    Dev Studio overview

    1 Topic

    15 mins

  • With Dev Studio, developers can extend the application behavior configured in App Studio. Learn how to use Dev Studio to extend the configuration of...

Defining a customer Microjourney

  • Module

    Defining a customer Microjourney

    5 Topics

    50 mins

  • Learn how case types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a case type as a series of steps...

User guidance

  • Module

    User guidance

    2 Topics

    15 mins

  • Guide users through the case life cycle by identifying the current status of a case and adding instructions to enable users to complete assigned tasks...

Completing work on time

  • Module

    Completing work on time

    2 Topics

    25 mins

  • Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.

Routing assignments to users

  • Module

    Routing assignments to users

    1 Topic

    25 mins

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

Designing an approval process

  • Module

    Designing an approval process

    1 Topic

    10 mins

  • To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.

Sending emails during case processing

  • Module

    Sending emails during case processing

    2 Topics

    20 mins

  • Generate and send automated emails during the case life cycle to notify customers and users of changes to a case.

Creating a child case

  • Module

    Creating a child case

    1 Topic

    15 mins

  • Create child cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...

Customizing UI elements

  • Module

    Customizing UI elements

    3 Topics

    30 mins

  • Learn how to apply defined styles to UI controls and elements to improve application branding and appearance.

Customizing portal content

  • Module

    Customizing portal content

    2 Topics

    20 mins

  • Tailor the user experience based on channel and persona to allow users to perform their jobs more efficiently.

Customizing a dashboard

  • Module

    Customizing a dashboard

    1 Topic

    15 mins

  • Customize the content and organization of a user dashboard to provide easy access to the information business users need to know.

The data model

  • Module

    The data model

    4 Topics

    50 mins

  • Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...

Capturing and presenting data

  • Module

    Capturing and presenting data

    3 Topics

    45 mins

  • Define fields to capture user input and present data to users. Add fields to views to define and tailor the user interface (UI) for each step of the...

Creating a data relationship

  • Module

    Creating a data relationship

    2 Topics

    30 mins

  • 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...

Introduction to Pega Platform

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