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Mission

Introduction to Pega Platform

15 Modules

8 hrs

Visible to: All users
Beginner Pega Platform '23 Low-Code App Development Case Management User Experience Data Integration English

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

Low-code defined

  • Module

    Low-code defined

    5 Topics

    50 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...

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 in a Case...

User guidance

  • Module

    User guidance

    2 Topics

    15 mins

  • Guide users through the Case Life Cycle by identifying the current Case Status 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

    15 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

    1 Topic

    15 mins

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

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...

Configuring UI elements

  • Module

    Configuring UI elements

    2 Topics

    20 mins

  • Learn about how themes update the styling of UI elements to meet branding requirements. Learn how to configure dynamic functionality on UI elements.

Configuring Portal content

  • Module

    Configuring Portal content

    2 Topics

    20 mins

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

Configuring a dashboard

  • Module

    Configuring a dashboard

    1 Topic

    15 mins

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

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