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Configuring Portal content
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Module
Configuring Portal content
2 Topics
20 mins
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Tailor the user experience based on Channel and Persona to allow users to perform their jobs more efficiently.
Configuring UI elements
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Module
Configuring UI elements
2 Topics
20 mins
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Learn about how themes update the styling of UI elements to meet branding requirements. Learn how to configure dynamic functionality on UI elements.
Controlling Case workflow for Business Architects
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Module
Controlling Case workflow for Business Architects
6 Topics
1 hr 25 mins
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As a Pega Business Architect, understanding Pega's out-of-the-box features for controlling the workflow allows you to design for multiple pathways...
Creating a child Case
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Module
Creating a child Case
1 Topic
15 mins
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Creating a data relationship
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Module
Creating a data relationship
2 Topics
30 mins
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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 and managing teams of users
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Module
Creating and managing teams of users
1 Topic
15 mins
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Work Groups and Work Queues allow cross-functional teams of users to work from a shared pool of Assignments and improve Process efficiency.
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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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 Data Objects
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Module
Creating Data Objects
3 Topics
30 mins
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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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Module
Customizing the customer service user interface
2 Topics
15 mins
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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...
Customizing the user interface for Business Architects
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Module
Customizing the user interface for Business Architects
3 Topics
30 mins
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As a Pega Business Architect, you need to understand the Pega Platform™ features that allow you to tailor the user experience based on channel and...