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Workflow basics

  • Module

    Workflow basics

    5 Topics

    30 mins

    Visible to: All users
  • Learn about the benefits of workflows and discover considerations for designing effective workflows in Pega Workforce Intelligence™. 

Accessing a Pega application using the Pega API

Accessing PDF data with automations

  • Challenge

    Accessing PDF data with automations

    5 Tasks

    15 mins

    Pega Robotic Automation 19.1 Visible to: All users
  • The billing department of the Astend Technology company receives invoices in PDF file format and must parse specific data to another system for proper...

Enabling accessibility features in an application

Updating Assignment routing

Adding a new property to an existing entity

  • Challenge

    Adding a new property to an existing entity

    4 Tasks

    20 mins

    Visible to: All users
  • U+ Bank wants to improve the experience of its customers with personalized decisions that are driven by customer-centric engagement policies and...

Adding an external data source to a data type

Adding case type components and section components

  • Challenge

    Adding case type components and section components

    6 Tasks

    30 mins

    Visible to: All users
  • GrantsCo. wants to conduct interviews with different residents in a neighborhood to raise awareness of public services. They also want to record these...

Adding clickstream data to a customer profile

  • Challenge

    Adding clickstream data to a customer profile

    6 Tasks

    30 mins

    Visible to: All users
  • U+ Bank uses Pega Customer Decision Hub™ to present personalized credit card offers to its customers on its website. The data scientists want to...

Adding Portals and landing pages in Constellation applications

  • Challenge

    Adding Portals and landing pages in Constellation applications

    5 Tasks

    30 mins

    Pega Platform '23 Visible to: All users
  • Sweet Life stakeholders have decided to create different Portals so that the users of their Tell Us More application only have access to the...

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