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Adapters
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Module
Adapters
7 Topics
42 mins
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There are times within the Pega Platform™ when you cannot easily integrate Pega applications with other applications that are necessary to complete...
Adding optional actions to a workflow
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Module
Adding optional actions to a workflow
1 Topic
15 mins
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Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.
Attaching PDF files to a case
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Module
Attaching PDF files to a case
2 Topics
20 mins
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Pega Platform™ provides the Create PDF automation, which allows you to attach a screenshot of a view to the case in PDF format.
Approvals and SLAs
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Module
Approvals and SLAs
3 Topics
35 mins
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Automate more advanced business processes such as obtaining approvals, configuring alternate stages, and establishing agreed-upon goals and deadlines...
Approving cases with an authority matrix
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Module
Approving cases with an authority matrix
2 Topics
25 mins
Pega Platform 8.2 -
Pega Platform™ provides the ability to include single and cascading approvals when designing case types. You learn how to convert a single approval to...
Cascading approvals
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Module
Cascading approvals
1 Topic
15 mins
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Model approval processing involving a reporting structure to model managerial approvals that are applied consistently to cases. Pega Platform provides...
Routing assignments to users
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Module
Routing assignments to users
1 Topic
25 mins
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Assign responsibility for completing a task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Completing work on time
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Module
Completing work on time
2 Topics
25 mins
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Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.
Auto-balancing in Pega Robot Manager
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Module
Auto-balancing in Pega Robot Manager
5 Topics
30 mins
Pega Robot Manager 8.5.2 -
Pega Robot Manager uses Auto-balancing to monitor and move robots between work groups dynamically. Automatic workload balancing reduces the number of...
Automating decisions with decision tables
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Module
Automating decisions with decision tables
2 Topics
20 mins
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Pega Platform™ allows you to design complex decision logic by using decision tables. Decision tables are a helpful approach when you must test the...