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Adding data transform to a process

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

To save time, define a place in your case where a data transform occurs by adding the data transform to a process. You typically add a data transform between two assignments. For example, during processing a purchase order, you can populate a shipping address with data that a user provides as a billing address.

  1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.

  2. In the process in which you want to apply a data transform, click Configure process.

  3. On the toolbar, click Open process.

  4. Double-click a connector between two assignments where you want to add a data transform.

  5. In the Connector properties window, in the Set properties section, select Apply data transform.

  6. In the Data transform field, press the Down arrow key, and then select the data transform.

  7. Click Submit.

  8. Click Save.

  • Referencing properties

    Provide the data necessary to process your cases by referencing information in the form of properties. When you refer to a property, your application calls a specific piece of information, such as a customer phone number or an address.

  • Data Transforms

    A data transform defines how to convert data that is in one format and class (the source) into data of another format and class (the target). The supported formats are clipboard and JSON. Using a data transform instead of an activity to set property values speeds up development and makes application maintenance easier.

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