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Page autopopulation

Data access options

To autopopulate pages with data, Pega Platform provides you with the option to refer to or copy data that is stored in another system or application. The option you choose impacts the storage and refreshing of data in a case.

Gif that illustrates the different data access options for autopopulating a page

 

Refer to a data page

Refer to the data page when you always need the most current data from an external system or application. Use this option to ensure that the data displayed in the Pega Platform application is up to date. The case does not contain a copy of the data. Instead, the application refers to the data from the source when needed.

For example, if an account holder has a new phone number, the updated number is displayed when the data is accessed from the case.

Reference data from a data page

The data reloads according to the refresh strategy specified on the data page. The property (page or page list) always points to the current version of the data page.

Whenever a data page parameter is updated, a new data page is created. The property then points to the new page.
 

Data page parameters displayed in the Data options section

Check your knowledge with the following interaction.

Copy data from a data page

Copy data from the data page to a case when you need data from a specific point in time. Once you copy the data to the case, the data is not retrieved from the source again unless the request parameters change.

For example, when a user creates an insurance claim, the application copies customer information to the claim from an external system. Each time the case is opened, the customer information recorded in the case remains unchanged.

Copy data from a data page

When you copy data from a data page, the data is stored in the property. The data page is not accessed again unless it has a parameter that changes. When the parameter changes, a new data page is created. The impacted data is copied to the property and overwrites the existing data.

Check your knowledge with the following interaction.

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