Smart shapes, flow actions, and sections are important components in Pega that are used to build and manage processes and applications.
- Smart shapes: Smart shapes are graphical elements in Pega that represent the steps or actions in a process flow. They include decision shapes, flow actions, and other shapes that are used to define the flow and logic of a process.
- Flow actions: Flow actions are smart shapes that represent the actions or activities that are performed in a process. They can include tasks, assignments, or other actions that are required to resolve a case.
- Sections: A section in Pega is a reusable component that can be used to define the layout and presentation of data in a case or process. Sections can contain fields, data, and other elements that are used to manage the data and information associated with a case.
Introduction to Smart Shapes in Pega
Smart Shapes are graphical elements in Pega that represent the steps or actions in a process flow. They are used to define the flow and logic of a process, and help to make the process more visually appealing and easier to understand.
Smart Shapes can include decision shapes, flow actions, and other shapes that are used to represent the different components of a process. For example, a decision shape can be used to represent a point in the process where a decision is made based on certain conditions, while a flow action shape can be used to represent a task or activity that is performed in the process.
Smart Shapes can be configured to perform specific actions or to trigger rules and events when they are executed. For example, a flow action shape can be configured to start a task or assignment, while a decision shape can be configured to evaluate conditions and route the process to the next step based on the results of the evaluation.
Smart Shapes are a key component in building and managing processes in Pega, providing a visual representation of the steps and actions that are performed in a process, and making it easier to build and manage complex applications.
Process Flow Rule in Pega
A Process Flow Rule in Pega is a rule that defines the flow of a process, including the steps and actions that are performed to resolve a case. It provides a visual representation of the process and the relationships between the different steps and actions.
A Process Flow Rule consists of a series of smart shapes that represent the steps in the process. These shapes can include decision shapes, flow actions, and other shapes that are used to represent the different components of the process. The shapes are connected by arrows that represent the flow of the process, and each shape can be configured to perform specific actions or trigger rules and events.
The Process Flow Rule also includes a process tab, where you can define the flow and logic of the process, and a data tab, where you can manage the data and information that is associated with the case.
The Process Flow Rule is a key component in building and managing processes in Pega, providing a visual representation of the steps and actions that are performed in a process, and making it easier to build and manage complex applications. By using Process Flow Rules, you can ensure that cases are processed in a consistent and efficient manner, and that the flow of the process is clearly defined and understood by all parties involved.
Flow Action Rule in Pega
A Flow Action Rule in Pega is a type of smart shape that represents an action or activity that is performed in a process. Flow Actions are used to define the tasks, assignments, or other actions that are performed as part of a process.
A Flow Action Rule consists of a flow action shape, which is connected to other smart shapes in the process flow to represent the flow of the process. The Flow Action Rule also includes a process tab, where you can define the flow and logic of the action, and a data tab, where you can manage the data and information that is associated with the action.
Flow Actions can be configured to perform specific actions or to trigger rules and events when they are executed. For example, a Flow Action can be configured to start a task, send an email, or update a database.
Flow Actions are a key component in building and managing processes in Pega, providing a visual representation of the steps and actions that are performed in a process, and making it easier to build and manage complex applications. By using Flow Actions, you can ensure that cases are processed in a consistent and efficient manner, and that the flow of the process is clearly defined and understood by all parties involved.
Introduction to Section in Pega
A Section in Pega is a reusable component that can be used to display and manage data within a user interface. A Section can include a variety of elements, such as fields, buttons, tables, and images, and can be used to present information and collect data from the user.
Sections are used in Pega to define the structure and layout of a user interface, and can be added to a form, harness, or flow action to provide a consistent and intuitive way for users to interact with data.
Sections can be designed and configured to meet specific business requirements, and can be reused across multiple forms, harnesses, and flows, making it easier to maintain a consistent look and feel throughout an application.
Sections are a key component in building user interfaces in Pega, providing a flexible and reusable way to manage and display data, and making it easier to build and maintain complex applications. By using Sections, you can ensure that user interfaces are consistent, intuitive, and efficient, and that data is presented and managed in a way that meets the needs of your business.
Layouts & Controls in Section in Pega
A Layout defines the structure and layout of the Section, including the arrangement of fields, buttons, tables, and other elements that are used to display and manage data. Pega provides a variety of built-in Layouts, including grids, tables, and responsive layouts, that can be used to create a custom layout to meet specific business requirements.
Controls are the individual elements that are used to display and manage data within a Section. Pega provides a variety of built-in Controls, including text fields, drop-down lists, checkboxes, and buttons, that can be used to create a custom control to meet specific business requirements.
Together, Layouts and Controls are used to define the structure and behavior of a Section, and to create a user interface that is intuitive, efficient, and tailored to the specific needs of the business. By using Layouts and Controls, you can create a Section that provides an effective way to display and manage data, and that meets the needs of your business.
Creating Work Object & Tracking WO in Pega
A Work Object in Pega is a data structure that represents a specific instance of a process or case. Work Objects are created when a case is initiated, and contain all of the relevant information and data for a specific case, including the data entered by the user, the status of the case, and any related activities or tasks.
To create a Work Object in Pega, you need to define a Work Type, which is a template that defines the structure and fields of the Work Object. Once you have defined a Work Type, you can create a new Work Object by using a flow action, form, or decision tree to initiate a case.
Tracking Work Objects in Pega involves monitoring the progress and status of cases, and updating the Work Object with relevant information and data as the case progresses. This can be done using the Work Object form, which displays the information and data for a specific Work Object, or by using reports, dashboards, and other tools to track and analyze case data.
By tracking Work Objects in Pega, you can ensure that cases are processed efficiently and effectively, and that relevant information and data is available and up-to-date. This helps to support informed decision making, and to ensure that cases are resolved in a timely and effective manner.
Where am I in Pega
The “Where am I” feature in Pega is a navigation tool that provides information about the current location within the Pega application. It displays the name of the current page, form, or flow, and provides a breadcrumb trail that shows the steps that have been taken to reach the current location.
The “Where am I” feature can be accessed from the top of the Pega interface, and provides a quick and convenient way to understand the current context and location within the application. This can be especially helpful for users who are new to Pega, or who are working on complex cases that involve multiple forms, flows, and other components.
By using the “Where am I” feature in Pega, you can quickly understand your current location within the application, and navigate back to previous pages, forms, or flows as needed. This helps to support efficient and effective navigation, and to ensure that you can quickly find the information and tools that you need to complete your work.
Conclusion
These components work together to provide a visual representation of a process and the actions that are performed to resolve a case. They provide a flexible and customizable way to manage the flow and logic of a process, making it easier to build and manage complex applications in Pega.