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Getting started with
Pega Express
Configuring your application
Application-editing mode
Design-time limitations in express mode
Application settings
Conversational user channels
Channels and interfaces
Email triage
Email triage cases
Spinning off a regular case
Simulating a chatbot conversation
User channel preview console
Adding a new command for a generated category
Configuring the Facebook channel
Setting up a Facebook operator ID
Facebook channel configuration
Configuring system responses for the Facebook channel
Configuring text analyzer definitions for the Facebook channel
Defining Facebook text analyzer categories
Enabling the NLP model training for the Facebook channel
NLP model for a Facebook channel
Updating the NLP model for a Facebook channel
Configuring Facebook Get Started button
Facebook channel content
Adding cases for the Facebook channel
Adding custom responses for the Facebook channel
Configuring the WebChat channel
Generating the WebChat channel mashup code
WebChat channel configuration
Configuring system responses for the WebChat channel
Configuring text analyzer definitions for the WebChat channel
Defining WebChat text analyzer categories
Enabling the NLP model training for the WebChat channel
NLP model for a WebChat channel
Updating the NLP model for a WebChat channel
WebChat channel content
Adding cases for the WebChat channel
Adding custom responses for the WebChat channel
Configuring the Email channel
Automatic email routing
Configuring routing conditions for automatic email handling
Defining categories for automatic routing
Defining suggested cases for the Email channel
Defining suggested replies for the Email channel
Testing email routing conditions
Enabling the analysis of attached files during email triage
Machine learning and case processing
Updating the NLP model for an Email channel
Email instantiation
Limitations on email discussions
Configuring the Mashup channel
Adding a conversation to a case type
Pega API
Pega API HTTP status codes and errors
Changing your theme
Configuring your dashboard
Adding a widget
Configuring widget options
Publishing a dashboard
Dashboards
Dashboard widgets
Achievement badges
Creating an email account
Deleting an email account
Packaging and exporting an application
Generating an application profile document
Importing specifications
Specifications and requirements
Interacting with an application guide
Application guides
Team management
Creating a team
Defining a role
Inviting a collaborator
Profiles and availability
Updating team information
Setting availability dates
Updating business organizations
Following a user
Unfollowing a user
Deleting a team
Removing a team member
Starting a continuous delivery build
Developing cases
Case types
Organization of case types
Reviewing the case types in your application
Creating a top-level case type
Deleting a case type
Defining a life cycle for a case type
Stages in a life cycle
Defining a primary stage in a life cycle
Defining an alternate stage in a life cycle
Defining property value requirements for stage entry
Removing a stage
Configuring a stage to resolve cases
Processes in a stage
Adding a process to a stage
Removing a process from a stage
Supported comparators for conditions on a process
Steps in a process
Step types
Associating a specification with a step
Removing a specification from an item
Adding functionality to a case type
Case-type settings
Case instantiation
Case status
User actions
Defining local actions for a case type
Defining local actions for a stage
Defining supporting processes for a case type
Defining supporting processes for a stage
Service-level agreements
Setting goals and deadlines for case resolution
Setting a goal and deadline for an assignment
Defining an escalation action for an assignment
Attachment categories
Adding an attachment category to a case type
Enabling notifications for a case type
Assignment notifications
Requirements for goal and deadline push notifications
Enabling offline support for a case type
Disabling geolocation tracking
Geolocation tracking
Case processing
Creating a case
Reopening a resolved case
Following a case
Configuring a case at run time
Finding work assigned to a team
Forms and fields
Dynamic views
Configuring a dynamic view
Overriding the Create view of a case type
Building a form
Reusing a field on a form
Restrictions on field and form reuse
Reusing a form
Adding a single-value field to a form
Configuring a user reference on a form
Adding a data reference to a form
Configuring a data reference on a form
Adding a field group to a form
Adding a field group list to a form
Associating a specification with a user form
Configuring a form at run time
Configuring a work area at run time
Configuring a region at run time
Styling controls at run time
Adding validation to fields on a form
Supported comparators for validation of fields on a form
Supported display modes by field type
Process modeling
Flows
Flow shapes
Shape icons in a flow
Assigning a task to a user
Assignments
Setting a goal and deadline for an assignment
Defining an escalation action for an assignment
Assigning an existing task to a user
Requesting approval from a user
Enabling email approval
Email approval
Resolving issues that arise while rejecting a case
Adding a preconfigured step to a process
Creating a contextual case
Moving a case to a different stage
Pausing a process in a case
Posting messages to a case
Sending email from a case
Sending push notifications from a case
Calling one flow from another flow
Subprocesses
Adding a decision to a flow
Annotating a flow
Communicating with Pulse
Posting a message in Pulse
Enhancing a message in Pulse
Formatting a message in Pulse
Tagging a new message in Pulse
Uploading an attachment in Pulse
Referencing a case or user in Pulse
Replying to a message in Pulse
Tagging an existing message in Pulse
Deleting a message in Pulse
Bookmarking a message in Pulse
Removing a bookmark in Pulse
Viewing your activity feed
Pulse
Managing data
Managing data types in your application
Adding a data type for locally stored data
Adding a data type for remotely stored data by using REST
Removing a data type
Renaming a data type
Updating the description of a data type
Viewing data type details
Data Designer
Creating a data model
Adding fields to your data model
Adding a single-value field to your data model
Adding a field group to your data model
Adding a field group list to your data model
Adding a data reference to your data model
Data references
Storage and display of fields
Configuring fields in your data model
Configuring a picklist
Configuring a text area field
Configuring an attachment field
Calculating the value of a field
Modifying the type of a field
Adding data to your application
Exporting data from your application
Delegating a data type
Modifying a delegated record or data type
Running reports from the Report BrowserRunning reports
Reporting
Report types
Standard reports by category
Report List features
Report results
Actions menu options for reporting
Creating reports
Creating a copy of an existing report
Editing reports
Modifying report details
Adding columns
Reorganizing columns
Defining SQL expressions for a report
Adding filter conditions
Editing the logic for filter conditions
Adding or editing charts
Removing charts by using the Report Editor
Chart types and subtypes
Group by columns in charts
Developing mobile apps
Pega Mobility
Configuring a custom mobile app
Custom mobile app
Navigating to the Build tab of the mobile channel
Branding a custom mobile app
Building custom mobile apps
Building an Android app
Building an iOS app
Configuring a Today widget on iOS
Exporting an unsigned iOS app
Creating an unsigned iOS certificate set
Android certificate set
Opening an Android certificate set
Creating an Android certificate set
Selecting an Android certificate set
Uploading a signing certificate
iOS certificate set
Opening an existing iOS certificate set
Creating an iOS certificate set
Uploading a provisioning profile
Uploading a signing certificate
Uploading a push notifications certificate
Uploading a widget provisioning profile
Selecting an iOS certificate set
Expiration of iOS certificates
Setting up debugging options
Setting up push notifications in a mobile app
Configuring push notifications on Android
Push notifications in an Android mobile app
Configuring push notifications on iOS
Push notifications in an iOS mobile app
Auto-incrementing app version
Setting the app build version
Configuring password enforcement
Setting up an alternative server URL
Distributing mobile apps
Downloading a mobile app in a binary file
Publishing the QR code
Configuring an SDK mobile app
Pega Mobile SDK
Setting up SDK app options for Android
Setting up SDK app options for iOS
Uploading binary files for an iOS SDK app
Uploading an icon for an SDK app
Push notifications from app administrators
Accessing the Push Notifications console
Testing push notifications
Sending push notifications
Reviewing push notification history
Previewing an application on a mobile device
Adding, editing, or deleting a preview device
Channel interfaces
Managing channel interfaces
Pega Mobile Express
Installing the Pega Mobile Express app
Installing web apps
Trademarks and copyrights
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