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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
2018-04-17