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  • Welcome to Pega Platform
  • Getting started
    • Creating an application
      • Setting a password for your application
      • Application types
      • Application rules
      • Advanced settings for a new application
    • Setting up your environment
      • Changing your password
      • Creating a team
        • Inviting a collaborator
        • Profiles and availability
          • Updating team information
          • Setting availability dates
        • Deleting a team
        • Team management
      • Setting your user preferences
      • Designer Studio
      • UI Kit
      • Integrating Agile Workbench with Pega Agile Studio
    • Planning your project
      • Implementation methodologies
      • Direct Capture of Objectives
        • Managing features in your application
          • Creating a feature
          • Creating a subfeature
          • Changing the level of a feature
          • Deleting a feature
        • Creating stories in bulk
          • Populating a story template
            • Finding a feature ID
          • Troubleshooting errors with a story template
        • Importing specifications and requirements
          • Tips for resolving conflicts when importing specifications and requirements
          • Tips for editing spreadsheets of specifications and requirements
      • Sizing an application development project
        • Project sizing
      • Sharing a project plan
        • Exporting stories from Agile Workbench
        • Generating a legacy application profile document
        • Generating a legacy specification document
  • Developing an application
    • Best practices for application development
      • Exploring built-on capabilities
        • Reusing rules and data
          • Deleting relevant records
          • Relevant records
        • Installing components
          • Enabling components
          • Disabling components
        • Interacting with an application guide
        • Finding extension points
      • Viewing application guardrails
        • Application Guardrails landing page
        • Application Overview landing page
          • Managing actors
          • Managing participants
        • The DCO Compatibility tool
        • Using the Accessibility report
        • Compliance Score tab
          • Compliance scores
          • Enabling compliance score history
          • Analyzing compliance score data over time
          • Viewing system alerts by week
        • Compliance Details tab
        • Warning Summary tab
        • Warning Details tab
        • Communicating guardrail compliance
      • Communicating with Pulse
        • Pulse
        • Posting a message in Pulse
        • Replying to a message in Pulse
        • Tagging an existing message in Pulse
        • Enhancing a message in Pulse
          • Formatting a message in Pulse
          • Uploading an attachment in Pulse
          • Adding inline information to a message in Pulse
          • Referencing a case or user in Pulse
            • Restricting case references in Pulse
            • Differentiating case references in Pulse
          • Tagging a new message in Pulse
        • Bookmarking a message in Pulse
        • Removing a bookmark in Pulse
        • Deleting a message in Pulse
        • Viewing your activity feed
        • Pulse gadget and custom APIs
          • Enabling users to post messages in the activity feed
          • Adding a feed source for the activity feed
          • Configuring Pulse email notifications
          • Enabling users to respond to Pulse email notifications
          • Configuring Pulse notifications on additional email accounts
          • Requirements for replying to a push notification from Pulse
      • Enabling accessibility
        • Adding WAI-ARIA roles to a Dynamic Layout
        • Adding a main content link to a dynamic layout
        • Accessibility and Pega Platform
          • Understanding accessibility
          • Accessibility features
            • Page load status
          • WAI-ARIA Roles
          • WAI-ARIA roles in a screen layout
      • Editing with Live UI
        • Editing dynamic layouts with Live UI
        • About the Live UI tool
      • Security guidelines for test environments
      • Security guidelines for custom HTML
    • Developing core functionality
      • Creating a data model
        • Data type management
          • Viewing data type details
          • Adding a data type to your application
            • Creating a new data type
            • Adding an existing data type
          • 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
              • Adding a data reference list to your data model
              • 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
          • Removing a data type
          • Deleting a field from a data type
          • About the Data Visualizer
          • External Data Entities landing page
          • Configuring local data storage
            • Configuring a source for the record editor to use
            • Reviewing local data storage properties
            • Fixing database table generation
            • Data Tables landing page
              • Database tables
          • Adding a data page to a data type
          • Viewing pages and properties that use a data type
          • Adding, updating, and deleting data for a data type
            • Adding or updating data for a data type
            • Importing data for a data type
            • Deleting data for a data type
            • Uploading a file for data import
            • Mapping fields for data import
              • Mapping fields for add, or update or add only purposes
              • Mapping fields for delete or custom purposes
              • Transforming data during import
          • Deleting data for a data type
          • Viewing test cases for a data type
          • Configuring the context for rules related to a data type
          • Exporting data from your application
        • Delegating a rule or data type
          • Prerequisites for delegating a rule or data type
          • Best practices for delegating a rule or data type
        • Data page testing
      • Defining a business process
        • Case types
          • Creating a hierarchy of case types
            • Organization of case types
            • Reviewing the case types in your application
            • Importing a case type
            • Creating a top-level case type
            • Creating a child case type
            • Reusing a case type
            • Deleting a case type
            • Renaming a case type
            • Converting a manual process to a case type
              • Ad hoc cases
            • Extension points for case-type creation
            • Case IDs
              • Customizing the format of case IDs
          • 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
              • Stage validation
                • Defining the required attachment categories for a stage
                • Defining property value requirements for stage entry
                • Conditionally skipping a stage
              • 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
            • Steps in a process
              • Step types
            • Options for case types that do not have a life cycle
          • Adding functionality to a case type
            • Case-type settings
            • Case instantiation
              • Enabling manual case instantiation
                • Overriding the Create view of a case type
              • Configuring email instantiation for a case type
                • Disabling email instantiation for a case type
                • Troubleshooting errors with email instantiation
                • Email instantiation
                  • Email account limitations
                  • Limitations on email discussions
                  • Standard rules used by email instantiation
              • Configuring dependency instantiation for a case type
              • Configuring parent-child instantiation for a case type
              • Management of case-type dependencies
            • Case status
              • Setting case status in a flow
              • Defining a custom status for a case
              • Standard rules and extension points for case status
            • User actions
              • Defining local actions for a case type
              • Defining local actions for a stage
              • Defining local actions for a paused process
              • Defining supporting processes for a case type
              • Defining supporting processes for a stage
            • Service-level agreements
              • Setting goals and deadlines for case resolution
              • Adding an escalation action to a service-level agreement
              • Setting goals and deadlines on the Service-level agreement form
              • Urgency
            • Validating and restricting access to case information
              • Case locking
                • Defining the locking strategy for a case type
                • Overriding the locking strategy of a child case type
              • Restricting access to attachments
                • Creating an attachment category
                • Adding an attachment category to a case type
                • Attachment categories
              • Validating case data
            • Defining the stakeholders of a case
            • Enabling notifications for a case type
              • Assignment notifications
              • Requirements for goal and deadline push notifications
            • Sharing data between parent and child cases
              • Aggregating data in a parent case
              • Propagating data to a child case
            • Enabling offline support for a case type
              • Enabling offline packaging optimization during synchronization
              • Disabling server-side postprocessing in offline cases
              • Enabling offline case attachments support
                • Optimizing large file support performance
                • Dynamic System Settings for optimizing large file support
            • Supporting interactions with external applications
              • Generating mashup code
              • Generating microservice code for case creation
            • Disabling geolocation tracking
              • Geolocation tracking
            • Enabling search engine optimization for a case type
            • Changing the icon of a case type
            • Updating information in a case
            • Modifying the audit trail of a case
          • Standard case-type rules
        • Process modeling
          • Flows
            • Types of flows
            • Flow shapes
              • Shape icons in a flow
            • Keyboard shortcuts for flows
          • Creating a flow
            • Assigning a task to a user
              • Assignments
                • Types of assignments
                • Directed Web Access
                • Standard properties in the Assign- base class
              • Choosing an assignee at run time
              • Adding a confirmation note to an assignment
              • Setting a goal and deadline for an assignment
                • Defining an escalation action for an assignment
              • Enabling custom notifications for an assignment
                • Disabling notifications for an assignment
              • Customizing the Get Next Work logic
                • Extension points for finding your next assignment
                • Get Next Work function
                  • Enabling back-to-back assignments
                  • Upgrading Get Next Work performance
                  • Default behavior of Get Next Work processing
              • Adding a conditional path to an assignment
            • Assigning an existing task to a user
            • Requesting approval from a user
              • Enabling email approval
                • Email approval
                • Standard rules that are related to case creation and approval by email
              • Resolving issues that arise while rejecting a case
            • Adding a preconfigured step to a process
              • Asking a group of related questions in a case
              • Attaching information to a case
                • Attachment types
                • Extension points and supporting rules for attachments
              • Attaching screen captures to a case
                • Creating PDF files by using a compact style sheet
              • Creating a contextual case
              • Collecting digital signatures in a case
              • Finding duplicate cases
                • Defining a threshold with weighted conditions for a case type
                • Defining exact conditions for a case type
                • Restrictions on properties used in duplicate tracking
                • Case matches
              • Moving a case to a different stage
              • Pausing a process in a case
              • Persisting a temporary case
              • Posting messages to a case
              • Preloading a data page
              • Sending email from a case
              • Sending push notifications from a case
              • Updating case information
            • Surveys
              • Questions in a survey
                • Creating questions in bulk
                  • Populating a question template
                  • Troubleshooting errors with a question template
                • Creating a stand-alone question
                • Answer formats for questions in a survey
                • Question pages
              • Creating a survey
                • Best practices for creating a survey
                • Adding a question page to a survey
                • Collecting a single response in a survey
                • Collecting multiple answers in a survey
              • Fine-tuning your survey
                • Adding supporting information to a survey
                  • Adding hover text to a question
                  • Attaching a file or URL link to a question
                  • Displaying a block of text in a question page
                • Conditionally displaying a question in a survey
                • Conditionally displaying a question page in a survey
                • Displaying a warning in a survey
                • Making a question required in a survey
                • Maximizing screen space in a survey
                • Scoring answers in a survey
                • Validating answers in a survey
              • Integration methods for surveys
                • Survey APIs
                • Asking a question in a case
                • Running a survey in a case
              • Requirements for surveys in offline mode
              • Survey Management landing page
            • Calling one flow from another flow
              • Subprocesses
              • Changing the context of a subprocess
            • Changing the path of a flow
              • Adding a decision to a flow
                • Changing the decision logic in a flow
                • Types of decision logic
              • Adding a conditional path to a flow
              • Adding a results-based path to a flow
              • Adding iteration to a flow
              • Adding asynchronous processing to a flow
              • Responding to business exceptions in a flow
                • Tickets
                • Creating a ticket
                • Policy overrides and suspended work items
            • Calling an external resource from a flow
              • Assigning a task to a robotic work queue
              • Assigning a task to an external application
                • Setting a service-level agreement for the Assignment Service shape
              • Connecting a flow to an external application
              • Calling an activity from a flow
              • Running a decision strategy from a flow
            • Documenting a flow
              • Annotating a flow
              • Associating a specification with a flow
                • Associating a specification with a shape in a flow
                • Associating a specification with a step
                • Removing a specification from an item
              • Associating a requirement with a flow
          • Saving data in a data page as part of a flow
          • Restricting access to a flow
          • Flow analysis
            • Calculating the cost of a flow
            • Analyzing user actions in an assignment
            • Analyzing the run-time path of a flow
          • Screen flows
            • Creating a screen flow
            • Adding an entry point to the navigation path of a flow
              • Changing the levels of entry points in a screen flow
            • Adding a cancel button to a screen flow
            • Standard rules that support screen flows
        • Supporting rules
          • Divisions
            • Creating a division
          • About Flow Actions
            • Flow Actions - Completing the New or Save As form
            • Flow Action form - Completing the Layout tab
            • Flow Action form - Completing the Validation tab
            • Flow Action form - Completing the Help Setup tab
            • Flow Action form - Completing the Action tab
            • Flow Action form - Completing the HTML tab
            • Flow Action form - Completing the Security tab
            • Flow Action form - Completing the Pages & Classes tab
            • More about Flow Actions
            • Saving data in a data page as part of a flow action
            • How to unit test a flow action with the Run Rule feature
            • Standard Flow Actions - Connector and Connector/Local
            • Standard Flow Actions (Local)
          • Organization landing page
          • Organization Unit data instances
            • Organization Units – Completing the New or Save As form
            • Organization Unit form – Accounting tab
            • Organization Unit form - Chart tab
            • More about Organization Unit data instances
          • Organization data instances
            • Organizations – Completing the Create or Save As form
            • Organization form – Definition tab
            • Organization form – Chart tab
            • More about Organization data instances
          • Processes landing page
          • Remote System data instances
            • The Federated Case Management Repository landing page
            • Remote System form – Completing the New or Save As form
            • Remote System form - Environment tab
          • Service-level agreement rule form
            • Service-level agreements -
            • Service-level agreement form - Completing the General tab
            • More about service-level agreements
            • Service-level agreements
              • Urgency
          • Skill rules
            • Skill rules- Completing the New or Save As form
            • Skill form - Completing the Skill tab
            • More about Skill rules
          • Stage rules
            • Creating a stage
          • URL Mappings
            • Creating a URL Mappings instance
            • Defining URL patterns for work items
          • Word templates
            • Word Template rules –
            • Providing Word merge operations
            • Configuring Microsoft Word for Word merge
          • Work Parties rules
            • Work Parties rules -
            • Work Parties form - Completing the Valid Parties tab
            • More about Work Parties rules
          • About Work Group data instances
            • Work Groups - Completing the New or Save As form
            • Work Group form – Completing the Work Group tab
            • More about Work Group data instances
          • Work queues
            • Creating a work queue
            • Associating a work queue with an organization
            • Restricting work queue assignments by role
            • Associating a calendar with a work queue
            • Configuring a work queue for robotic automation
            • Notifying operators of work queue activity
            • Listing work queues
            • Initial Work queues (Data-Admin-WorkBasket)
          • Work Management landing page
            • Case Management — Work Management page — Field Level Auditing tab
      • Creating a web channel
        • Creating a composite portal
          • Composite portal
          • Portals for application users
        • Styling your application
          • Skin rules
            • Skin rules
            • Creating a skin
            • Accessing a skin
            • Specifying a skin for your application
            • Excluding unused components from the CSS file
            • Overriding disabled inherited screen layout formats
            • Finding all sections that use a specific format
            • Component styles (custom style formats)
            • About mixins
              • Defining a new mixin
              • Modifying an existing mixin
              • Skin rules - Renaming a mixin
              • Deleting a mixin
              • Determining where a mixin is referenced
            • Included styles
            • Creating a custom style
            • Skin inheritance
              • Creating a new dependent skin
              • Adding a parent skin
              • Overriding an inherited format
              • Reverting an inherited format
              • Viewing the skin inheritance stack
            • Icon fonts
              • Adding the icon font set
              • Adding an icon to a control
              • Previewing and selecting predefined icons with the icon class picker
              • Reviewing available icons
            • Upgrading a pre-7.1 skin
          • Skins, Interfaces, & Templates landing page
        • Customizing the login screen
        • Modifying log-off processing
        • Standard portals
          • Pega Express
            • Design-time limitations in express mode
          • Dashboards
            • Enabling dashboard personalization for a portal
            • Configuring your dashboard
              • Adding a widget
              • Configuring widget options
              • Publishing a dashboard
            • Dashboard widgets
              • Proximity widget
            • Configuring the Weather widget
            • Adding the proximity widget to the Case Manager portal
          • Case processing
            • Creating a case
            • Reopening a resolved case
            • Bulk processing
              • Creating cases in bulk
              • Updating cases in bulk
              • Running flow actions in bulk
              • Troubleshooting errors in bulk processing
            • Finding work assigned to a team
            • Transferring an assignment
            • Case tags
              • Creating a search tag
              • Tagging a case
              • Searching for a case by tag
              • Social landing page
            • Following a user
              • Unfollowing a user
            • Following a case
              • Upgrading cases and followers
              • Managing case followers
            • Modifying a delegated record or data type
            • Work party retrieval methods
            • Notifications
              • Sending event notifications from a case
              • Setting notification preferences
              • Creating a notification
                • Defining a notification message
                • Adding recipients for a notification
              • Notification channels
                • Configuring a web gadget notification channel
                • Configuring an email notification channel
                • Configuring a mobile notification channel
                • Configuring additional parameters for notification channels
            • Case attachment annotations
              • Configuring the color of case attachment annotations
            • Content storage types
              • Storing case attachments outside the Pega Platform database
              • Sourcing attachments from external storage
                • Adding a case or Pulse attachment from a web storage provider
                • Adding a case attachment from a CMIS repository
                • Managing a case attachment stored in a CMIS repository
              • Considerations for case attachments in a repository
          • Reporting in Case Manager
            • Types of reports
              • Standard reports and categories
              • Report categories
              • Report types
              • Usage reports
            • Creating reports in Case Manager
              • Organizing report shortcuts
              • Creating report categories in Case Manager
            • Running reports from the Report BrowserRunning reports
              • Modifying result columns in list reports
              • Modifying result columns in summarized reports
              • Report results
              • Report Browser features
              • Actions menu options for reporting
            • Editing reports
              • Adding columns to reports
                • Modifying column settings
                • Sorting and grouping columns in list reports
                • Data Explorer
              • Editing filter conditions
                • Adding filter conditions
                • Editing the logic for filter conditions
              • Adding or editing charts from the Report Editor
                • Removing charts by using the Report Editor
              • Converting a list report to a summarized report
              • Converting a summarized report to a list report
              • Report Editor
            • Scheduling reports
              • Managing subscriptions to reports
              • Subscribing to reports
              • Schedule task form
      • Implementing a feature
        • Features
        • Reviewing the features in your application
        • Setting your current work item
        • Associating a feature with a work item
        • Rules development
          • Exploring the rules in your application
            • Finding rules by type
            • Finding rules by class
            • Finding rules by name
            • Finding rules by dependency
            • Comparing rules by version
            • Comparing rules by system
              • Using the Rulebase Compare wizard — Step 1: Enter System Info
              • Using the Rulebase Compare wizard — Step 2: Select Instances
              • Using the Rulebase Compare wizard - Step 3: Display Summary
              • Using the Rulebase Compare wizard — Step 4: Display Report
            • Bookmarking a rule
            • Searching for a rule
            • Reporting on rules
              • Exposed columns for the Data-Rule-Summary class
          • Creating a rule
            • Rule forms
          • Organizing rules
            • Creating a ruleset
              • Rulesets
                • About the Ruleset Maintenance wizard
                  • RuleSet Maintenance wizard step 1
                  • RuleSet Maintenance wizard step 2
                  • RuleSet Maintenance wizard step 3
                  • RuleSet Maintenance — Locked Rules
                  • RuleSet Maintenance — Checked-Out Rules
                • Versions tab on the Ruleset form
                • Security tab on the Ruleset form
                • Category tab on the Ruleset form
              • Application Validation mode ruleset
            • Deleting a ruleset
            • Creating a class
              • Class hierarchy and inheritance
              • Class layers
              • Classes
                • General tab on the Class form
                • Locking tab on the Class form
                • Advanced tab on the Class form
                • External Mapping tab on the Class form
                • External classes
            • About the Delete a Class wizard
              • Using the Delete a Class wizard - Step 1: Select Class to Delete
              • Using the Delete a Class wizard - Step 2: Display Classes to Delete
              • Using the Delete a Class wizard - Step 3: Display Results
              • Using the Delete a Class wizard - Step 4: Display References
              • Using the Delete a Class wizard - Step 5: Display References
            • About the Rename a Class wizard
              • Using the Rename a Class wizard
              • Using the Rename a Class wizard
              • Using the Rename a Class wizard —
              • Using the Rename a Class wizard —
              • Using the Rename a Class wizard —
              • Using the Rename a Class wizard —
              • Using the Rename a Class wizard —
              • Using the Rename a Class wizard —
          • Changing the scope of a rule
            • Moving rules
            • Creating a specialized or circumstance rule
              • Creating a circumstance template
                • Circumstance templates
              • Creating a circumstance definition
                • Circumstance rule examples
                • Circumstance definitions
              • Creating a redirected rule
                • Redirected rule
              • Base rules
              • Finding rules by circumstance
              • Specializing a case type
            • Adding a custom field
              • Finding rules by custom field
                • Selecting a rule in the Find Rules by Custom Field wizard
                • Find Rules by Custom Field Wizard - Step 2
                • Find Rules by Custom Field Wizard - Step 3
                • Find Rules by Custom Field Wizard - Step 4
            • Rule status
              • Extension points
            • Rule availability
              • Troubleshooting blocked rules
              • Troubleshooting final rules
            • Defining the input parameters of a rule
              • Prompting users for parameter values
            • Defining the pages and classes of a rule
              • Page names and reserved pages
            • Deleting a rule
              • Restrictions on deleting rules
              • Recovering a deleted rule
          • Managing concurrent development
            • Branch development
              • Creating branches and branch rulesets
                • Adding branches to your application
                  • Creating branches
                    • Rule development in branches
                      • Developing branches with libraries and functions
                  • Adding system branches
              • Branch operations
                • Viewing branch information
                • Reordering branches
                • Locking a branch
                • Packaging a branch
                • Removing a branch from an application
                • Deleting a branch from the system
                • Branch reviews
                  • Creating a branch review
                  • Modifying a branch review
                  • Deleting a branch review
                  • Closing a branch review
                  • Reopening a branch review
                  • Reviewing branches
                • Branch merging
                  • Merging branches into target rulesets
                  • Submitting a branch into a pipeline
                  • Conflicts and warnings in the Merge Branches wizard
                    • Conflicts in the Merge Branches wizard
                    • Resolving conflicts in the Merge Branches wizard
                    • Addressing warnings in the Merge Branches wizard
                  • Merge branches customization
              • Creating a toggle
              • Reviewing and editing toggles
            • Continuous integration and delivery pipelines
              • Configuring a continuous integration and delivery pipeline
              • Continuous integration and delivery pipeline repositories
                • Creating a repository connection
                  • Enabling the Pega repository type
                • Creating custom repository connections
              • Adding a branch from a repository
              • Publishing a branch to a repository
              • Rule rebasing
                • Enabling ruleset versions for Pega repositories for rebasing
                • Rebasing rules to obtain latest versions
            • Checking out a rule
              • Checking out a rule to a branch
              • Private checkout
                • Performing a private checkout
              • Standard rule checkout
              • Rule checkout notes
              • Rule checkout tips
              • Personal ruleset
              • Viewing your checkouts and accessing bulk actions
                • Deleting checkouts in bulk
                • Opening checkouts in bulk
            • Checking in a rule
              • Configuring the rule check-in approval process
                • Rule check-in process
              • Checking in files in bulk
            • Delegating a rule or data type
              • Rule and data type delegation
              • Prerequisites for delegating a rule or data type
              • Best practices for delegating a rule or data type
            • Restoring the earlier state of a rule
              • Rule restoration
          • Associating a rule with a feature
            • Link management for features
        • Changing the status of a work item
        • Capturing application feedback in real time
          • Triaging a feedback item in Agile Workbench
          • Agile Workbench
        • PegaUnit testing
          • Application Quality landing page
            • Color coding of quality metrics
          • Rule coverage landing page
            • Generating a test coverage report
          • Automated Testing landing page
          • Creating a test ruleset
          • PegaUnit test cases
            • Creating PegaUnit test cases
              • Creating a PegaUnit test case for a flow or case type
                • Data that you can record for flows and case types
              • Unit testing an activity
                • Clipboard contents created from activity unit tests
                • Testing an activity in context
              • Unit testing a data page
              • Unit testing a data transform
              • Unit testing a decision table
                • Debugging decision tables with the Tracer
              • Unit testing a decision tree
                • Debugging decision trees with the Tracer
              • Unit testing a when rule
                • Debugging when rules with the Tracer
              • Configuring PegaUnit test cases
              • Assertions
                • Configuring expected run-time assertions
                  • Expected run-time assertions
                • Configuring result count assertions
                  • Result count assertions
                • Configuring property assertions
                  • Property assertions
                • Configuring list assertions
                  • List assertions
                • Configuring page assertions
                  • Page assertions
                • Configuring decision result assertions
                  • Decision result assertions
                • Configuring assigned to assertions
                  • Assigned to assertions
                • Configuring case status assertions
                  • Case status assertions
                • Configuring attachment exists assertions
                  • Attachment exists assertions
                • Configuring case instance count assertions
                  • Case instance count assertions
            • Running a PegaUnit test case
            • Viewing PegaUnit test case results
              • PegaUnit test case run results
            • Opening a PegaUnit test case
            • Exporting a list of PegaUnit test cases
          • PegaUnit test suites
            • Creating PegaUnit test suites
              • Configuring PegaUnit test suites
              • Creating PegaUnit test suites
            • Opening a PegaUnit test suite
            • Running a PegaUnit test suite
            • Viewing PegaUnit test suite run results
              • PegaUnit test suite run results
          • Setting up your test environment
            • Test environment setup
          • Cleaning up your test environment
            • Test environment cleanup
          • Viewing PegaUnit reports
          • Unit testing of rules
            • Clipboard pages created by the Run Rule feature
            • How to unit test a harness with the Run Rule feature
            • How to unit test a Parse Delimited rule
            • How to unit test a Parse XML rule
            • How to unit test a Service EJB rule
            • How to unit test a Service Email rule
            • How to unit test a Service File rule
            • How to unit test a Service HTTP rule
            • How to unit test a Service Java rule
            • How to unit test a Service JMS rule
            • How to unit test a Service JSR 94 rule
            • How to unit test a Service dotNet rule
            • How to unit test a map value
            • How to unit test a section with the Run Rule feature
            • How to unit test a Parse Structured rule
            • How to unit test a Service MQ rule
            • How to unit test a flow action with the Run Rule feature
            • Unit testing a flow
            • How to Unit Test a Service SAP Rule
            • How to unit test a Service SAPJCo rule
            • How to unit test a Service SOAP rule
            • Unit testing a Declare Expression rule
            • Unit Test Suites for AUT
              • Unit Test Suites –
              • Unit Test Suite form – Completing the Contents tab
            • Flow Markers
              • Flow Markers –
              • Flow Marker form – Understanding the Inputs tab
              • Flow Marker form – Understanding the Results tab
          • Working with automated unit tests
            • Creating test cases for automated unit testing
              • Test cases for automated unit testing
    • Enhancing core functionality
      • Business Intelligence Exchange (BIX)
        • Configuring the extraction environment
          • Configuring the BIX source database
          • Configuring the BIX target database connection settings
          • Configuring optional prconfig.xml settings
          • Configuring BIX logging
          • Specifying the database with the engine code
          • Setting up split schema
          • Enabling password encryption
          • Preparing a target database
        • Optional command-line BIX parameters
        • Extract rules
          • Extract rules - Completing the Create, Save As, or Specialization form
          • Extract rules - Completing the Definition tab
          • Extract rules - Completing the File Specification tab
          • Extract rules – Completing the Filter Criteria tab
          • Extract rules – Completing the Pages & Classes tab
          • Extract rules - Understanding the Execution History tab
          • More about Extract rules
        • Running an Extract rule using an agent
        • Running an Extract rule manually in Designer Studio
        • Extracting data from Pega Cloud to an on-premises database
        • Generating an XSD file for XML output
        • Command-line BIX extractions
          • Running the command-line extraction process
        • Stand-alone command-line BIX extractions
          • Establishing a stand-alone command-line BIX extraction process
          • Example shell script file
          • Sample ant build files
          • Creating an XML representation of an Extract rule
        • Unique run identifier
        • BIX logging
          • BIX error handling
        • BIX in the Pega Cloud
          • Running BIX in the Pega Cloud
          • Obtaining BIX extract files from the Pega SFTP server
          • Defining SFTP-related data instances
        • BIX performance
          • BIX performance recommendations
          • BIX high-throughput data downloads in the Pega Cloud
          • BIX performance benchmark
      • Decision Strategy Manager
        • Decision Strategy Manager (DSM)— Landing pages
        • Proposition Management landing page
          • Proposition hierarchy
          • Proposition types
          • Proposition validity
          • Proposition conversion
          • Accessing the Proposition Management landing page
          • Creating a business issue
          • Creating a group
          • Copying groups from a built-on application
          • Removing a business issue or a group
          • Creating a property
          • Versioned propositions
            • Adding a versioned proposition
            • Editing a versioned proposition
            • Editing versioned propositions in Excel
            • Converting groups with unversioned propositions
            • Defining the validity period for versioned propositions
            • Deleting versioned propositions
          • Unversioned propositions
            • Adding an unversioned proposition
            • Editing an unversioned proposition
            • Defining the validity period for unversioned propositions
            • Duplicating an unversioned proposition
            • Editing unversioned propositions in bulk
            • Deleting unversioned propositions
        • Simulation Testing landing page
          • Creating simulation tests
          • Managing simulation tests
        • Data Flows landing page
          • Creating a data flow
            • Types of data flows
            • Filtering incoming data
            • Combining data from two sources
            • Converting the class of the incoming data pages
            • Merging data
            • Applying complex data transformations
            • Applying complex event processing
            • Applying strategies for improving results of customer interactions
            • Applying text analysis on the data records
            • Branching a data flow
            • Configuring a data flow to update a single property only
          • Creating a batch run for data flows
            • Reprocessing failed records in batch data flow runs
          • Creating a real-time run for data flows
          • Creating an external data flow run
            • Managing external data flow runs
            • External Data Flow Run window
          • Monitoring single case data flow runs
          • Changing the data flow failure threshold
          • Pre- and post-processing of data flows
          • Accessing the Data Flows landing page
        • Managing predictive and text analytics models
          • Adaptive analytics
            • Creating an adaptive model
            • Adaptive Models Management landing page
              • Viewing adaptive model last responses
              • Clearing adaptive models
              • Deleting adaptive models
              • Updating adaptive models
              • Viewing the adaptive model parameters
              • Uploading customer responses
              • Adaptive model details
            • Adaptive Models Schema Migration
              • Accessing the Adaptive Model Schema Migration landing page
              • Migrating adaptive model schema
          • Predictive analytics
            • Creating a predictive model
              • Editing settings for a predictive model
                • Settings for the Outcome definition step
                • Settings for the Sample construction step
                • Settings for the Data analysis step
                • Settings for the Predictor grouping step
                • Settings for the genetic algorithm model
                • Settings for the Score distribution step
              • Preparing data
                • Selecting a data source
                • Constructing a sample
                • Defining the outcome field
                  • Defining the outcome field for scoring and extended scoring models
                    • Defining a previous decision
                  • Defining the outcome field for spectrum models
              • Analyzing data
                • Defining the predictor role
                • Analyzing and configuring predictors
                  • Raw distribution
                  • Binning options for predictors
                    • Managing binning options for numeric predictors
                    • Managing binning options for symbolic predictors
                  • Grouping options for predictors
                    • Auto grouping option for predictors
                    • Managing grouping options for numeric predictors manually
                    • Managing grouping options for symbolic predictors manually
                • Outcome inferencing
                  • Checking distribution of accepts
                  • Constructing an inference sample
                  • Checking similarity based inference
                  • Checking inference tuning
                  • Comparing inference results
                  • Performing final data analysis
                • Virtual fields
                  • Adding virtual fields
                  • Modifying a virtual field
                  • Deleting a virtual field
                • Generating data analysis reports
              • Developing models
                • Grouping predictors
                • Creating models
                  • Computation models in the Analytics Center portal
                  • Creating a regression model
                  • Creating a decision tree model
                  • Creating a bivariate model
                  • Creating a genetic algorithm model
                  • Benchmark models
                  • Sensitivity of models
              • Analyzing models
                • Comparing scores generated by models
                • Checking score distribution
                • Comparing the classification of scores generated by models
              • Selecting a model for deployment
            • Creating a custom template for creating a predictive model
            • Importing a project
            • Exporting a project
            • Types of predictive models
            • Categories for creating predictive models
            • Analytics Center Settings landing page
              • Accessing the Predictive Analysis Director Settings landing page
              • Enabling outcome inferencing
              • Selecting an internal database
          • Text analytics
            • Creating machine learning-based topic detection models
              • Setting up a topic detection model
              • Preparing data for topic detection
              • Uploading data for training and testing of the topic detection model
              • Defining the training and testing samples for topic detection
              • Creating the topic detection model
              • Reviewing the topic detection model
              • Saving the topic detection model
            • Creating keyword-based topic detection models
            • Creating machine learning-based text extraction models
              • Setting up a text extraction model
              • Preparing data for text extraction
              • Defining the training set and training the text extraction model
              • Accessing text extraction model evaluation reports
              • Saving the text extraction model
            • Creating keyword-based text extraction models
            • Creating pattern extraction models
            • Creating machine learning-based sentiment analysis models
              • Setting up a sentiment analysis model
              • Preparing data for sentiment analysis
              • Uploading data for training and testing of the sentiment analysis model
              • Defining the training set and training the sentiment analysis model
              • Reviewing the sentiment analysis model
              • Saving the sentiment analysis model
            • Creating machine learning-based intent analysis models
              • Setting up an intent detection model
              • Preparing data for intent detection
              • Uploading data for training and testing
              • Defining training and testing samples, and building the intent detection model
              • Accessing intent analysis model evaluation reports
              • Saving the intent detection model
            • Managing text analysis models
              • Managing incomplete text analytics models
              • Managing built text analytics models
                • Testing text analytics models
            • Sentiment lexicons
            • Text analytics accuracy measures
          • Configuring the model transparency policy for predictive models
        • Interaction History landing page
          • Accessing the Interaction History landing page
          • Applying sample scripts for archiving and purging
            • Applying interaction history scripts in Oracle databases
              • Moving the FACT table records
              • Merging the dimension records
              • Deleting the records from the FACT table
            • Applying interaction history scripts in Microsoft SQL Server
              • Moving the FACT table records in Microsoft SQL Server databases
              • Merging the dimension records in Microsoft SQL Server databases
              • Deleting the records from the FACT table in Microsoft SQL Server databases
            • Applying interaction history scripts in Db2 Database Software
              • Moving the FACT table records in Db2 Database Software
              • Merging the dimension records in Db2 Database Software
              • Deleting the records from the FACT table in Db2 Database Software
        • Data Sources landing page
        • Visual Business Director landing page
          • Comparing decision results in the Visual Business Director planner
          • Visual Business Director planner
            • Accessing Visual Business Director (VBD) planner
            • Customizing Visual Business Director (VBD) planner
          • The Data Sources tab
          • The Key Performance Indicators tab
            • Adding a key performance indicator
            • Editing a key performance indicator
        • Services landing page
          • About decision data nodes
          • Accessing the Services landing page
          • Decision Data Store service
            • Configuring the Decision Data Store service
            • DDS service node status information
          • Adaptive Decision Manager service
            • Configuring the Adaptive Decision Manager service
            • ADM service node status information
          • Data Flow service
            • Configuring the Data Flow service
          • Real Time Data Grid service
            • Configuring the Real Time Data Grid service
          • Stream service
            • Configuring the Stream service
            • Stream service node status information
          • Managing decision data nodes
          • Status information for decision data nodes
          • Configuration settings for nodes
          • Configuring logger settings
        • Customer Movie landing page
          • Accessing the Customer Movie landing page
          • Creating an event type in the Event Catalog
          • Clearing an event type in the Event Catalog
          • Deleting an event in the Event Catalog
          • Browsing events for a customer or a group of customers
          • Adding an events feed to your user interface
        • Revision Management landing page
          • Application overlays
            • Creating application overlays
            • Editing application overlays
            • Deleting application overlays
          • Revisions
            • Revision case type
            • Change Request case type
            • Managing revisions
              • Importing revisions
              • Activating revisions
              • Discarding revisions
              • Rolling back revisions
        • Social Media Metadata landing page
          • Accessing the Social Media Metadata landing page
          • Customizing the metadata retrieval from Facebook data sets
          • Customizing the metadata retrieval from Twitter data sets
        • Methods and functions
        • Analytics Center portal
          • Setting access to the Analytics Center portal
          • Clearing deleted models in the Analytics Center portal
          • Downloading a report on all predictive models
          • Example projects and models in the Analytics Center portal
        • Customer Decision Hub
          • Simulation testing
            • Creating simulation tests in Customer Decision Hub
            • Running simulation tests
            • Running simulation tests from the strategy form
            • Managing simulation tests in Customer Decision Hub
              • Filtering simulation tests
              • Viewing additional simulation test details
              • Configuring reports assigned to simulation test outputs
              • Duplicating simulation tests
              • Comparing simulation tests
              • Assigning custom reports to simulation tests
              • Scheduling simulation tests
        • Supporting rules
          • Adaptive Model rule
            • Adaptive Model rules - Completing the Create, Save As, or Specialization form
            • Adaptive model tab on the Adaptive Model form
              • Model context
                • Adding model identifiers
              • Predictors
                • Adding a predictor to an adaptive model
                • Adding multiple predictors to an adaptive model
              • Parameterized predictors
                • Adding parameterized predictors
            • Monitoring tab on the Adaptive model form
              • Viewing a model report
                • Model report details
                • Predictor report details
              • Viewing the predictors overview
                • Predictor performance information
            • Outcomes tab on the Adaptive Model form
              • Defining outcome values in an adaptive model
            • Settings tab on the Adaptive Model form
            • Parameters tab on the Adaptive Model form
            • Pages & Classes tab on the Adaptive Model form
          • About Data Set rules
            • Data Set rules - Completing the Create, Save As, or Specialization form
            • Data Set rule form - Completing Data Sets
              • Creating a Decision Data Store data set
                • Migrating data between Decision Data Store data sets
              • Creating a Facebook data set
              • Creating a File data set record
              • Creating an HBase data set record
              • Creating an HDFS data set record
              • Creating an interaction history summary data set
              • Creating a Kafka data set
              • Creating a Kinesis data set
              • Creating a Monte Carlo data set record
              • Creating a Twitter data set
                • Configuring advanced filter conditions for Twitter data
              • Creating a YouTube data set record
              • Creating a Visual Business Director data set record
                • Aggregation on the Visual Business Director data set
              • Defining partition keys for stream data sets
              • Exporting data into a data set
              • Importing data into a data set
                • Setting a size limit for data import into a data set
              • Tracing Decision Data Store operations
              • Synchronizing the Actuals data set
            • Exporting data into a data set
            • Importing data into a data set
              • Setting a size limit for data import into a data set
          • About Decision Data rules
            • Decision Data rules - Completing the Create, Save As, or Specialization form
            • Decision Data rule form - Completing the Data tab
            • Decision Data rule form - Completing the Form tab
              • Customizing the Decision Data rule form
              • Configuring Decision Data rule form fields
          • About Event strategy rule
            • Event Strategy rule - Completing the Create, Save As, or Specialization form
            • Event Strategy rule form - Completing the Event Strategy tab
              • Adding aggregations in event strategies
              • Adding filter conditions in event strategies
              • Adding local variables in event strategies
              • Adding join conditions in event strategies
              • Dynamic window size behavior
          • About External Data Flow form
            • External Data Flow rules - Completing the Create, Save As, or Specialization form
            • Data flow tab on the External Data Flow form
          • About Hadoop host configuration (Data-Admin-Hadoop)
            • Connection tab
              • Configuring settings for HDFS connection
              • Configuring settings for HBase connection
              • Configuring YARN settings
              • Configuring run-time settings
          • About Interaction rules
            • Interaction rules - Completing the Create, Save As, or Specialization form
            • Interaction form - Completing the Run Strategy tab
            • Interaction form - Completing the Outcome tab
            • Interaction form - Completing the Fallback Policy tab
            • Interaction form - Completing the Pages & Classes tab
          • Predictive Model rule
            • Predictive Model rules - Completing the Create, Save As, or Specialization form
            • Predictive model tab on the Predictive Model form
              • Reclassifying score distribution
              • XSD validation and PMML error messages
            • Model source tab on the Predictive Model form
            • Configurations tab on the Predictive Model form
              • Configuring custom functions of a PMML model
            • Input mapping tab on the Predictive Model form
            • Pages & Classes tab on the Predictive Model form
          • About Proposition Filter rules
            • Proposition Filter rules - Completing the Create, Save As, or Specialization form
            • Proposition Filter rule form - Completing the Filter criteria tab
            • Proposition Filter rule form - Completing the Default behavior tab
          • About Scorecard rules
            • Scorecard rules - Completing the Create, Save As, or Specialization form
            • Scorecard rule form - Completing the Scorecard tab
            • Scorecard rule form - Completing the Results tab
            • Scorecard form - Completing the Pages & Classes tab
          • About Strategy rules
            • Strategy rules - Completing the New, Save As, or Specialization form
            • Globally optimized strategy
              • Creating a globally optimized strategy
            • Strategy rule form - Completing the Strategy tab
              • Component Categories
                • Strategy components - Sub Strategy
                • Strategy components - Embedded strategy
                  • Configuring audiences for multiline decisioning strategies
                  • Enabling multiple audiences in decisioning strategies through the Embedded strategy shape
                • Strategy components - Import
                • Strategy components - Decision analytics & business rules
                • Strategy components - Enrichment
                • Strategy components - Arbitration
                • Strategy components - Selection
                • Strategy components - Aggregation
                • Strategy components - External input
                • Strategy components - Strategy results
              • Configuring a single case run
              • Configuring a batch case run
                • Decision statistics
                • Performance statistics
              • Test run labels
              • Strategy canvas accelerators and keyboard shortcuts
            • Strategy rule form - Using the Strategy Properties tab
            • Strategy rule form - Completing the Auto-Run Results tab
            • Strategy rule form - Completing the Advanced tab
            • Strategy rule form - Completing the Pages & Classes tab
          • About Text Analyzer rules
            • Sentiment analysis
              • Configuring sentiment analysis
            • Topic detection
              • Configuring topic detection
            • Text extraction analysis
              • Configuring text extraction analysis
            • Intent analysis
              • Configuring intent analysis
              • Default intent model
            • Configuring advanced text analytics settings
              • Configuring language detection preferences
              • Configuring sentiment score range
              • Configuring spelling checker settings
              • Configuring categorization settings
            • Testing Text Analyzer rules
      • Integration services
        • Data mapping in services and connectors
          • Data mapping for SOAP and dotNet connectors
          • Data mapping for SOAP and dotNet services
        • Configuring email accounts with the Email Wizard
          • Entering email information in the Email wizard
            • Configuring the email account in the Email Wizard
            • Reviewing your configuration and completing the Email Wizard
          • Entering email information in the Email wizard
            • Configuring the email listener in the Email Wizard
            • Configuring the service package in the Email Wizard
            • Configuring the email account in the Email Wizard
            • Resolving duplicate records in the Email Wizard
            • Reviewing the configuration and completing the Email Wizard
          • Email servers
          • Example of authenticated user's access group
          • Example of unathenticated user's service package access group
        • About the Connector and Metadata wizard
          • Connector and Metadata wizard – Completing the Choose Purpose form
            • Connector and Metadata wizard – The JNDI Server and Bindings form
            • Connector and Metadata wizard – The Home Methods form (EJB connector)
            • Connector and Metadata wizard – The Remote Methods form (EJB connector)
          • Connector and Metadata wizard – Completing the Initial Parameters form
            • Connector and Metadata wizard – Completing the Select Fields form (importing a JavaBean)
            • Connector and Metadata wizard – Completing the Select Constructors form
            • Connector and Metadata wizard – Completing the Select Methods form
            • Connector and Metadata wizard – Completing the Initial Parameters form (SQL)
            • Connector and Metadata wizard - Define Intended Operations form (SQL)
            • Connector and Metadata wizard - Completing the Select Table Columns form (SQL)
            • Connector and Metadata wizard – Completing the Select Columns for List Query form (SQL)
            • Connector and Metadata wizard – Completing the Map Parameters form (SQL)
            • Connector and Metadata wizard - Choose Service Details form
            • Connector and Metadata wizard - Choose Methods Form (.NET and SOAP)
          • Connector and Metadata wizard – Completing the Previous Runs form
            • Connector and Metadata wizard - Completing the Previous Runs form
            • Connector and Metadata wizard - Completing the Previous Runs form
            • Connector and Metadata wizard - Completing the Add Substitute Rules form
          • Connector and Metadata wizard - Completing the Map Parameters form
          • Connector and Metadata wizard – Completing the Class Conflicts form
          • Connector and Metadata wizard - Completing the Other Conflicts form
          • Connector and Metadata wizard – Completing the Preview Duplicates form
          • Connector and Metadata wizard – Completing the Review form
          • Connector and Metadata wizard - Completing the Class Duplicates form
          • Connector and Metadata wizard - Completing the Other Duplicates form
          • How to call a Windows DLL library
        • Requestor pooling for services
        • Installing and using remote logging
        • Tools for integration development tasks
          • About generating connector rules
          • Connected apps landing page
            • Connecting an app to a service provider
            • Disconnecting an app from a service provider
          • Integration Connectors landing page
            • Creating SOAP integration
              • Providing a WSDL document for SOAP integration
              • Selecting operations for SOAP integration
                • Configuring the authentication for data sources in SOAP integration
                • Testing operations in SOAP integration
              • Generating records for SOAP integration
              • Reviewing the record generation summary
            • Creating REST integration
              • Configuring a REST connection
              • Selecting methods for REST integration
              • Defining a data model for REST integration
                • Configuring the request and response in REST integration by adding a REST response
                • Configuring the request and response in REST integration manually
              • Updating and generating records for REST integration
                • Updating the integration layer for REST integration
                • Updating the data layer for REST integration
              • Reviewing the record generation summary
            • Creating SAP integration
              • Providing an input document for SAP integration
              • Configuring an SAP connection
              • Selecting operations for SAP integration
                • Configuring the authentication for data sources in SAP integration
                • Testing operations in SAP integration
              • Generating records for SAP integration
                • Updating the integration layer for SAP integration
                • Updating the data layer for SAP integration
              • Reviewing the record generation summary
          • About the eForm Rules accelerator
            • eForm accelerator Help: Completing the Select eForm Properties form
            • eForm accelerator Help: Completing the Upload File form
            • eForm accelerator Help: Completing the Select eForm Fields form
            • eForm accelerator Help: Completing the Map eForm Fields form
            • eForm accelerator Help: Completing the Review and Save form
          • Email landing page
          • Creating an email account
          • About importing XSD or DTD files
          • About importing XSD or DTD files
            • Connector and Metadata wizard - Completing the Select Elements form (XSD and DTD)
            • Connector and Metadata wizard – Completing the Select Rule Types form (XSD or DTD)
            • Connector and Metadata wizard – Completing the Add Substitute Rules form
          • JavaBean Viewer tool
            • About importing JavaBeans with the Connector and Metadata wizard
          • Pega Document Scanning
            • Using the Image Viewer
          • Integration Services landing page
          • Service Wizard
            • Service Wizard: Select Service Purpose
            • Service Wizard: Provide Service Details — Select Work Properties
            • Service Wizard: Provide Service Details — Select Flow Actions
            • Service Wizard: Provide Service Details — Select Activity Class
            • Service Wizard: Provide Service Details — Select Service Activities
            • Service Wizard: Provide Service Details — Select Service Parameters
            • Service Wizard: Provide Service Details — Select Data Class
            • Service Wizard: Customize Service Data
            • Service Wizard: Select Service Resources
            • Service Wizard: Configure Data Records
            • Service Wizard: Resolve Duplicates
            • Service Wizard: Review and Save
          • Viewing in-progress and completed integration wizards
        • Supporting rules
          • Integration-Connectors category
            • About Connect BPEL rules
              • Connect BPEL rules – Completing the Create, Save As, or Specialization form
              • Connect BPEL form - Completing the Deployment tab
              • Connect BPEL form – Completing the Methods tab
            • About Connect Cassandra rules
              • Connect Cassandra rules - Completing the Create, Save As, or Specialization form
              • Connect Cassandra form - Completing the Service tab
              • Connect Cassandra form - Completing the Mappings tab
            • About Connect CMIS rules
              • Creating a Connect CMIS rule
              • Connect CMIS form – Completing the Service tab
              • Atom Servers
              • About SOAP Server data instances
            • About Connect dotNet rules
              • Connect dotNet rules – Completing the Create, Save As, or Specialization form
              • Connect dotNet rules – Completing the Faults tab
              • Connect dotNet form – Completing the Request tab
              • Connect dotNet form – Completing the Response tab
              • Connect dotNet form – Completing the Service tab
              • dotNet Connector Form – Completing the Advanced tab
              • dotNET Connector rules – Understanding the WSDL tab
            • About EJB connector rules
              • Connect EJB rules - Completing the New or Save As form
              • Connect EJB form – Completing the Create tab
              • Connect EJB form – Completing the Remote tab
              • Connect EJB form - Completing the Service tab
              • More about Connect EJB rules
            • About Connect File rules
              • Connect File rules - Completing the Create, Save As, or Specialization form
              • Connect File rules - Completing the Service tab
              • More about Connect File rules
            • About Connect HBase rules
              • Connect HBase rules - Completing the Create, Save As, or Specialization form
              • Connect HBase form - Completing the Service tab
              • Connect HBase form - Completing the Mappings tab
            • About Connect HTTP rules
              • Connect HTTP Rules – Completing the Create, Save As, or Specialization form
              • Connect HTTP form – Completing the Request tab
              • Connect HTTP form – Completing the Response tab
              • Connect HTTP form – Completing the Service tab
              • More about Connect HTTP rules
            • About Connect Java rules
              • Connect Java rules - Completing the Create, Save As, or Specialization form
              • Connect Java form – Completing the Constructor tab
              • Connect Java form – Completing the Method tab
              • Connect Java form – Completing the Service tab
              • More about Connect Java rules
            • About Connect JCA rules
              • Connect JCA rules - Completing the Create, Save As, or Specialization form
              • Connect JCA rules - Completing the Input tab
              • Connect JCA rules - Completing the Output tab
              • Connect JCA rules – Completing the Service tab
              • More about Connect JCA rules
            • About Connect JMS rules
              • Connect JMS rules – Completing the Create, Save As, or Specialization form
              • Connect JMS form – Completing the Request tab
              • Connect JMS form – Completing the Response tab
              • Connect JMS form – Completing the Service tab
              • More about Connect JMS rules
            • About Connect MQ rules
              • Connect MQ Rules – Completing the Create, Save As, or Specialization form
              • Connect MQ form - Completing the Service tab
              • Connect MQ form – Completing the Request tab
              • Connect MQ form – Completing the Response tab
              • More about Connect MQ rules
            • About Connect REST rules
              • Connect REST Rules – Completing the Create, Save As, or Specialization form
              • Connect REST form – Completing the Methods tab
              • Connect REST form – Completing the Service tab
              • More about Connect REST rules
            • About Connect SAP rules
              • Connect SAP rules - Completing the Create, Save As, or Specialization form
              • SAP Connector rules – Completing the Faults tab
              • SAP Connector form – Completing the Request tab
              • SAP Connector Form – Completing the Response tab
              • Connect SAP form – Completing the Service tab
              • SAP Connector Form – Completing the Advanced tab
              • SAP Connector rules – Understanding the WSDL tab
              • More about SAP connector rules
            • About Connect SAPJCo rules
              • Connect SAPJCo rules - Completing the Create, Save As, or Specialization form
              • Connect SAPJCo form – Completing the Constructor tab
              • Connect SAPJCo form – Completing the Method tab
              • Connect SAPJCo form – Completing the Service tab
              • More about Connect SAPJCo rules
            • About Connect SOAP rules
              • Connect SOAP rules – Completing the Create, Save As, or Specialization form
              • SOAP Connector rules – Completing the Faults tab
              • SOAP Connector form – Completing the Request tab
              • Connect SOAP form - Completing the Response tab
              • Connect SOAP form – Completing the Service tab
              • SOAP Connector form – Completing the Advanced tab
              • SOAP Connector rules – Understanding the WSDL tab
              • More about SOAP connector rules
            • About Connect SQL rules
              • Connect SQL rules - Completing the Create, Save As, or Specialization form
              • Connect SQL form - Completing the Browse tab
              • Connect SQL form - Completing the Delete tab
              • Connect SQL form - Completing the Open tab
              • Connect SQL form - Completing the Save tab
              • Connect SQL form - Data Mapping
              • More about Connect SQL rules
              • RDB SQL rules (Rule-RDB-SQL)
            • Using attachments with REST, SOAP, SAP, dotNet, and HTTP connectors and services
            • Handling connector exceptions
          • Integration Mapping category
            • About eForm file rules
              • eForm File rules - Completing the Create or Save As form
              • eForm File rules - Completing the Main tab
              • More about eForm File rules
            • Map eForm rules
              • Map eForm rules - Completing the Create, Save As, or Specialization form
              • Map eForm Rules - Completing the Mapping tab
              • Map eForm rules - Completing the Pages & Classes tab
              • More about Map eForm rules
            • Map Structured rules
              • Map Structured rules - Completing the Create, Save As, or Specialization form
              • Map Structured rules - Completing the Mapping tab
              • Map Structured rules - Completing the Pages & Classes tab
              • More about Map Structured rules
            • Parse Delimited rules
              • Parse Delimited rules - Completing the Create, Save As, or Specialization form
              • Parse Delimited form - Completing the Parse Rules tab
              • More about Parse Delimited rules
              • How to unit test a Parse Delimited rule
            • About Parse Normalize rules
              • Parse Normalize rules - Completing the Create, Save As, or Specialization form
              • Parse Normalize form - Completing the Parse tab
            • Parse structured rules
              • Creating a parse structured rule
              • Security tab on the Parse Structured form
              • Steps tab on the Parse Structured form
              • How to unit test a Parse Structured rule
            • Parse XML rules
              • Parse XML rules - Completing the Create, Save As, or Specialization form
              • Parse XML form - Completing the Mapping tab
              • Parse XML rules - Completing the Pages & Classes tab
              • Parse XML form - Completing the XML tab
              • More about Parse XML rules
              • How to unit test a Parse XML rule
              • Parse XML form - Completing the Mapping tab (Version 5.4 fields)
              • Parse XML form - Completing the Validate tab
            • XML Stream rules
              • XML rules - Completing the Create, Save As, or Specialization form
              • XML Stream form - Completing the Mapping tab
              • XML Stream form - Completing the Pages & Classes tab
              • XML Stream form - Completing the XML tab
              • More about XML Stream rules
            • Strategy canvas accelerators and keyboard shortcuts
          • Integration Resources category
            • Connect Request Processor data instances
              • Connect Request Processor – Completing the New or Save As form
              • Connect Request Processor form - Dequeuing Options tab
              • Connect Request Processor form - Queuing Options tab
            • About Email Account data instances
              • Email Accounts – Completing the New or Save As form
              • Email Account form – Completing the Email Account tab
              • More about Email Account data instances
              • How to send digitally signed email
              • Initial Email Account instances (Data-EmailAccount)
            • About Email Listener data instances
              • Email listeners – Completing the New or Save As form
              • Email Listener form – Completing the Process tab
              • Email Listener form – Completing the Properties tab
              • More about Email Listener data instances
            • About File Listener data instances
              • File Listeners – Completing the New or Save As form
              • File Listener form – Completing the Properties tab
              • File Listener form – Completing the Process tab
              • File Listener form – Completing the Error tab
              • File Listener data instances
            • About FTP Server data instances
              • FTP Servers – Completing the New or Save As form
              • FTP Server form – Completing the Environment tab
              • More about FTP server data instances
            • About Interface Generator data instances
              • Interface Generator form - About the Name
              • Interface Generator form – Understanding the Definition tab
            • About JCA Resource Adapter data instances
              • JCA Resource Adapter form – Completing the New or Save As form
              • JCA Resource Adapter form – Completing the Connection tab
              • JCA Resource Adapter form - Completing the ConnectionSpec tab
              • JCA Resource Adapter form – Completing the MetaData tab
            • About JMS Listener data instances
              • JMS Listener data instances – Completing the New or Save As form
              • JMS Listener form – Completing the Listener Properties tab
              • JMS Listener form – Completing the JMS Properties tab
              • More about JMS Listener data instances
            • About JMS MDB Listener data instances (Data-Admin-Connect-JMSMDBListener)
              • JMS MDB Listener data instances – Completing the New or Save As form
              • JMS MDB Listener form – Completing the Listener Properties tab
              • JMS MDB Listener form – Completing the JMS Properties tab
              • More about JMS MDB Listener data instances
            • About JMS Producer Model data instances
              • JMS Producer Model data instances – Completing the New or Save As form
              • JMS Producer Model form – Completing the Model tab
            • About JMS Transport data instances
              • JMS Transport data instances – Completing the New or Save As form
              • JMS Transport form – Completing the JMS tab
              • JMS Transport form – Completing the Request tab
            • About JNDI Server data instances
              • JNDI Server data instances – Completing the New or Save As form
              • JNDI Server form – Completing the Environment tab
              • JNDI Server form – Completing the Custom Properties tab
              • More about JNDI Server data instances
            • About MQ Listener data instances
              • MQ Listeners – Completing the New or Save As form
              • MQ Listener form – Completing the Listener Properties tab
              • MQ Listener form - Completing the Properties tab
              • More about MQ Listener data instances
            • About MQ Server data instances
              • MQ Servers – Completing the New or Save As form
              • MQ Server form – Completing the Environment tab
            • Service Request Processor data instances
              • Service Request Processor – Completing the New or Save As form
              • Service Request Processor form – Queuing Options tab
              • Service Request Processor form – Dequeuing Options tab
            • About Service Package data instances
              • Service Package data instances – Completing the New or Save As form
              • Service Package form – Completing the Context tab
              • Service Package form – Completing the Pooling tab
              • More about Service Package data instances
          • Integration-Services category
            • About Service BPEL rules
              • Service BPEL rules - Completing the Create, Save As, or Specialization form
              • Service BPEL form - Completing the Methods tab
              • Service BPEL form - Completing the Deployment Tab
              • More about Service BPEL rules
            • About Service COM rules
              • Service COM rules - Completing the Create, Save As, or Specialization form
              • Service COM form - Completing the Service tab
              • Service COM form - Completing the Parameters tab
              • Service COM form - Completing the Exceptions tab
              • More about Service COM rules
            • Service dotNet rules
              • Service dotNet rules - Completing the Create, Save As, or Specialization form
              • Service dotNet form - Completing the Service tab
              • Service dotNet form - Completing the Request tab
              • Service dotNet form - Completing the Response tab
              • Service dotNet form - Completing the Faults tab
              • Service dotNet form - Completing the XML Page tab
              • More about Service dotNet rules
              • How to unit test a Service dotNet rule
            • About Service EJB rules
              • Service EJB rules - Completing the New or Save As form
              • Service EJB form - Completing the Service tab
              • Service EJB form - Completing the Parameters tab
              • Service EJB form - Completing the Exceptions tab
              • More about Service EJB rules
              • How to unit test a Service EJB rule
            • Service Email rules
              • Service Email rules - Completing the Create, Save As, or Specialization form
              • Service Email form – Completing the Service tab
              • Service Email form – Completing the Request tab
              • Service Email form – Completing the Response tab
              • More about Service Email rules
              • How to unit test a Service Email rule
            • Service File rules
              • Service File rules - Completing the Create, Save As, or Specialization form
              • Service File form - Completing the Service tab
              • Service File form - Completing the Method tab
              • Service File form - Completing the Request tab
              • More about Service File rules
              • How to unit test a Service File rule
            • Service HTTP rules
              • Service HTTP rules - Completing the Create, Save As, or Specialization form
              • Service HTTP form - Completing the Service tab
              • Service HTTP form - Completing the Request tab
              • Service HTTP form - Completing the Response tab
              • More about Service HTTP rules
              • How to unit test a Service HTTP rule
            • Service Java rules
              • Service Java rules - Completing the Create, Save As, or Specialization form
              • Service Java form - Completing the Service tab
              • Service Java form - Completing the Parameters tab
              • Service Java form - Completing the Exceptions tab
              • More about Service Java rules
              • How to unit test a Service Java rule
            • Service JMS rules
              • Service JMS rules - Completing the Create, Save As, or Specialization form
              • Service JMS form - Completing the Service tab
              • Service JMS form - Completing the Request tab
              • Service JMS form - Completing the Response tab
              • More about Service JMS rules
              • How to unit test a Service JMS rule
            • Service JSR94 rules
              • Service JSR94 rules - Completing the Create, Save As, or Specialization form
              • Service JSR94 form - Completing the Service tab
              • Service JSR94 form - Completing the Request tab
              • Service JSR94 form - Completing the Response tab
              • Service JSR94 form - Completing the Exceptions tab
              • More about Service JSR94 rules
              • How to unit test a Service JSR 94 rule
            • Service MQ rules
              • Service MQ rules - Completing the Create, Save As, or Specialization form
              • Service MQ form - Completing the Service tab
              • Service MQ form - Completing the Request tab
              • Service MQ form - Completing the Response tab
              • More about Service MQ rules
              • How to unit test a Service MQ rule
            • Service Portlet rules
              • Service Portlet rules - Completing the Create, Save As, or Specialization form
              • Service Portlet form - Completing the Portlet tab
              • Service Portlet form - Completing the Portlet 2.0 JSR-286 tab
              • More about Service Portlet rules
            • Service REST rules
              • Service REST form - Completing the Create, Save As, or Specialization form
              • Service REST form - Completing the Service tab
              • Service REST form - Completing the Methods tab
              • More about Service REST rules
              • Distinct URI specification for service REST rules
                • URI template component requirements
              • Service REST monitoring
                • Configuring Service REST rule monitoring
                • Viewing Service REST monitoring results
                • Immediately purging Service REST invocation history
                • Automatically purging invocation history
            • Service SAP rules
              • Service SAP rules - Completing the Create, Save As, or Specialization form
              • Service SAP form - Completing the Service tab
              • Service SAP form — Completing the Request tab
              • Service SAP form - Completing the Response tab
              • Service SAP form - Completing the Faults tab
              • Service SAP form - Completing the XML Page tab
              • Service SAP form - Completing the Advanced tab
              • Service SAP form - Working with the Test Cases tab
              • More about Service SAP rules
              • How to Unit Test a Service SAP Rule
            • Service SAPJCo rules
              • Service SAPJCo rules - Completing the Create, Save As, or Specialization form
              • Service SAPJCo form - Completing the Service tab
              • Service SAPJCo form - Completing the Parameters tab
              • Service SAPJCo form - Completing the Exceptions tab
              • More about Service SAPJCo rules
              • How to unit test a Service SAPJCo rule
            • Service SOAP rules
              • Service SOAP rules - Completing the Create, Save As, or Specialization form
              • Service SOAP form - Completing the Service tab
              • Service SOAP form — Completing the Request tab
              • Service SOAP form - Completing the Response tab
              • Service SOAP form - Completing the Faults tab
              • Service SOAP form - Completing the XML Page tab
              • Service SOAP form - Completing the Advanced tab
              • Service SOAP form - Working with the Test Cases tab
              • More about Service SOAP rules
              • How to unit test a Service SOAP rule
            • About Service Type data instances
              • Service Type data instances – Completing the Save As form
              • Service Type form - Completing the Deployment tab
              • Service Type form - Completing the Listener tab
            • How to call through Java-based services
            • How to provide test data when unit testing service rules
          • About Class Generator data instances
          • About Connect Generator data instances
          • About Metadata Converter data instances
            • Metadata Converter – Completing the New or Save As form
            • Metadata Converter form - Completing the Definition tab
          • Endpoint security for CORS policies
          • Cross Origin Resource Sharing (CORS)
            • Cross Origin Resource Sharing - Completing the Create or Save As form
            • Policy Definition tab on the Cross Origin Resource Sharing form
          • About Registry Java Property Transform data instances
            • Registry Java Property Transform data instances - Completing the Save As form
            • Registry Java Property Transform form – Completing the Entry tab
          • Kafka data instances
            • Creating a Kafka configuration instance
          • SMS accounts
            • Creating an SMS account
      • Pega Mobility
        • Pega Mobile Client
        • Configuring a custom mobile app
          • Custom mobile app
          • Navigating to the Build tab of the mobile channel
          • Mobile app branding
            • Customizing the paused Android app notification
            • Preparing custom branding assets
            • Uploading branding assets and custom modules
            • Contents of the branding assets package
          • Custom modules
            • Preparing custom modules for upload
          • Building custom mobile apps
            • Verifying settings required to build a mobile app
            • Building an Android app
            • Building an iOS app
              • Configuring a Today widget on iOS
            • Exporting an unsigned iOS app
            • Android certificate set
              • Opening an Android certificate set
              • Creating an Android certificate set
              • Uploading a signing certificate
              • Selecting an Android certificate set
            • iOS certificate set
              • Opening an existing iOS certificate set
              • Creating an iOS certificate set
              • Creating an unsigned 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
            • Mobile Certificates page
              • Opening the Mobile Certificates landing page
              • Editing an Android certificate set
              • Editing an iOS certificate set
              • Deleting a certificate set
            • Setting up push notifications in a mobile app
              • Adding the push notifications shape to a workflow
              • Enabling push notifications
            • 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 maximum login time
            • Opening the Mobile Offline configuration page
          • Distributing mobile apps
            • Adding a banner for mobile app download
            • Downloading a mobile app in a binary file
            • Publishing the QR code
          • Advanced features
            • Transition effects on actions
              • Specifying a transition effect for an action
              • Specifying a transition effect for an action manually
            • Touch ID support
            • Utilizing SnapStart module outside of the Pega Mobile SDK
          • Troubleshooting
            • Client Clipboard
              • Enabling the Client Clipboard and setting debugging options
            • Troubleshooting an iOS custom mobile app
            • System info pages
              • Enabling system info pages
              • Requesting technical support
              • Viewing system info settings
              • Simulating offline capability
              • Viewing logs for custom mobile apps
              • Changing the log level
              • Viewing local storage
              • Clearing local storage
              • Viewing actions in the sync queue
              • Clearing actions in the sync queue
            • Device logs
              • Retrieving device logs
              • Viewing device logs
        • Configuring user authentication with OAuth 2.0 tokens
          • Creating Dynamic System Settings for OAuth 2.0 authentication
            • Dynamic System Settings for OAuth 2.0 authentication
          • Creating a custom authentication service for OAuth 2.0 authentication
          • Creating a keystore for OAuth 2.0 authentication
          • Configuring a service package for OAuth 2.0 authentication
          • Creating operator ID instances for OAuth 2.0 authentication
          • Setting up an alternative server URL
        • Push notifications from app administrators
          • Accessing the Push Notifications console
          • Testing push notifications
          • Sending push notifications
          • Reviewing push notification history
        • 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
        • Pega Mobile Express
          • Installing the Pega Mobile Express app
          • Installing web apps
      • Offline capability
        • Offline configuration page
        • Offline packaging optimization during synchronization
        • Server-side postprocessing in offline mode
        • Flow processing in offline mode
          • Screen flows in offline mode
        • Requirements for surveys in offline mode
        • Supported controls when working offline
        • Attach content support in offline mode
          • Configuring maximum offline attachment size
        • Supported actions when working offline
        • Offline (OSCO) mode breakout API
        • Validate rule support in offline mode
          • Adding validate rules to a whitelist for offline use
          • Offline validation API
        • Function rule support in offline mode
          • How to use a function rule in offline mode
          • Offline function rule API
          • How to call a JavaScript function directly
          • Finding a function list for a utility library
        • Data transform support in offline mode
          • Adding data transform rules to a whitelist for offline use
          • Offline data transform API
        • Packaging a signature after the work object is resolved
        • Error and warning handling in offline mode
          • Error and warning handling API in offline mode
        • callActivity action as an extension
      • Creating reports in Designer Studio
        • Report Definitions -
          • Adding or editing charts from the report definition rule form
            • Removing a chart by using the report definition rule form
            • Showing chart data
            • Chart types and subtypes
            • Data settings form in the Chart Editor
            • Styling charts in the application skin
          • Setting the default display behavior for charts
          • Adding maps to reports
            • Defining associations for map charts
          • Managing scheduled reporting tasks in
          • Setting resource limits for reporting
            • Disabling the default functionality for exporting reports to Excel
            • Disabling the creation of an Info sheet in Excel output
            • Settings landing page
          • Report Definition rule form
            • Report Definition Query tab
            • Report Definition Chart tab
              • Maps available for use as charts
            • Report Definition Report Viewer tab
            • Report Definition Data Access tab
            • Report Definition Pages & Classes tab
            • The Calculation Builder
            • Standard Report Definitions — Monitor Assignments
            • Standard Report Definitions — Performance Analysis
            • Standard Report Definitions — Work Analysis
            • Standard Report Definitions — Work Monitoring
            • Standard reports by category
            • More about report definition rules
              • Summary views
                • Chart tab on the Summary View form
                  • Summary View form - Configuring interactive charts
                • Summary View form - Configuring static charts
                • Content tab on the Summary View form
                • Drill Down tab on the Summary View form
                • Format tab on the Summary View form
                • Summary View form - Completing the HTML tab
                • Join tab on the Summary View form
                • Organize tab on the Summary View form
              • List views
                • Content tab on the List View form
                • Display Fields tab on the List View form
                • Format tab on the List View form
                • List View form - Understanding the HTML tab
                • Join tab on the List View form
                • Organize tab on the List View form
                • Selectable tab on the List View form
              • Deprecated – Query List rules (Rule-Query-List)
              • Deprecated – Query Summary rules (Rule-Query-Summary)
          • Associations
            • Association rules -
            • Association form - Completing the Data Access tab
        • Organizing reports
          • Creating report shortcuts
          • Creating a report category
            • Configuring the display of a report category
          • Removing standard reports and categories from the Report Browser
          • Components landing page
          • Shortcut rules
            • Shortcut rules - Completing the New or Save As form
            • Shortcut form – Completing the Shortcut tab
        • Specifying filter options for the Report Viewer
          • Filter conditions
        • Reviewing statistics about report usage
          • Customizing standard usage reports
          • Creating usage reports
          • Report Usage landing page
        • Creating a dedicated ruleset version for manager reports
          • Case types available from the Report Browser
        • Setting up a reports database
          • Disabling usage of a reports database
      • Robotic automation
        • Automation configuration
        • Configuring robotic desktop automation
          • Robotic desktop automation error processing
          • Robotic desktop automation
        • Configuring robotic process automation
          • Configuring the heartbeat interval
          • Virtual machine registration
            • Configuring Pega Platform to register virtual machines
          • Obtaining information from robotic automations
          • Robotic process automation error handling
          • Robotic process automation
      • Creating the user experience
        • Channels and interfaces
          • Viewing channel interactions
          • 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
              • Defining advanced Facebook text analyzer configuration
              • 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
              • Defining advanced WebChat text analyzer configuration
              • 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
            • Editing the text analyzer rule for the Email channel
            • Email channel custom rules
          • Configuring the Mashup channel
          • Adding a conversation to a case type
          • Conversational user channels
        • Design templates
          • Design templates for sections
        • CSS helper classes
          • Adjusting layout styling by using CSS helper classes
          • Adjusting cell styling by using CSS helper classes
          • Reviewing CSS helper class definitions
          • Adding CSS helper classes
        • Harness form -
          • Harness form — Adding a screen layout
            • Configuring a screen layout
            • Screen layout properties
            • Screen layout - Region properties - General tab
            • Upgrading panel sets to screen layouts
          • Harness form - Adding a container
          • Harness forms - How to support work item copying
          • Harness forms - How to support work item printing
        • Sections - Completing the Create or Save As form
          • Creating a section based on a design template
          • Adding an action to an included section
          • Converting sections to full section editor
          • Harness and section forms - Adding a section
          • Displaying a list of recent items in your application
            • Customizing the list of recent items in your application
              • Customizing the content of the list of recent items
              • Modifying the number of items in the recent items list
              • Changing the style of the recent items list
                • Selecting another grid style from the skin
                • Modifying the existing grid style in the skin
                • Defining and applying an additional grid format
              • Customizing the data and label that are displayed on the recent items list
            • Disabling the list of recent items
          • Finding all sections that use a specific format
        • Layouts
          • Working with dynamic layouts
          • Harness and section forms - Adding a Dynamic layout
            • Dynamic Layout Properties - General tab
            • Dynamic Layout Properties — Presentation tab
          • Harness and Section forms - Repeating layouts
            • Repeating dynamic layout - Operations tab
          • Layout Groups
            • Creating a layout group
            • Creating a templated region based on a layout group
            • Adding a when rule to a layout group
            • Layout Group Properties — General tab
            • Layout group properties - Presentation tab
          • Harness and Section forms - Adding a Table layout
            • Table layout - General tab
            • Table layout - Presentation tab
            • Grid layout - Operations tab
          • Harness and Section forms - Adding an Information Mashup section
            • Harness and Section forms - Configuring an Information Mashup section
          • Harness and section forms — Adding a Column Layout
            • Column layout properties - General tab
            • Column layout properties - Presentation tab
        • Controls
          • Standard controls
            • Specifying visibility and privilege options for a control
            • Adding actions to a control
            • Copying, moving, or deleting a control
            • Button controls
              • Styling options for Button controls
              • Adding and configuring a Button control
                • Adding a Button control to a layout
                • Adding a Button control to a harness
                • Specifying the caption for a Button control
                • Specifying the image source and tooltip for a Button control
                • Specifying presentation options for a Button control
            • DateTime (calendar) controls
              • Understanding the Date, TimeofDay, and DateTime property types
              • Evaluation of symbolic dates
              • Java date pattern
              • Adding and configuring a DateTime (calendar) control
                • Adding a DateTime control to a layout
                • Selecting the property for a DateTime control
                • Specifying read-only and edit options for a DateTime control
                • Selecting the date and time format and display mode
                • Selecting spinners or drop-down fields for navigation
                • Restricting the years displayed
                • Displaying week numbers in calendar widgets
                • Disabling the selection of weekend days
                • Setting intervals of minutes
                • Specifying presentation options for a DateTime control
            • Adding and configuring a Data Visualization control
              • Adding a Data Visualization control
              • Specifying the data source for a Data Visualization control
              • Specifying the visual properties of a Data Visualization control
            • Icon controls
              • Adding and configuring an Icon control
                • Adding an Icon control to a layout
                • Specifying the icon source and tooltip for an Icon control
                • Specifying presentation options for an Icon control
                • Standard icons
            • Link controls
              • Styling options for Link controls
              • Adding and configuring a Link control
                • Adding a Link control to a layout
                • Specifying the caption for a Link control
                • Specifying the image source and tooltip for a Link control
                • Specifying presentation options for a Link control
            • Multi-Select list controls
              • Adding and configuring a Multi-Select list control
                • Adding a Multi-Select list control
                • Selecting the property for a Multi-Select list control
                • Specifying the list source for a Multi-Select list control
                • Specifying presentation options for a Multi-Select list control
            • Rich Text Editor controls
              • Adding and configuring a Rich Text Editor control
                • Adding a Rich Text Editor control
                • Selecting the property for a Rich Text Editor control
                • Specifying presentation options for a Rich Text Editor control
              • Skin formats for Rich Text Editor controls
                • Creating a new Rich Text Editor format
            • Timeline controls
              • Adding and configuring a Timeline control
                • Adding a Timeline control
                • Specifying the data source for a Timeline control
                • Specifying the date range for a Timeline control
                • Specifying presentation options for a Timeline control
              • Creating a custom Timeline control
          • Advanced controls
            • Selecting the property reference for a control
            • Specifying presentation options for a control
            • Harness and Section forms - Adding an Address Map control
              • Harness and Section forms - Using an Address Map control
              • Troubleshooting Show User Location feature in browsers
            • Harness and Section forms - Adding an Attach Content control
              • Configuring file size options for the Attach content control
              • Customizing how the Attach content control is displayed
            • Harness and Section forms - Adding an autocomplete control
              • Autocomplete Properties — General tab
              • Autocomplete Properties — Presentation tab
              • Source of autocomplete field values
            • Harness and section forms - Adding a chart
              • Chart control - Completing the Axis tab for a line chart
              • Chart control -- Axis tab for an area chart
              • Chart control - Completing the Axis tab for a bar chart
              • Chart control -- Axis tab for a column chart
              • Chart control -- Needle tab for a gauge chart
              • Chart control - Completing the Wedges tab for a pie chart
            • Harness and Section forms - Adding a Check Box control
            • Harness and section forms - Adding a Currency Control
              • Purpose-Specific Control— General tab
              • Currency Properties – Presentation tab
              • Using the Currency Control
            • Harness and Section forms: Fields — Adding a Data Field for a composite application
            • Harness and Section forms - Adding a drop-down control
              • Dropdown control Properties — General tab
              • Dropdown control Properties — Presentation tab
            • Harness and Section forms - Adding formatted text
            • Harness and section forms - Adding an Integer Control
              • Integer Properties — Presentation tab
            • Harness and Section forms - Placing a text label in a layout cell or header
            • Harness and Section forms - Displaying location as static map image
            • Harness and Section forms - Adding paragraphs to place rich text in a layout cell or header
            • Harness and section forms - Adding a Purpose-Specific control
            • Harness and Section forms - Adding a Rich Text Editor control
              • Rich Text Editor control Properties — General tab
              • Rich Text Editor control Properties — Presentation tab
            • Harness and Section forms - Adding a Radio Button control
              • Radio Buttons control Properties — General tab
              • Radio Buttons control Properties — Presentation tab
              • Radio Button Properties - Behavior tab
            • Harness and Section forms - Adding a Signature Capture control
              • Harness and Section forms - Customizing a Signature Capture control
            • Harness, section and flow action forms - Adding a Smart Label
              • Smart Label Properties — Presentation tab
            • Harness and Section forms - Adding a Text Area control
            • Harness and Section forms - Adding a Text Input control
            • Adding a video to a section
          • Creating a custom control
            • Custom controls
            • Selecting a control mode (editable, read-only)
            • Selecting a UI element and property
            • Setting size and appearance options
            • Formatting control text
            • Adding actions to a control
            • Adding a custom control to the design palette
        • Modal dialog box
          • Displaying a modal dialog box from a button
          • Displaying a modal dialog box from a grid layout
          • Modal dialog box templates
          • Creating custom modal dialog box templates
        • Forms and fields
          • Dynamic views
            • Configuring a dynamic view
          • 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 field group to a form
            • Adding a data reference to a form
              • Configuring a data reference on a form
            • Adding a field group list to a form
            • Associating a specification with a user form
          • Adding validation to fields on a form
            • Supported comparators for validation of fields on a form
          • Supported display modes by field type
          • Enabling spell checking in user forms
          • Legacy form rules
        • Supporting rules
          • Harness and Section forms: Help — Client Event Editor
          • Harness and Section forms — Using the Condition Builder to configure dynamic UI actions
          • UI Gallery landing page
          • Notification channels landing page
          • About Binary File rules
            • Binary File rules -
            • Binary File rules - Completing the Main tab
            • More about Binary File rules
          • About Broadcast data instances
            • Broadcast data instances - Completing the New or Save As form
            • Broadcast form - Completing the Message tab
          • About Calendar data instances
            • Calendars – Completing the Create New or Save As form
            • Calendar form – Completing the Schedule tab
            • More about Calendar data instances
          • Control form - Completing the Control tab
          • Control form - Completing the HTML tab
          • Control form - Completing the Pages & Classes tab
          • More about Controls
          • Actions tab
          • Harnesses
            • Harnesses form - Completing the Design tab
            • Harness form - Completing the Display Options tab
            • Harness form - Completing the Scripts and Styles tab
            • Harness form - Completing the Pages & Classes tab
            • Harness form - Completing the Advanced tab
            • Harness form - Presenting flow actions
            • Harness forms - Placing a button in a harness
            • More about Harnesses
            • How to unit test a harness with the Run Rule feature
          • About HTML Fragment rules
            • HTML Fragment rules - Completing the New or Save As form
            • HTML Fragment form - Completing the HTML tab
            • HTML Fragment form - Completing the Pages & Classes tab
            • More about HTML Fragment rules
          • HTML5 Application Readiness landing page
            • HTML5 Application Readiness - CSS Upgrade
          • About HTML rules
            • HTML rules -
            • HTML form - Completing the HTML tab
            • HTML form - Completing the Pages & Classes tab
            • More about HTML rules
            • Deprecated - HTML Fixed List rules (Rule-HTML-FixedList)
          • About Image Content data instances
            • Image Library landing page
            • Image Content form - Completing the New or Save As form
            • Image Content data instances - Completing the Main tab
            • More about Image Content data instances
          • About Navigation rules
            • Hierarchy rules
            • Navigation rules -
            • Navigation form - Completing the Editor tab
            • Navigation form - Completing the Pages & Classes tab
            • Navigation rule — Completing the Node Details Action tab
          • Portal rules
            • Portal rules -
            • Portal form - Completing the Details tab
            • More about Portal rules
          • Sections
            • Section form - Completing the Design tab
            • Settings tab of the Section form
            • Section form - Completing the Parameters tab
            • Section form - Completing the Pages & Classes tab
            • Section form - Completing the HTML tab
            • Harness and section forms - Adding a Column Repeat layout
            • Harness and Section forms - Adding a record editor section
              • Harness and Section forms - Configuring a record editor section
            • Harness and Section forms - About Smart layouts
              • Smart layout Properties - General tab
              • Section forms — Adding an accordion layout
              • Section forms - Adding a Tab group
              • How to convert a section to use smart layouts
            • Harness and section forms - Adding a Tabbed Repeat layout
            • Harness and Section forms - Adding a Tree layout
            • Harness and Section forms - Adding a Tree Grid layout
            • More about Sections
            • How to unit test a section with the Run Rule feature
          • Skin rules
            • Skin rules - Completing the Create or Save As form
            • Mixins tab of the Skin rules form
              • Skin rules - Renaming a mixin
              • Color Picker
            • Component styles tab of the Skin rule form
              • General
                • Skin form — Components tab — General — Action area
                • Skin form — Components tab — General — Action area
                • Skin form — Components tab — General — Button area
                • Skin form — Components tab — General — Custom styles
                • Skin form — Components tab — General — Errors
                • Skin form — Components tab — General — Errors
                • Skin form — Components tab — General — Errors
                • Skin form — Components tab — General — Modal dialogs
                • Skin form — Components tab — General — Modal dialogs
                • Skin form — Components tab — General — Modal dialogs
                • Skin form — Components tab — General — Overlays
                • Skin form — Components tab — General — Page
                • Skin form — Components tab — General — Panel Set
                • Skin form — Components tab — General — Panel Set
                • Skin form — Components tab — Layouts — Screen layouts
                • Skin form — Components tab — General — Wizard
                • Skin form — Components tab — General — Wizards
              • Layouts
                • Skin form — Components tab — Layouts — Accordions — Header tab
                • Skin form — Components tab — Layouts — Accordions — Body tab
                • Skin form — Components tab — Layouts — Containers
                • Skin form — Components tab — Layouts — Containers
                • Skin form — Components tab — Layouts — Containers
                • Skin form: column layouts
                • Skin form — Components tab — Layouts — Dynamic layouts
                • Skin form — Components tab — Layouts — Layout Groups
                • Skin form — Components tab — Repeat-row/columns
                • Skin form — Components tab — Repeat-row/columns
                • Skin form — Components tab — Layouts — Tabs
                • Skin form — Components tab — Layouts — Tabs
                • Skin form — Components tab — Layouts — Trees and tables - General tab
                • Skin form — Components tab — Layouts — Trees and tables - Rows tab
                • Skin form — Components tab — Layouts — Trees and tables - General tab
                • Skin form — Components tab — Layouts — Trees and tables — Borders tab
                • Skin form — Components tab — Layouts — Trees and tables - Behaviors tab
                • Skin form — Components tab — Layouts — Trees and tables - Actions Layout tab
                • Skin form — Components tab — Layouts — Legacy layouts
              • Controls
                • Skin form — Components tab — Controls — Autocomplete
                • Skin form — Components tab — Controls — Autocomplete
                • Skin form — Components tab — Controls — Buttons
                • Skin form — Components tab — Controls — Charts
                • Skin form — Components tab — Controls — Check boxes
                • Skin form — Components tab — Controls — Dropdowns
                • Skin form — Components tab — Controls — Labels
                • Skin form — Components tab — Controls — Links
                • Skin form — Components tab — Controls — Menus
                • Skin form — Components tab — Controls — Menus
                • Skin form — Components tab — Controls — Menus
                • Skin form — Components tab — Controls — Radio buttons
                • Skin form — Components tab — Controls — Rich Text Editor
                • Skin form — Controls — Smart Label
                • Skin form — Components tab — Controls — Smart tip and Smart info
                • Skin form — Components tab — Controls — Smart tip and Smart info
                • Skin form — Components tab — Controls — Smart tip and Smart info
                • Skin form — Components tab — Controls — Split/menu button
                • Skin form — Components tab — Controls — Split/menu button
                • Skin form — Components tab — Controls — Text inputs & Formatted text
              • Reports
                • Skin form — Components tab — Reports — Column filter
                • Skin form — Components tab — Reports — Column Filter
                • Skin form — Components tab — Reports — List view
                • Skin form — Components tab — Reports — List view
                • Skin form — Components tab — Reports — Paging bar
            • Base Settings
            • Inheritance
            • Skin form - Included Styles tab
            • More about Skin rules
            • Specifying a skin for your application
          • About SpellChecker Properties data instances
            • Initial Spellchecker Properties data instances (Data-SpellChecker-Properties)
            • Spellchecker Property data instances - Completing the New or Save As form
            • Spellchecker Properties form – Completing the Dictionaries tab
            • Spellchecker Properties form - Completing the Properties tab
            • More about Spellchecker Properties data instances
          • About Static Content Bundle rules
            • Static Content Bundle rules - Completing the New or Save As form
            • Static Content Bundle rules - Completing the Definition tab
            • More about Static Content Bundle rules
            • HTTP compression and timeout settings
          • Stream processing of JSP tags
            • Introducing JavaServer Page tags
            • JavaServer Pages tags
              • Introducing JavaServer Page tags
              • acDataSource JavaServer Page tag
              • assert JavaServer Page tag
              • autoComplete JavaServer Page tag
              • binaryfile JavaServer Page tag
              • Converting from directives to JavaServer Page tags
              • JSP tag — chart
              • choose JavaServer Page tag
              • contentURL JavaServer Page tag
              • dataGrid JavaServer Page tag
              • dsField JavaServer Page tag
              • dsFields JavaServer Page tag
              • file JavaServer Page tag
              • forEach JavaServer Page tag
              • include JavaServer Page tag
              • listToList JavaServer Page tag
              • listView JavaServer Pages tag
              • lookup JavaServer Page tag — lookup
              • onlyonce JavaServer Page tag
              • properties-mapping JavaServer Page tag
              • p:r JavaServer Page tag
              • reference JavaServer Page tag
              • save JavaServer Page tag
              • static JavaServer Page tag
              • URL JavaServer Page tag
              • when JavaServer Page tag
              • withEmbedded JavaServer Page tag
              • withPage JavaServer Page tag
              • withReference JavaServer Page tag
              • withTarget JavaServer Page tag
              • More about JavaServer Page tags
            • Reference properties indirectly in JSP tags
            • Converting from directives to JavaServer Pages tags
          • Text File rules
            • Text File rules -
            • Text File rules - Completing the Main tab
            • Text File rules - JavaScript and CSS validation
            • More about Text File rules
    • Debugging an application
      • Troubleshooting newly created rules
      • Finding the class of a rule
      • Application debugging using the Tracer tool
        • Tracer best practices
          • Duplicate trace error
        • Configuring trace conditions
          • Configuring Tracer settings
            • Tracer events to trace
            • Tracer event types to trace
            • Rulesets to trace
            • Reducing Tracer event output
            • Setting the number of lines to display in Tracer
            • Adjusting the buffer size of the Tracer header
              • Tracer event queue overflows
          • Sending Tracer output to a file
          • Setting breakpoints in the Tracer tool
          • Setting watch variables in the Tracer tool
          • Selecting a session to trace
        • Tracing and capturing events
        • Tracing services
          • Cluster-wide tracing of service rules
        • Viewing Tracer results in the Tracer window
          • Tracer results window
      • Clipboard tool
        • Using the Clipboard tool
        • Searching for properties or values on the clipboard
        • Adding a user page to the Clipboard
        • Measuring clipboard size
        • Indirect pages
      • Log files tool
        • Viewing logs
        • Downloading log files
        • Viewing log files in an external log viewer
        • Logging Level Settings tool
          • Temporarily changing the logging level
          • Resetting the logging level for all loggers
        • Renaming Pega logs
        • Rolling a log file
          • Log file appenders
      • My Alerts display
        • Parsing the alert log
        • Suppressing sensitive data in alerts
        • Summarizing the alert log
        • Alerts
        • Alert format
      • Rule resolution
        • Rule resolution exceptions
        • Ruleset list layers
        • Ruleset list usage during rule resolution
        • Using pattern inheritance for rule resolution
        • Viewing your application ruleset list
      • Viewing and justifying warnings
      • Viewing and resolving errors
      • Viewing in-progress and completed wizards
      • Viewing rule history
      • Viewing rule versions
      • Viewing the generated Java of a rule
      • Viewing the XML of a rule
      • Previewing rules
      • Creating connector simulators
      • The Regular Expression tester tool
      • The DateTime parse tester tool
    • Securing an application
      • Attribute-based access control
        • Security attributes markings
        • Storage of operator security attributes
        • Hierarchical attributes
        • One Of and All Of conditions
        • Enabling attribute-based access control
        • Changing attributes on a case
        • Masking property visibility for users
        • Creating an access control policy
        • Creating an access control policy condition
          • Access control policy condition performance
        • Reviewing access control policies
        • Verifying access control policies
        • Discovery features for access control policies
          • Customization of Discovery gadgets
          • Enabling discovery features for access control policies
          • Adding a Discovery gadget to a customized user interface
      • Access Manager
        • Case type authorization
          • Viewing authorizations for case type items in a single access group
          • Editing authorizations for case type items in a single access group
          • Viewing authorizations for case type items in all access groups
          • Viewing authorizations for case type flows and flow actions in a single access group
          • Editing authorizations for case type flows and flow actions in a single access group
        • Tools authorization
          • Application tools
          • Viewing tools authorization for a single access group
          • Viewing tools authorizations in all access groups
          • Editing tools authorization for a single access group
        • User privilege authorization
          • Standard privileges
          • Granting privileges by using Access Manager
          • Reviewing user privileges for a role by using Access Manager
          • Customizing privileges
      • Groups & Roles
        • Access groups
        • Access roles
        • Standard access roles
        • Privilege inheritance for access roles
        • Viewing access groups and operators
        • Adding an access role to an application
        • Editing access roles
        • Viewing operations available to access role assignees
        • Viewing activities available to access role assignees
        • Turning on privilege inheritance for access roles
        • Controlling role evaluation for access groups
        • Updating access groups by submitting a request to an active instance
      • Rule and data change auditing
        • Enabling security auditing
        • Customizing the memo text for an audited rule
        • Changes in aggregate properties
        • Security Event Configuration
          • Selecting a security event to monitor
          • Adding a custom security event
      • Rule Security Analyzer
        • Searching for security vulnerabilities
        • Analyzing security vulnerability search results
      • Types of ciphers
        • Configuring a platform cipher
          • Viewing keystore usage history in the platform cipher
          • Forcing data key rotation in a platform cipher
        • Configuring a custom cipher
      • Security Policies
        • Managing security policies
          • Security policies settings
        • Displaying the Security Audit Log
      • Restricting access to your application
        • Operator Access
        • Disabling an operator
        • Enabling operators
        • Unlocking an operator
      • HTTP response headers
        • Creating a custom application header
        • Testing a custom application header
      • Creating a JSON Web Token from a Token Profile
        • Configuring activities to generate and process a JSON Web Token
        • Processing a JSON Web Token
          • Configuring an activity to process a JSON Web Token
        • Previewing the JSON Web Token profile
      • Cross-origin resource sharing (CORS) policies
        • Creating a cross-origin resource sharing (CORS) policy
        • Mapping an endpoint to a cross-origin resource sharing (CORS) policy
      • Security rules and data
        • Access Control Policy rule
          • Creating an Access Control Policy
        • Access Control Policy Condition rule
          • Creating an Access Control Policy Condition
        • Access Deny rules
          • Access Deny rules - Completing the New or Save As form
          • Access Deny form – Completing the Security tab
          • More About Access Deny rules
        • Access Group data instances
          • Access Groups - Completing the New or Save As form
          • Access Group form - Using the Associations tab
          • Access Group form – Completing the Definition tab
          • Access Group form – Completing the Advanced tab
          • More about Access Group data instances
        • Access of Role to Object rules
          • Creating an Access of Role to Object rule
          • Access of Role to Object form - Completing the Security tab
          • Specifying privileges for an Access of Role to Object rule
          • Defining access settings for an Access of Role to Object rule
          • Listing Access of Role to Object rules
          • Standard Access of Role to Object rules
        • Access Role rules
          • Creating an access role name
          • Access Role form - Using the Role tab
          • More about Access Role rules
        • Access When rules
          • Access When rules –
          • Access When form – Completing Conditions tab
          • Access When form – Completing the Pages & Classes tab
          • Access When form – Completing the Advanced tab
          • More about Access When rules
        • Application ID data instances
          • Application ID data instances –
          • Application ID form – Completing the Security tab
        • Authentication profiles
          • Creating an authentication profile
          • Configuring a Basic authentication profile
          • Configuring an NTLM authentication profile
          • Configuring an OAuth 1.0a authentication profile
          • Configuring an OAuth 2.0 authentication profile
          • Configuring an Amazon Web Services authentication profile
          • Configuring a Microsoft Azure authentication profile
        • Authentication services
          • Creating an authentication service
          • Configuring a SAML SSO authentication service
            • Configuring the identity provider for a SAML SSO authentication service
            • Mapping operator information for a SAML SSO authentication service
            • Specifying preauthentication and postauthentication activities for a SAML SSO authentication service
            • Requiring reauthentication for new and expired sessions for a SAML SSO authentication service
            • Configuring operator provisioning for a SAML SSO authentication service
            • Overriding the service provider settings for a SAML SSO authentication service
            • Enforcing policies from the Security Policies landing page
            • Activating your SAML SSO authentication service
          • Configuring a custom or Kerberos authentication service
            • Specifying the binding parameters for a custom authentication service
            • Identifying the operator for custom authentication services
            • Specifying the binding parameters for a Kerberos authentication service
            • Identifying the operator for Kerberos authentication services
            • Configuring the challenge behavior for custom or Kerberos authentication services
            • Configuring the timeout behavior for custom or Kerberos authentication services
            • Mapping additional operator information for custom or Kerberos authentication services
          • Configuring an OpenID Connect authentication service
            • Configuring the identity provider for an OpenID Connect authentication service
              • Configuring the identity provider for an OpenID Connect authentication service – Advanced Configuration
            • Mapping operator information for an OpenID Connect authentication service
            • Specifying preauthentication and postauthentication activities for an OpenID Connect authentication service
            • Configuring operator provisioning for an OpenID Connect authentication service
            • Enforcing policies from the Security Policies landing page
            • Activating your OpenID Connect authentication service
          • More about Authentication Services
        • Content Security Policies
          • Content Security Policies – Completing the Create New or Save As form
          • Policy Definition tab on the Content Security Policies form
            • Adding a website to a Content Security Policy
        • Identity Mapping
          • Creating an Identity Mapping data instance
        • Keystores
          • Creating a keystore
          • Configuring a keystore by uploading a file
          • Configuring a keystore by using a file reference
          • Configuring a keystore by using a URL reference
          • Configuring a keystore by using a data page reference
            • Creating a data page for a keystore
            • Creating a data page activity for a keystore
          • Configuring an Amazon Key Management Service (KMS) keystore
          • Changing the default keystore caching settings
        • OAuth 2.0 Client Registration data instances
          • Creating an OAuth 2.0 Client Registration data instances
          • Configuring an OAuth 2.0 Client Registration data instance
        • OAuth 2.0 Provider data instances
          • Creating an OAuth 2.0 Provider data instance
          • Configuring an OAuth 2.0 Provider data instance
        • OAuth Client data instances
          • Creating an Oauth Client data instance
          • Configuring an Oauth Client data instance
        • Operator IDs
          • Creating an operator ID
          • Deleting an Operator ID
          • Profile tab on the Operator ID form
          • Work settings tab on the Operator ID form
          • Security tab on the Operator ID form
        • Privileges
          • Creating a privilege
          • Requiring a privilege for a rule
          • Viewing the roles that have a privilege
        • Property Security rules
          • Property Security rules - Completing the New or Save As form
          • Property Security form - Using the Security tab
          • More about Property Security rules
        • Regular Expression rules
          • Parse transforms
          • Parse transform collections
          • Parse infer rules
          • Creating a Regular Expression rule
          • Regular Expression form – Completing the Regular Expression tab
        • Setting rules
          • Setting rules – Completing the Create New or Save As form
          • Setting rules – Completing the Definition tab
          • More about Setting rules
        • System Security data instances
          • System Security data instances – Completing the New or Save As form
          • System Security form - Completing the Authentication tab
        • Token Profile data instance
          • Generation tab on the Token Profile form
          • Pages & Classes tab on the Token Profile form
          • Processing tab on the Token Profile form
        • Web Services Policy data instances
          • Web Services Policy form - Completing the New or Save As form
          • Web Services Policy form - Completing the WS Services tab
          • Web Services Policy form – Completing the Keystore tab
        • Web Service Security Profile
          • Creating a WS-Security Profile
    • Application documentation
      • Real-time agile application document types
        • Creating product overview and gap analysis documents
        • Customizing the format of product overview and gap analysis documents
          • Customizing templates for product overview and gap analysis documents
          • Changing the style of product overview and gap analysis documents
      • Showcasing application features
        • Creating content for a guided tour
        • Associating content with a feature in a guided tour
        • Integrating a guided tour with your application
        • Guided tours
      • Creating an application guide
        • Adding a chapter to an application guide
        • Adding a task to a chapter in an application guide
        • Adding supporting information to an application guide
          • Linking a URL to an application guide
          • Linking a rule or data instance to an application guide
          • Calling a guided tour from an application guide
          • Calling a wizard from an application guide
          • Linking a help topic to an application guide
          • Linking a landing page to an application guide
          • Linking a custom section to an application guide
        • Adding an application guide to a portal
        • Application guides
      • Creating legacy document types
        • Generating a legacy application document
          • Including screen captures in a legacy application document
            • Updating screen captures in a legacy application document
            • Overriding a screen capture in a legacy application document
            • Overriding the image for failed screen captures in legacy application documents
            • Troubleshooting taking screen captures for legacy application documents
          • Including entity relationship diagrams in a legacy application document
        • Generating a legacy application profile document
        • Generating a legacy specification document
        • Applying a corporate brand to your legacy document types
          • Modifying a legacy documentation template
          • Changing the style of a legacy document type
          • Creating custom chapters in a legacy application document
      • Providing usage information for a rule
      • Adding a memo to the history of a rule
  • Preparing an application for production
    • Optimizing application load time
      • Rerunning a preflight optimization
      • Checking results and JavaScript file dependencies
      • Improve application loading time with pre-flight optimization
    • Localizing an application
      • Localization tools menu
      • Preparing your application for translation
        • Localized properties
        • Localized rule types
      • Select languages
      • Select application rulesets
      • Enable records
        • Preparing the translation package for translators
      • Export translations
      • Review the translation package
      • Import translations
      • Review the import results
      • Check the translated values in the application
      • Localization wizard
      • Localizing forms with the Field Value inspector tool
    • Configuring your application for reuse
      • Configuring an application for reuse
      • Packaging a component
        • Components
        • Creating a new component
        • Documenting a component
        • Shared ruleset
    • Preparing your application for secure deployment
    • Skimming features to the latest version
    • Securing relevant records
    • Skim to create a higher version
    • About the bulk Revalidate and Save tool
      • Validation tool
      • Using the Revalidate and Save tool
  • Managing your system
    • System settings
      • System limits and maximums
      • Viewing the current configuration settings of a node or the whole cluster
        • Downloading and viewing the prconfig.xml file for a specific node
        • Modifying the prconfig.xml file
          • Changing a prconfig setting value for a subset of nodes
      • Changing the storage destination
      • Temporary files and temporary files directories
      • System Settings landing page
        • System Settings – Resource URLs tab
        • System Settings – Compiler tab
        • System Settings – System Name tab
        • System Settings – Project Management tab
      • General landing page
      • Scripting
        • prpcUtils properties and arguments
        • prpcServiceUtils properties and arguments
          • Service-enabled system management log files
          • Retrieving service-enabled job status
        • setupDatabase properties and arguments
      • Supporting rules
        • Dynamic System Settings
          • Creating a Dynamic System Setting
          • Overriding the default load activity for a Data Page rule
          • Java methods for Dynamic System Settings and System settings
          • Default Dynamic System Settings data instances
        • About System data instances
          • System data instance - Completing the New or Save As form
          • System form - Completing the Production tab
          • More about System data instances
        • System settings
          • Creating a System setting
          • System Settings form - Completing the Settings tab
    • Node configuration
      • Node classification
        • Configuring node types for agents and listeners
        • Mapping agents to node types
        • Associating an agent with a node type in a locked ruleset
        • Mapping listeners to node types
        • System Node data instances
          • System Node descriptions - Completing the New or Save As form
          • System Node form – Completing the Node tab
          • More about System Node data instances
      • Multi-node systems
        • Clusters - Concepts and terms
        • Balancing HTTP traffic across multiple server nodes
        • Apache Ignite client-server clustering topology
          • Installing in Apache Ignite client-server mode
          • Upgrading to Apache Ignite client-server mode
          • Switching back to embedded mode from Apache Ignite client-server mode
          • Deploying and starting the Apache Ignite servers
          • Performing a rolling upgrade (rolling restart)
      • Full-text search
        • Search indexes
          • Checking search index status
        • Enabling and disabling classes for search indexing
          • Excluding properties with access control policies from search results
          • Specifying custom search properties
            • Custom search properties
            • Configuring search to allow filtering on embedded properties
            • Limitation on page-correlated filters
          • Creating dedicated indexes
            • Dedicated search indexes
            • Deleting dedicated indexes
            • Data type conflicts in dedicated indexes
          • Configuring a report definition to run against an Elasticsearch index
        • Configuring index host nodes
          • Index host node status
          • Enabling and disabling encryption for communication among search nodes
          • Viewing agent information
          • Configuring automated search notifications
          • Configuring index host nodes from the user interface
          • Removing index host nodes by using a direct connection to the database
        • Rebuilding search indexes
          • Configuring fuzzy search
          • Configuring Dynamic System Settings for search
          • Rebuilding search indexes from the user interface
          • Rebuilding search indexes by using a direct connection to the database
          • Node reindexing in a cluster
        • How to integrate with Apache UIMA
      • System Operations landing page
    • Metrics and system health
      • Performance
        • System Performance landing page
          • System category — System Performance - Rules not using lightweight lists
        • Viewing the JVM in use on your server
          • Verbose logging of garbage collection operations
          • Using garbage collection for memory management
        • System category — Static Assembler page
        • Static content
          • Deploying static content to an edge server
        • Caching
          • Rule cache
            • Assessing rule cache performance
            • Determining the rule cache rule count and size
            • Disabling the rule cache
          • Static content cache
            • RuleFileServlet servlet
            • HTTP compression of static files
          • Clearing the conclusion cache
          • Clearing the Declarative Network cache
        • Tools
          • The System Management application
          • System Performance landing page
          • About the Performance tool
            • Performance tool — Using the summary display
            • About the Performance Profiler landing page tab
            • Performance tool — Interpreting the Performance Summary Chart
            • Performance tool — Statistics for services in the SERVICES-PAL log
            • Performance tool — Using the full details display
          • Working with the Shutdown Rule Usage facility
          • Detecting lengthy service operations
          • Verifying that a instance is running
          • How to analyze system-wide usage with the Log-Usage class
          • Licenses
            • Creating a license
            • Classifying rules for license compliance
      • Downloading the system state
        • Downloading the system state by using a REST API
      • Class Management landing page
        • Module version report
        • Generating the module version report
      • System - Predictive Diagnostic Cloud
    • The Pega Platform database
      • Database basics
        • Database naming conventions
        • Identifying a schema within a database instance
        • System limits and maximums
        • Database tier architecture
          • Split schema database architecture
          • Replicated and split databases
      • Database tables and columns
        • Table basics
          • Classes and Properties landing page
            • Property tree tab
            • Database Class Mappings tab
            • Clone Class Group tab
          • Database table primary key (handle)
            • Handle usage
            • Determining if a handle exists
            • Finding the handle of an object
          • How database tables are located
          • Database foundation classes
          • Hybrid data storage model (pzPVStream BLOB)
          • Creating a separate table for a child class
        • Table types
          • Default database tables (Data-Admin-DB-Table)
          • Case tables
          • Work item reports
            • Segregating cases
          • Work item history types
          • Assignment tables
          • Rules tables
          • History tables
          • Data object tables
          • Index tables
          • Link tables
          • Log tables
          • System tables
          • pr_other table
        • Database indexes
        • Database views
        • Property optimization
          • Planning for property optimization
          • Optimizing properties in Select values gadget
          • Optimizing properties from the user interface
            • Exposing properties and populating database columns
            • Viewing column population jobs
            • Canceling column population jobs
          • Schema modification using the Modify Schema wizard
            • Viewing the database schema using the Modify Schema wizard
            • Exposing properties using the Modify Schema wizard
            • Exposing embedded properties
          • Column Populator tool
            • Populating properties by submitting a request to an active instance
            • Populating properties by using a direct connection to the database
            • Example Column Populator Configurations
      • Database administration and performance
        • System Database landing page
        • Platform generated schema changes
        • Stored procedures
        • Viewing and modifying schema information
          • Viewing schema changes
          • Schema optimization
            • Optimizing schema
          • Declarative indexes
            • Setting up a declarative index
          • Logging for Pega Cloud schema operations
          • Schema Tools
            • Viewing database schema information
              • Initial database schema
            • Viewing column BLOB size
            • Increasing column lengths
            • Adding and deleting indexes
            • Defragmenting tables
            • Updating statistics
            • Viewing history
          • Scheduling schema updates
          • Updating PegaRULES after external schema changes
        • Table growth
          • Tablespace planning
          • Table trimming, purging, and archiving
          • Table turnover rates
          • Counting the rows in a database table
        • Database request troubleshooting
          • Selecting database trace options
            • Viewing Database Tracer results in Excel
          • Truncated property values
          • Database schema debugging
          • Testing SQL queries
            • Exporting previously run query results
            • Viewing previously run queries
            • Query Inspector
              • Generating an explain plan
            • Batch insert, delete, and update operations
      • Database security
        • Limiting connections to the PegaRULES database
        • Configuring read-only database access
        • Storage stream encryption of selected classes
          • Encrypting the Storage Stream
        • Properties — Implementing and using the TextEncrypted type
      • Supporting rules
        • Class groups
          • Creating a class group
          • Keys tab on the Class Group form
          • Locks tab on the Class Group form
          • Duplicating a class group
        • Database data instances
          • Database data instances - Completing the New or Save As form
          • Database form - Completing the Advanced tab
          • Database form - Completing the Database tab
          • More about Database data instances
        • About Declare Index rules
          • Declare Index rules - Completing the New or Save As form
          • Declare Index form - Completing the Indexes tab
          • Declare Index form - Completing the Pages & Indexes tab
          • More about Declare Index rules
    • Background processing
      • Agents
        • Agents rules
          • Agents rules –
          • Agents rule form – Completing the Security tab
          • Agents rules – Completing the Schedule tab
          • Agents rule form – Completing the Nodes tab
          • More about agents rules
          • Pega-AutoTest agents
          • Pega-DecisionEngine agents
          • Pega-EndUserUI agent
          • Pega-ImportExport agent
          • Pega-IntSvcs agents
          • Pega-ProcessEngine agent
          • Pega-ProCom agents
          • Pega-RuleRefactoring agent
          • Pega-RULES agents
          • Pega-RulesEngine agents
        • Agent schedule data instances
          • Agent schedule data instances – Key parts
          • Agent schedule data instances – Completing the Schedule tab
          • Agent schedule data instances – Completing the Security tab
          • More about agent schedule data instances
          • Initial Agent Schedule data instances
        • Master agents
        • Agent management
          • Starting, stopping, and restarting agents
          • Tracing agents
          • Enabling notification on agent failure
      • Managing listeners
        • Starting a listener
        • Restarting a listener
        • Stopping a listener
        • Tracing a listener
        • Terminating a tracer session for a listener
        • Viewing details for a listener
        • Installing and using remote logging
      • Managing system queues
        • Requeueing broken items in a system queue
        • Deferring items in a system queue
        • Removing items from a system queue
        • Viewing a system queue item's XML and error messages
        • Filtering and sorting system queues and items
        • Queue Management landing page
    • Requestor Type data instances
      • Managing requestors
      • Requestor Management landing page
      • Requestor Type data instances – Completing the New or Save As form
      • Requestor Type form – Definition tab
      • Requestor Type form – Activities tab
      • More about Requestor Type data instances
      • Configuring ruleset update behavior
      • Requestor pools management
        • Viewing details for a requestor pool
        • Tuning a requestor pool configuration
        • Clearing a requestor pool
    • Passivation
      • Passivation and requestor timeouts
        • Page passivation
        • Timeout passivation
        • HTTP session passivation
      • Passivation storage
        • SystemCleaner passivation settings
      • Passivation and activation
        • Setting a custom passivation mechanism
      • Reporting on passivated requestors
      • Troubleshooting long-lived clipboard pages
      • Distinguishing passivation from EJB passivation
    • High availability
      • Overview of high availability
        • High availability architecture
        • Privileges and roles for high availability management
        • Checklist for rolling out high availability
        • HA Cluster Management
      • Configuring a highly available environment
        • Load balancers
          • Configuring session affinity
        • Application tier architecture
          • Enabling high availability
          • Single sign-on
          • Shared storage
          • Server redundancy
        • Enterprise configuration of high availability
        • High availability developer environments
        • Managing high availability environment variable settings
        • Updating and upgrading highly available systems
          • High availability update process
          • Setting up split schema
          • Migrating rules to a new schema
          • Migrating auto-generated rules
          • Quiesce behavior during upgrades
      • Methods for quiescing a node
        • Immediate drain quiesce
          • On-premises quiesce flow
          • Quiescing a node by using immediate drain
        • Slow drain quiesce
          • Quiescing a node by using slow drain
      • Cluster management
        • HA Cluster Management
          • Configuring high availability landing page visibility
        • HA Cluster Settings
        • Cluster management using Autonomic Event Services (AES)
        • Cluster management using the System Management application (SMA)
        • Cluster management using MBeans
      • High availability integration services
        • Listeners
        • Service packages
        • Service request processors
        • Service rules
      • Crash recovery
        • Server crash recovery
        • Browser crash recovery
        • Dynamic containers and HTML5
        • Enabling crash notification
        • Enabling periodic work recording
    • System category - Upgrade page
      • Hotfix management
        • Obtaining a hotfix catalog
        • Obtaining hotfixes
          • Scanning the system for hotfixes
            • Scanning the system from the user interface
            • Scanning the system by submitting a request to an active instance
            • Scanning the system by using a direct connection to the database
          • Obtaining hotfix packages
        • Preparing to install hotfixes
          • Reviewing hotfixes
          • IBM Db2 for z/OS: Preparing to import an application with schema changes and a separate DB-Admin-DB-Name
          • Applying database schema changes
            • Creating an SQL script from the user interface
            • Creating an SQL script by submitting a request to an active instance
            • Creating an SQL script by using a direct connection to the database
        • Installing hotfix packages
          • Installing hotfixes from the user interface
          • Installing hotfixes by submitting a request to an active instance
          • Installing hotfixes by using a direct connection to the database
          • Verifying hotfix installation results
        • Rolling back hotfixes
          • Rolling back hotfixes from the user interface
          • Rolling back hotfixes by submitting a request to an active instance
          • Rolling back hotfixes by using a direct connection to the database
        • Committing hotfixes
          • Committing hotfixes from the user interface
          • Committing hotfixes by submitting a request to an active instance
          • Committing hotfixes by using a direct connection to the database
        • Hotfix Manager fields and controls
      • Restore points
        • Listing restore points
        • Creating a restore point
        • Deleting a restore point
        • Getting detailed information about a restore point
        • Rolling back to a restore point
      • Updating cloned tables after an upgrade or update
        • Updating cloned tables from Designer Studio
        • Updating cloned tables from the command line
      • Copying a class structure
      • Upgrading Get Next Work performance
      • Upgrading cases and followers
      • Toggle Management landing page
      • Supporting rules
        • Product rules
          • Product rules –
          • Product rules – Completing the Contents tab
          • Product rules – Listing product dependencies for
          • Product form - Completing the Installation tab
        • About System Target data instances
          • System Target data instances – Completing the Key form
          • System Targets form – Completing the Connection tab
    • Tools for migrating rules and data
      • Application Distribution landing page
        • Export gadget
          • Exporting rules to create an archive
        • Import wizard landing page
          • Importing a file by using the Import wizard
          • Importing a file that exposes a new column
          • Resolving missing dependency error messages during an import
          • Import gadget - Aged Duplicates
          • Import gadget - Aged Updates
          • Import gadget - Check Outs
          • Import gadget - Duplicates
          • Import gadget - Import Code
          • Import gadget - Import Schema
          • Import gadget - Insert Instances
          • Import gadget - Libraries
          • Import gadget – No Changes — Instances Already Loaded
          • Import gadget - Pre-existing Rule Conflicts
          • Import gadget – Select a File from the Server to Import
          • Import gadget – Update Instances
          • Import gadget – Views
          • Import gadget - View Schema Files
        • Migration by using the Distribution landing page
          • Migrating rules and data
          • Deployment — Concepts and terms
        • Pre-import and post-import collections
          • Creating pre-import steps
          • Creating post-import steps
          • Pre-import action properties
          • Post-import action properties
      • Rule Compare utility
        • Comparing rule versions with the rule compare utility
        • Comparing rule versions on the History tab
      • Application Packaging wizard
        • Packaging an application
      • Product migration
        • Migrating products from the command line
          • Installing the command-line tool
          • Configuring the source and target systems
          • Migrating products
          • Viewing the status of product migration
          • Canceling the product migration
          • Command-line tool actions
          • Resolving conflicts when importing an archive using the command-line utility
        • Migrating products from the user interface
          • Starting the wizard
          • Selecting the product and target systems
          • Authenticating target systems
          • Viewing migration results
      • Package Work wizard
        • Package Work wizard — Step 1: Enter Description form
        • Package Work wizard — Step 2: Enter Criteria form
        • Package Work wizard — Step 3: Select Work Classes form
        • Package Work wizard — Confirmation form
      • Purge/Archive wizards
        • Using the Purge/Archive Configuration wizard —
        • Using the Purge/Archive Configuration wizard — Step 2: Select Work Types form
        • Using the Purge/Archive Configuration wizard – Step 3: Choose Filtering Criteria form
        • Using the Purge/Archive Configuration wizard —
        • Using the Purge/Archive Scheduling wizard — Work Pool and Name form
        • Using the Purge/Archive Scheduling wizard – Select Archive Settings form
        • Using the Purge/Archive Schedule wizard — Work Object wizard form
        • Using the Purge/Archive Scheduling wizard — Show Summary form
        • Using the Purge/Archive Scheduling wizard — ProcessArchival Flow Link form
        • Using the Purge/Archive Scheduling wizard — Reschedule Archival form
        • Using the Purge/Archive Scheduling wizard — Start Archival Process form
        • Using the Purge/Archive Configuration wizard — Schedule Archival Process form
      • About the Refactor on Import wizard
        • Using the Refactor on Import wizard —
        • Using the Refactor on Import wizard -
        • Using the Refactor on Import wizard —
        • Using the Refactor on Import wizard —
        • Using the Refactor on Import wizard —
        • Using the Refactor on Import wizard —
        • Using the Refactor on Import wizard —
      • About the Search/Replace a String wizard
      • Exporting rules and data by submitting a request to an active instance
      • Exporting rules and data by using a direct connection to the database
      • Importing rules and data by submitting a request to an active instance
      • Importing rules and data by using a direct connection to the database
      • Finding legacy rules in sections
      • Importing the legacy ruleset from the Resource Kit
      • Using the Global Resource Settings feature
        • Fields that support the Global Resource Settings syntax
    • Multitenancy
      • Benefits of multitenancy
      • Multitenant architecture
        • Multitenant core concepts
        • Tenant representation in multitenancy
      • Multitenancy planning
      • Multitenant system deployment planning
      • Multitenancy Installation
      • Multitenant application development
        • Application layering in multitenancy
        • Multitenant SDLC model
        • Tenant development restrictions
        • Build logs
      • Multitenant security
        • Roles, access groups, and privileges
        • File system temporary directory
      • Tenant life cycle administration
        • Tenant management
          • Tenant life cycle
          • Viewing tenant information
          • Adding tenants and administrators
          • Managing tenants
          • Deleting tenants
          • System category — System-Tenant Management page — Overview, Create, Manage tabs
        • Multitenancy SOAP services
          • CreateTenant service
          • DeleteTenants service
          • GetDeleteTenantsStatus service
          • GetTenantDetails service
          • GetTenantStatus service
      • Tenant instances
        • Tenant instances – Completing the General tab
  • Reference
    • Pega API
      • Securing the Pega API
      • Pega API HTTP status codes and errors
      • Configuring Cross-Origin Resource Sharing (CORS) for the Pega API
    • PublicAPI
    • Rules by name
    • Developer utilities
      • Activities
        • Creating an activity
          • Steps tab on the Activity form
            • Activity form - Completing the Steps tab - Entering Method parameters
            • Activity form - Completing the Steps tab - Entering preconditions
            • Defining step transitions in an activity
            • Repeating steps in an activity
          • Security tab on the Activity form
          • Defining the local variables for an activity
        • Activity form - how to create activities for flows
          • Intelligent routing
        • Activities and Data Transforms - Reserved names for parameters and local variables
        • Saving data in a data page when running an activity
        • Methods and instructions
          • method
          • Methods and instructions by name
          • Methods and instructions by function
          • Testing method results using a transition
        • Unit testing an activity
          • Clipboard contents created from activity unit tests
          • Testing an activity in context
        • Activities and page messages
        • How to customize the success and exception windows
        • How to prevent the display of traceback details
        • Activities, libraries, and functions
        • AJAX functionality
        • Standard activities — Extension points
        • About Collection rules
          • Collection rules -
          • Collection form - Completing the Basic / Advanced Collection tab
          • Collection form - Completing the Preamble and Stop tab
          • Collection form - Completing the Specifications tab
          • Using conditions in a collection
          • Setting the context of a collection step
          • Using response actions in a collection
          • Rule type
          • Deprecated Collection form
            • Deprecated Collection form - Completing the Basic / Advanced Collection tab
            • Deprecated Collection form - Completing the Preamble and Stop tab
            • Deprecated collection functionality
        • Methods and instructions by name
          • Methods and instructions by function
          • Activity-Clear-Status method
          • Activity-End method
          • Activity-List-Add method
          • Activity-Set-Status method
          • Apply-DataTransform method
          • Apply-Model method
          • Apply-Parse-Delimited method
          • Apply-Parse-Structured method
          • Apply-Parse-XML method
          • Assert-No-Invocation method
          • Assign-EstablishContext method
          • Branching to another activity
          • Calling another activity
            • Call instruction parameters
            • Passing Page Name parameters
            • Decision Management methods
              • Adaptive model methods
                • Obtaining predictor information
                • Training adaptive models
                • Deleting adaptive models
              • Data flow methods
                • Running a data flow
                • Running a data flow in single mode
                • Specializing activities
                • Managing data flows
                • Monitoring data flows
              • Decision data methods
                • Running decision data instances
              • External data flow methods
                • Creating and starting an external data flow run
                • Starting an external data flow run
                • Stopping an external data flow run
                • Deleting an external data flow run
                • Restarting an external data flow run
                • Retrieving the status of an external data flow run
              • Interaction methods
                • Running interactions
              • Interaction History methods
                • Adding an association with a customer ID
                • Deleting an association between interactions and customer IDs
              • Simulation methods
                • Creating a simulation run
                • Starting a simulation run
              • Strategy methods
                • Returning a list of propositions
                • Returning a list of properties
                • Computing segment logic
          • Using the Call-Async-Activity method
          • Call-Function
          • Using the Collect instruction
          • Commit method
            • Object locking
          • Connect-Atom method
          • Connect-Cassandra method
          • Connect-CMIS method
          • Connect-dotNet method
          • Connect-EJB method
          • Connect-File method
          • Connect-FTP method
          • Connect-HBase method
          • Connect-HTTP method
          • Connect-Java method
          • Connect-JCA method
          • Connect-JMS method
          • Connect-MQ method
          • Connect-REST method
          • Connect-SOAP method
          • Connect-Wait method
          • DataFlow-Execute method
            • Configuring the DataFlow-Execute method for a data flow with abstract input
            • Configuring the DataFlow-Execute method for a data flow with abstract output
            • Configuring the DataFlow-Execute method for a data flow with abstract input and output (single-case execution)
            • Configuring the DataFlow-Execute method for a data flow with stream input
            • Configuring the DataFlow-Execute method for data flows with non-stream input
          • DataSet-Execute method
            • Configuring the DataSet-Execute method for Adaptive Decision Manager
            • Configuring the DataSet-Execute method for Database Table
            • Configuring the DataSet-Execute method for Decision Data Store
            • Configuring the DataSet-Execute method for Event store
            • Configuring the DataSet-Execute method for File
            • Configuring the DataSet-Execute method for HBase
            • Configuring the DataSet-Execute method for HDFS
            • Configuring the DataSet-Execute method for Interaction History
            • Configuring the DataSet-Execute method for Kinesis
            • Configuring the DataSet-Execute method for Monte Carlo
            • Configuring the DataSet-Execute method for a social media data set
            • Configuring the DataSet-Execute method for Stream
            • Configuring the DataSet-Execute method for Visual Business Director
          • End-Validate method
          • Exit-Activity method
          • Flow-End method
          • Flow-New method
          • History-Add method
          • History-List method
          • Index-Finish method
          • Using Java in an activity step
          • Link-Objects method
          • Using the Load-DataPage method
          • Log-Message method
          • Map-Structured method
          • Obj-Browse method
          • Obj-Delete method
          • Obj-Delete-By-Handle method
          • Obj-Filter method
          • Obj-List-View method
          • Obj-Open method
          • Obj-Open-By-Handle method
          • Obj-Refresh-and-Lock method
          • Obj-Save method
          • Obj-Save-Cancel method
          • Obj-Sort method
          • Obj-Validate method
          • Page-Change-Class method
            • Changing the class of a page
          • Page-Clear-Errorlist method
          • Page-Clear-Messages method
          • Page-Copy method
          • Page-Merge-Into method
          • Page-New method
          • Page-Remove method
          • Page-Rename method
          • Page-Set-Messages method
          • Page-Unlock method
          • Page-Validate method
          • Parse-Byte-Pos method
          • Parse-Char-Pos method
          • Parse-Fixed-Binary method
          • Parse-Packed-Decimal method
          • Privilege-Check method
          • Property-Map-DecisionTable method
          • Property-Map-DecisionTree method
          • Property-Map-Value method
          • Property-Map-ValuePair method
          • Property-Ref method
          • Property-Remove method
          • Property-Seek-Value method
          • Property-Set method
          • Property-Set-Corr method
          • Property-Set-HTML method
          • Property-Set-Messages method
          • Property-Set-Special method
          • Property-Set-Stream method
          • Property-Set-XML method
          • Property-Validate method
          • Publish-Notifications
          • Queue-For-Agent method
          • Queue instruction—run an activity asynchronously
            • Parameters for the Queue instruction
          • RDB-Delete method
          • RDB-List method
          • RDB-Open method
          • RDB-Save method
          • Requestor-Stop method
          • Rollback method
          • Using the Rule instruction to support a custom rule type
          • Show-Applet method
          • Show-Applet-Data method
          • Show-HTML method
          • Show-Page method
          • Show-Property method
          • Show-Stream method
          • Start-Validate method
          • StringBuffer-Append method
          • StringBuffer-Insert method
          • StringBuffer-Reset method
          • TaskStatus-Set method
          • Text-Normalize method
          • Thread-Clear method
          • Thread-Stop method
          • Update-Button-Link-Formats
          • Wait method
          • Wait-For-Requestor method
        • List rules
          • List rules -
          • List form - Completing the Fields tab
          • More about List rules
        • Activities that set application preferences for users
      • Application Development landing page
      • Application Inventory landing page
        • Viewing and running inventory reports
        • Viewing the heat map
        • Finding extension points
        • Reusing rules and data
      • Application Structure landing page
        • RuleSet Stack tab
        • RuleSet Prerequisites tab
        • Referencing Applications tab
        • Access Groups & Users tab
        • Other Applications tab
      • Building expressions with the Expression Builder
        • Expression Builder
        • Displaying all functions in the Expression Builder
        • Data type conversions (casting) in expressions and property assignments
        • Expressions
        • Working with the Deprecated Expression Builder
        • Expressions — Examples
        • Expressions — Operators and precedence
        • Mathematical operators
        • Constants in expressions
        • Utility function instance management
          • Replacing a function signature with a different signature
          • Replacing a function signature with a new signature
          • Replacing a function signature when using branches
        • Functions in expressions
          • Methods for calling a function
          • Built-in and When() functions
          • Arithmetic functions
          • DateTime functions
          • Calling an activity in an expression
          • Calling an overloaded function
        • Expression evaluation
          • Order of evaluation
          • Add and subtract operations
          • Multiply, divide, and remainder operations
          • Comparison operators
        • Property references in expressions
          • Clipboard page and property references
          • Page list expressions in a decision tree
        • Parts of aggregate property references
          • Parts of a Page property reference
          • Parts of lists and groups reference
          • Symbolic indexes — APPEND, CURRENT, INSERT, LAST, and PREPEND
            • Obtaining the current index of a page list or page group property
      • About Constraints rules
        • Constraints rules -
        • Constraints form - Completing the Constraints tab
        • Constraints form - Completing the Pages & Classes tab
        • More about Constraints rules
        • About 03-02 Declare Constraint rules (Rule-Declare-Constraint)
      • About Correspondence Fragment rules
        • Correspondence Fragment rules –
        • Correspondence Fragment form - Completing the Stream tab
        • More about Correspondence Fragment rules
      • Correspondence rules
        • Correspondence
        • Correspondence
        • Creating email correspondence by using a template
        • Correspondence rules - Completing the New or Save As form
        • Correspondence form - Completing the Corr tab
        • Correspondence form - Completing the Security tab
        • Correspondence form - Completing the Prompts tab
        • More about Correspondence rules
      • About Correspondence Type rules
        • Correspondence Types rules -
        • Correspondence Types form - Completing the Correspondence tab
      • Data pages
        • Data page rules -
        • Data page rules - Using the Definition tab
        • Data page rules - Using the Load Management tab
        • Data page rules - Using the Pages & Classes tab
        • Data page rules - Using the Usage tab
        • More about data page rules
        • Unit testing a data page
        • Managing read-only data page instance limits
        • Loading data pages asynchronously
        • Data pages and parameters
          • Passing parameters to data pages from UI elements
          • Passing parameters to data pages from sections
          • Passing parameters to data pages from non-UI rules
          • Passing parameters to data pages from autopopulated properties
        • Refreshing an expired data page
        • Viewing declarative processing with the Tracer tool
        • Assessing the effect of data page processing on performance
        • Overriding the default load activity for a Data Page rule
      • Data Transforms
        • Data Transforms - Completing the Create, Save As, or Specialization form
        • Data Transform form - Completing the Definitions tab
        • Data Transform form - Append and Map to action
        • Data Transform form - Append to action
        • Data Transform form - Apply Data Transform action
        • Data Transform form - Auto-map action
        • Data Transform form - For Each Page In and Exit For Each actions
        • Data Transform form - Remove action
        • Data Transform form - Set action
        • Data Transform form - Sort action
        • Data Transform form - Update Page action
        • Data Transform form - When, Otherwise, and Otherwise When actions
        • Data Transform form - Completing the Settings tab
        • Data Transform form - Completing the Pages & Classes tab
        • Standard Data Transforms
        • More about data transforms
        • Unit testing a data transform
      • About Decision Tables
        • Decision Tables -
        • Decision Table form - Completing the Pages & Classes tab
        • Decision Table form - Completing the Results tab
        • Decision Table form - Completing the Table tab
        • More about Decision Tables
        • Unit testing a decision table
          • Debugging decision tables with the Tracer
      • About Decision Trees
        • Decision Trees -
        • Decision Tree form - Completing the Decision tab (Advanced format)
        • Decision Tree form - Completing the Decision tab (Basic format)
        • Decision Tree form - Completing the Pages & Classes tab
        • Decision Tree form - Completing the Configuration tab
        • More about Decision Trees
        • Configuring property evaluation in a decision tree
        • Unit testing a decision tree
          • Debugging decision trees with the Tracer
      • About Declare Expression rules
        • Declare Expression form - Completing the Change Tracking tab
        • Declare Expressions form - Completing the Expressions tab
        • Declare Expression rules - Completing the New or Save As form
        • Declare Expression form - Completing the Pages & Classes tab
        • More about Declare Expression rules
        • Declarative processing - Concepts and terms
        • Unit testing a Declare Expression rule
          • Unit testing Declare Expression rules with manual inputs
          • Unit testing Declare Expression rules with data transforms
        • Declarative network
          • Declarative Network display
          • Viewing the declarative network
      • About Declare OnChange rules
        • Declare OnChange rules -
        • Declare OnChange form - Completing the OnChange Properties tab
        • Declare OnChange form - Completing the Pages & Classes tab
        • More about Declare OnChange rules
        • How to implement business exception processing with policy overrides
      • About Declare Trigger rules
        • Declare Trigger rules -
        • Declare Trigger form - Completing the Pages & Classes tab
        • Declare Trigger form - Completing the Triggers tab
        • More about Declare Trigger rules
      • About Edit Validate rules
        • Edit Validate rules- Completing the New or Save As form
        • Edit Validate form - Completing the Java tab
        • More about Edit Validate rules
      • Find Rules landing page
      • Field values
        • Creating a field value
        • Example field values
      • Function Alias rules
        • Function Alias rules –
        • Function Alias form – Completing the Reference tab
        • Function Alias rules – Understanding the Generated Output tab
        • More about Function Alias rules
        • How to use parameter pages with a function alias
      • Function rule
        • Creating a function
        • Writing Java code for a function
        • Listing aliases for a function
        • Making a function traceable
        • Deleting a function
        • Overriding a standard function
      • Library rules
        • Library rules
        • Library form – Completing the Packages tab
        • Library form - Completing the Static Variables tab
        • More about Library rules
        • Reextracting libraries using the System Management application
      • About Map Values
        • Map Values -
        • Map Value form - Completing the Matrix tab
        • Map Value form - Completing the Configuration tab
        • Map Value form - Completing the Pages & Classes tab
        • More about Map Values
        • Configuring rows and columns in a map value
        • How to unit test a map value
      • Messages
        • Finding messages in your application
        • Creating a message
          • Standard categories of messages
        • Creating a custom message category
        • Displaying a warning message in a rule
        • Standard functions for messages
        • Updating legacy messages and related rules
      • About Paragraph rules
        • Paragraph rules -
        • Paragraph form - Completing the Paragraph tab
        • More about Paragraph rules
      • Properties
        • Properties - Completing the Create, Save As, or Specialization form
        • Property form - Completing the General tab
          • Property form: General tab — Configuring validation
        • Property form - Completing the General tab for Java Object modes
        • Property form - Completing the General tab for Page modes
        • Property form: Completing the General tab - Value modes
        • Property form - Completing the Advanced tab
        • Standard property rules
        • More about Properties
        • Page properties
        • Properties - Working with the Explore Window
        • Property aliases
        • Working with properties
          • Standard Controls
          • Properties — Concepts and terms
          • Property references in expressions
          • Parts of aggregate property references
        • Property Qualifier rules
          • Property Qualifier rules - Completing the New or Save As.. form
          • Property Qualifier form - Completing the Definition tab
          • Property Qualifier form - Completing the Table Edit tab
          • More about Property Qualifier rules
        • About Edit Input rules
          • Edit Input rules -
          • Edit Input form - Completing the Java tab
          • More about Edit Input rules
      • Specifications and requirements
        • Creating a specification
          • Specifications
          • Associating a specification with a rule
          • Enabling specification count and implementation history
          • Viewing specification summary metrics
          • Viewing specifications by complexity, impact, and business objective
          • Viewing specifications
          • Viewing the implementation rules for specifications
          • Fields and controls in the Add/Edit Specification dialog box
          • Fields and controls on the Specification form
        • Creating a requirement
          • Application requirements
          • Tracking a requirement from an external system
          • Setting the requirement status
          • Assigning a requirement to a target release
        • Exporting specifications and requirements
        • Creating custom values for specifications and requirements
        • Viewing additional requirements and specifications
        • Application Profile landing page
          • Application Profile Requirements tab
          • Application Profile Specifications tab
          • Application Profile Analysis tab
      • About Validate rules
        • Validate rules - Completing the New or Save As form
        • Validate form - Completing the Validate tab
        • Validate form Completing the Input tab
        • Validate form - Completing the Pages & Classes tab
        • More about Validate rules
      • When Condition rules
        • When condition rule - Completing the New or Save As form
        • When form - Completing the Conditions tab
        • When form - Completing the Advanced tab
        • When form - Completing the Pages & Classes tab
        • More about When Condition rules
  • Index
  • Glossary
  • Trademarks and copyrights
2018-04-17