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  • Getting started for experienced development teams
    • Creating an application
      • Setting a password for your application
      • Application types
      • Application rules
      • Configuring an application for reuse
      • Switching between applications
      • Implementation methodologies
      • Advanced settings for a new application
    • Setting up your environment
      • Creating a team
        • Inviting a collaborator
        • Adding a secondary manager to a team
        • Defining areas of expertise for a team
        • Deleting a team
      • Setting your work availability
      • Changing your password
      • Configuring your dashboard
        • Changing your dashboard layout
        • Adding a widget to your dashboard
          • Dashboard widgets
          • Including weather information in your dashboard
        • Sharing a dashboard with your team
        • Enabling dashboard personalization for a portal
      • Setting your user preferences
      • Integrating Agile Workbench with Pega Agile Studio
      • Changing your workspace
        • Workspaces
      • Switching between work pools
    • Sizing an application development project
      • Project sizing
  • Developing an application
    • Best practices for application development
      • Reusing built-on capabilities
        • Adding a relevant record to your application
          • Managing relevant records
          • Marking records as relevant records
          • Securing relevant records
          • Relevant records
        • Overriding an extension point
        • Installing components
          • Components
          • Enabling components
          • Creating a component
            • Documenting a component
            • Packaging a component
            • Shared ruleset
          • Disabling components
        • Interacting with an application guide
      • Adopting feature-driven development
        • Creating a feature
        • Creating a subfeature
        • Tracking feature-driven development
          • Creating a story
          • Creating stories in bulk
            • Populating a story template
            • Importing a story template
            • Finding a feature ID
            • Troubleshooting errors with a story template
            • Exporting stories
          • Setting your current work item
          • Changing the status of a work item
        • Requesting a feature enhancement
        • Reporting a feature defect
        • Triaging a feedback item
        • Managing application features
          • Reviewing application features
          • Changing the level of a feature
          • Associating a rule with a feature
          • Associating a feature with a work item
          • Skimming features to the latest version
          • Deleting a feature
      • Delegating a rule or data type
        • Delegating a data type
        • Rule and data type delegation
        • Prerequisites for delegating a rule or data type
        • Best practices for delegating a rule or data type
        • Modifying a delegated record or data type
      • Improving your compliance score
        • Analyzing a compliance score
        • Resolving an application warning
        • Justifying an application warning
        • Sharing your compliance score with stakeholders
          • Exporting compliance data
          • Scheduling a compliance report
        • Monitoring project compliance
        • Compliance score logic
      • Preparing your application for secure deployment
      • Communicating with users by using Pulse
        • Pulse
        • Choosing a context for Pulse messages
        • Posting a message in Pulse
        • Replying to a message in Pulse
        • Enhancing a message in Pulse
          • Formatting a message in Pulse
          • Uploading an attachment in Pulse
          • Adding links to a message in Pulse
          • Adding a reference in Pulse
            • Restricting case references in Pulse
            • Differentiating case references in Pulse
          • Tagging an existing message in Pulse
          • Tagging a new message in Pulse
        • Managing Pulse messages
          • Viewing your activity feed
          • Bookmarking a message in Pulse
          • Removing a bookmark in Pulse
          • Following messages from a specific user
          • Unfollowing messages from a specific user
          • Deleting a message in Pulse
      • Collaborating with users by using spaces
        • Creating a space
        • Joining a space
        • Communicating with members of a space
        • Pinning content to a space
        • Managing a space
          • Updating details of a space
          • Managing members of a space
          • Updating the owner of a space
      • Collaborating on shared content by using documents
        • Creating a document
        • Discussing a document
      • Documenting your application
        • Creating project documents for stakeholders
          • Changing the style of a project document
          • Changing the structure of a project document
        • Creating a guide for end users
          • 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
        • Creating guidance for developers
          • Adding usage information to a rule
          • Adding historical information to a rule
      • Pega unit testing
        • Application: Scenario testing landing page
          • Creating a scenario test
        • Application Quality landing page
          • Application quality metrics
        • Application: Quality Settings landing page
        • Application: Test coverage landing page
          • Generating a user-level test coverage report
          • Generating an application-level test coverage report
          • Participating in an application-level test coverage session
        • Application: Unit testing landing page
        • Creating a test ruleset
        • Pega unit test cases
          • Creating Pega unit test cases
            • Creating a Pega unit 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 Pega unit 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 Pega unit test case
          • Viewing Pega unit test case results
            • Pega unit test case run results
          • Opening a Pega unit test case
          • Exporting a list of Pega unit test cases
        • Pega unit test suites
          • Creating Pega unit test suites
            • Configuring Pega unit test suites
          • Opening a Pega unit test suite
          • Running a Pega unit test suite
          • Viewing Pega unit test suite run results
          • Adding test cases to a Pega unit test suite
        • Setting up your test environment
          • Test environment setup
        • Cleaning up your test environment
          • Test environment cleanup
        • Viewing Pega unit test reports
        • Unit testing of rules
          • Clipboard pages created by the Run Rule feature
          • Unit testing 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 testing Declare Expression rules with manual inputs
            • Unit testing Declare Expression rules with data transforms
          • Unit Test Suites for AUT
            • Unit Test Suites — Completing the Create or Save as form
            • Unit Test Suite form — Completing the Contents tab
          • Flow Markers
            • Flow Markers — Completing the Create or Save As form
            • Flow Marker form – Understanding the Inputs tab
            • Flow Marker form — Understanding the Results tab
        • Working with automated unit tests
          • Creation of test cases for automated unit testing
            • Test cases for automated unit testing
    • Designing a case
      • Case types
      • Creating a case type
        • Creating a top-level case type
        • Creating a child case type
        • Importing a case type
        • Renaming a case type
        • Reclassifying a case type
        • Automatically included case types
        • Extension points for case-type creation
      • Defining the case life cycle
        • Configuring case creation
          • Enabling creation by email for top-level cases
            • Disabling case creation by email
            • Troubleshooting errors with email instantiation
              • Standard rules used by email instantiation
              • Email account limitations
          • Enabling automatic creation for child cases
          • Enabling conditional creation for child cases
          • Enabling manual creation for child cases
        • Creating a stage in the case life cycle
          • Creating a primary stage
          • Creating an alternate stage
          • Removing a stage
        • Adding a process to a stage
          • Adding a sequential process to a stage
          • Adding a parallel process to a stage
          • Conditionally starting a process
            • Conditionally starting a process by using an expression
            • Conditionally starting a process by using a when condition
          • Changing the path of a process
            • 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 conditional path to an assignment
            • 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
              • Creating a ticket
              • Policy overrides and suspended work items
          • Removing a process from a stage
          • Creating a stand-alone process
            • Flows
            • Creating a screen flow
              • Adding an entry point to the navigation path of a flow
              • Adding a cancel button to a screen flow
              • Changing the levels of entry points in a screen flow
              • Standard rules that support screen flows
              • Screen flows
            • Types of processes (flows)
            • Annotating a flow
            • Flow shapes
              • Shape icons in a flow
            • Keyboard shortcuts for flows
        • Adding a step to a process
          • Step types
          • Collecting information from a user
            • Assignments
              • Types of assignments
              • Directed Web Access
              • Standard properties in the Assign- base class
            • Choosing an assignee at run time
            • Customizing the Get Next Work logic
              • Extension points for finding your next assignment
              • Get Next Work function
                • Enabling back-to-back assignments
                • Default behavior of Get Next Work processing
          • Assigning a task to a user
          • Requesting approval from a user
            • Enabling email approval
              • Email approval
              • Standard rules for case creation and approval by email
            • Troubleshooting errors in unresolved cases
          • Adding a preconfigured step to a process
            • Asking a question in a case
              • Survey APIs
            • 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
            • 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
            • Running a background process
            • Running a survey in a case
            • Sending event notifications from a case
            • Sending email from a case
            • Sending push notifications from a case
            • Saving data in a data page as part of a flow
            • Updating case information
          • Calling one process from another process
            • Subprocesses
            • Changing the context of a subprocess
        • Configuring case resolution
      • Improving case findability
        • Changing the icon of a case
        • Changing the format of case IDs
          • Case IDs
        • Including indexed data during case search
        • Enabling search by third-party search engines
      • Adding meaningful data to a case
        • Sharing data between parent and child cases
          • Aggregating data in a parent case
          • Propagating data to a child case
        • Designing a survey
          • Best practices for creating a survey
          • Creating a survey
          • Adding a question page to a survey
          • Adding a question to a question page
            • Formatting a slider in a survey
            • Formatting a picklist in a survey
              • Dynamically sourcing the choices in a picklist
            • Formatting a checklist in a survey
            • Formatting a radio button matrix in a survey
            • Formatting text boxes in a survey
          • Creating a stand-alone question
          • Creating questions in bulk
            • Populating a question template
            • Importing a question template
            • Troubleshooting question-template errors
          • Fine-tuning your survey
            • Making a question required in a survey
            • Conditionally displaying a question in a survey
            • Conditionally displaying a question page in a survey
            • Validating answers in a survey
            • Displaying a warning in a survey
            • Scoring answers in a survey
            • Changing the run-time order of questions in a survey
            • Maximizing screen space in a 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
        • Integrating a case with an external resource
          • 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
          • Running a decision strategy from a flow
          • Calling an activity from a flow
          • Enabling case processing in an external application
          • Creating a case by using an API
        • Managing case history
          • Disabling geolocation tracking
          • Geolocation tracking
      • Guiding case workers to successful case resolution
        • Validating case data
        • Enabling case notifications
          • Defining case participants
          • Notifying case participants of new assignments
          • Notifying users of routed assignments
          • Disabling assignment notifications
        • Changing the status of a case
          • Defining a custom case status
          • Standard rules and extension points for case status
        • Providing relevant options in a case
          • Adding an optional task to a case
            • Adding an optional task to a stage
            • Adding an optional task to a process
            • Conditionally displaying an optional task
          • Adding a supporting process to a case
            • Adding a supporting process to a stage
            • Conditionally displaying a supporting process
          • Defining the entrance criteria for a stage
            • Requiring attachments for stage entry
            • Requiring property values for stage entry
            • Requiring conditions for stage entry
          • Controlling access to case attachments
            • Categorizing case attachments
            • Restricting user actions for case attachments
        • Enforcing service-level agreements
          • Setting goals and deadlines for case resolution
          • Setting goals and deadlines for task completion
          • Defining an escalation action for an incomplete task
          • Defining an escalation action for an unresolved case
        • Enabling offline support for cases
          • 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
            • Offline attachments support
        • Managing concurrent access to a case
          • Overriding the locking strategy of a child case
      • Case processing
        • Creating a case
          • Ad hoc cases
          • Converting a manual process to a case type
        • 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 case
          • Managing case followers
        • Work party retrieval methods
        • Notifications
          • 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
        • File and content storage
          • Sourcing attachments from external storage
            • Adding a case or Pulse attachment from a web storage provider
            • Adding a case attachment from a CMIS system
            • Managing a case attachment stored in a CMIS system
          • Storing attachments in external storage
            • Requirements and restrictions for case attachments in a file storage repository
            • Storing case attachments using web storage providers
          • File storage and knowledge management repositories
            • Viewing storage destinations
            • Creating a repository for file storage and knowledge management
            • Creating a custom repository type
        • Referencing a document from a case
    • Managing application data
      • Managing data types
        • Data type management
        • Viewing data type details
        • Adding a data type to your application
          • Creating a new data type
          • Adding an existing data type
        • Removing a data type
        • Deleting a field from a data type
        • External Data Entities landing page
        • Adding a data page to a data type
        • Viewing pages and properties that use a data type
        • Viewing test cases for a data type
        • Configuring the context for rules related to a data type
      • Managing the 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
        • Data Visualization
          • Viewing data relationships
      • Managing application data
        • Adding or updating data for a data type
        • Importing 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
        • Exporting data from your application
        • 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
      • Managing UI Views
        • Creating a view for a data type
      • Reporting
        • Report types
        • Creating reports in Case Manager
          • Organizing report shortcuts
          • Creating report categories
          • Modifying result columns in list reports
          • Modifying result columns in summarized reports
          • Report Browser
        • 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
            • Removing charts
          • Converting a list report to a summarized report
          • Converting a summarized report to a list report
          • Report Editor
        • Scheduling reports in Case Manager
          • Managing subscriptions to reports
          • Subscribing to reports
          • Schedule task form
        • Running reports
          • Report results
          • Actions menu options for reporting
        • Creating a report definition
          • Creating a report
            • 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
            • 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 definitions
              • Report Definitions - Completing the Query tab
              • Report Definitions - Completing the Chart tab
                • Maps available for the Chart Editor
              • Report Definitions - Completing Report Viewer tab
              • Report Definitions - Completing the Data Access tab
              • Report Definitions - Completing the Pages & Classes tab
              • Report Definitions - Using the Calculation Builder
              • Standard Report Definitions - Monitor Assignments
              • Standard Report Definitions - Performance Analysis
              • Standard Report Definitions - Work Analysis
              • Standard Report Definitions - Work Monitoring
              • Additional standard report definition reports
              • More about Report Definitions
                • 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
                  • HTML tab on the Summary View form
                  • 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
                  • HTML tab on the List View form
                  • Join tab on the List View form
                  • Organize tab on the List View form
                  • Selectable tab on the List View form
            • Class associations
              • Association rules - Completing the New or Save As form
              • Association form - Completing the Data Access tab
          • Removing standard reports and categories
          • Creating a report category
            • Configuring the display of a report category
          • Creating report shortcuts
            • Shortcuts
              • 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
            • Available case types from the Report Browser
          • Setting up a reports database
            • Disabling usage of a reports database
        • Standard reports by category
          • Usage reports
          • Report categories
          • Standard reports and categories
        • Report List features
      • Decision Strategy Manager
        • Decision Strategy Manager (DSM) landing pages
        • Proposition Management
          • Proposition hierarchy
          • Proposition types
          • Proposition validity
          • Proposition conversion
          • Accessing the Proposition Management landing page
          • Creating a business issue
          • Creating a group
          • Copying groups from the 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
        • Simulations
          • Creating simulation tests
          • Managing simulation tests
        • Data Flows
          • 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
        • Model 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 Model Schema Migration
          • Accessing the Adaptive Model Schema Migration landing page
          • Migrating adaptive model schema
        • Interaction History
          • Accessing the Interaction History landing page
          • Applying sample scripts for archiving and purging
            • Applying interaction history scripts for Oracle databases
              • Moving the FACT table records in Oracle databases
              • Merging the dimension records in Oracle databases
              • Deleting the records from the FACT table in Oracle databases
            • Applying interaction history scripts for Microsoft SQL Server
              • Moving the FACT table records in Microsoft SQL Server databases
              • Merging the dimension records Microsoft SQL Server databases
              • Deleting the records from the FACT table in Microsoft SQL Server databases
            • Applying interaction history scripts for 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
          • Comparing decision results in Visual Business Director (VBD) planner.
          • Visual Business Director (VBD) planner
            • Accessing Visual Business Director (VBD) planner
            • Customizing Visual Business Director planner
          • The Data Sources tab details
          • The Key Performance Indicators tab details
            • Adding a key performance indicator
            • Editing a key performance indicator
        • Services
          • About decision data nodes
          • Accessing the Services landing page
          • Decision Data Store service
            • Configuring the Decision Data Store service
            • Decision Data Store service node status information
          • Adaptive Decision Manager service
            • Configuring the Adaptive Decision Managemer 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
          • Decision data nodes - status information
          • Configuration settings for Pega 7 nodes
          • Configuring logger settings
        • Configuring transparency policy for predictive and adaptive models
        • Customer Movie
          • 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 type 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
          • Accessing the Social Media Metadata landing page
          • Customizing the metadata retrieval from Facebook data sets
        • Methods and functions
        • Prediction Studio overview
          • Setting access to Prediction Studio
          • Selecting a database for Prediction Studio records
          • Configuring the default rule context
          • Enabling outcome inferencing
        • Customer Decision Hub
          • Simulations
            • Creating simulations
            • Running simulations
            • Running simulations from the strategy form
            • Managing simulations
              • Filtering simulations
              • Viewing additional simulation details
              • Viewing and managing reports assigned to simulation outputs
              • Duplicating simulations
              • Comparing simulations
              • Assigning custom reports to simulations
              • Scheduling simulations
        • Supporting rules
          • Adaptive models
            • Adaptive Model rules - Completing the New or Save As 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
              • Generating 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
          • Data sets
            • Data Set rules - Completing the New or Save As form
            • Data Set rule form - Completing the Data set tab
              • 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 a File data set record for files on repositories
              • 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 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 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 limit for data import into a data set
          • Decision data
            • Decision Data rules - Completing the New or Save As form
            • Decision Data rule form - Completing the Decision Data tab
            • Decision Data rule form - Completing the Form tab
              • Customizing the Decision Data rule form
              • Configuring Decision Data rule form fields
          • Event strategies
            • Event Strategy rules - Completing the New or Save As 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
          • External data flows
            • External Data Flow rules - Completing the New or Save As form
            • Data flow tab on the External Data Flow form
          • Hadoop data instances
            • Connection tab
              • Configuring settings for HDFS data sets
              • Configuring settings for HBase data sets
              • Configuring YARN settings
              • Configuring run-time settings
          • Predictive models
            • Predictive Model rules - Completing the New or Save As form
            • Predictive model tab on the Predictive Model form
              • Reclassifing score distribution
              • XSD validation and PMML errors
            • Model source tab on the Predictive Model form
            • Configurations tab on the Predictive Model form
              • Configuring custom function of a PMML model
            • Input mapping tab on the Predictive Model form
            • Pages & Classes tab on the Predictive Model form
          • Proposition filters
            • Proposition Filter rules - Completing the New or Save As form
            • Proposition Filter rule form - Completing the Filter Criteria tab
            • Proposition Filter rule form - Completing the Default Behavior tab
          • Scorecards
            • Scorecard rules - Completing the New or Save As form
            • Scorecard rule form - Completing the Scorecard tab
            • Scorecard rule form - Completing the Results tab
            • Scorecard form - Completing the Pages & Classes tab
          • Strategies
            • Strategy rules - Completing the New or Save As form
            • Globally optimized strategy
              • Creating a globally optimized strategy
            • Strategy rule form - Completing the Strategy tab
              • Component Categories
                • Sub Strategy
                • Strategy components - Embedded strategy
                  • Configuring audiences for multiline decisioning strategies
                  • Enabling multiple audiences in decisioning strategies through the Embedded strategy shape
                • Import
                • Decision analytics & business rules
                • Enrichment
                • Arbitration
                • Selection
                • Aggregation
                • External input
                • 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 Completing the Pages & Classes tab
          • Text analyzers
            • Sentiment analysis
              • Configuring the sentiment analysis
            • Classification analysis
              • Configuring the classification analysis
            • Text extraction analysis
              • Configuring the text extraction analysis
            • Intent analysis
              • Enabling intent analysis
              • Supported intent types
            • Configuring advanced text analytics settings
              • Configuring language settings
              • Configuring sentiment settings
              • Configuring spell checking settings
              • Configuring classification settings
            • Testing Text Analyzer rules
      • 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 holding 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 New or Save As form
          • Extract rules - Completing the Definition tab
          • Extract rules - Completing the File Specification tab
          • Extract rules - Completing 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 a Pega Platform agent
        • Manually running an Extract rule in your application
        • Extracting data from Pega Cloud to an on premises database
        • Generating an XSD file for XML output
        • Command-line BIX extracts
          • Running the command-line extract process
        • Stand-alone command-line BIX extracts
          • Establishing a stand-alone command-line BIX extract 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 extract files from the Pega SFTP server
          • Defining SFTP-related data instances
        • BIX performance
          • BIX performance recommendations
          • High-throughput data downloads in the Pega Cloud
          • BIX performance benchmark
    • Creating the user experience
      • Channels and interfaces
        • Creating a web channel
          • Customizing the login screen
          • Log-off processing modifications
          • Standard portals
          • Creating a composite portal
            • Portals
              • Portal rules -
              • Portal form - Completing the Details tab
              • More about Portal rules
            • Harnesses
              • 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 - Supporting work item printing
              • Harness and Section forms: Help — Client Event Editor
              • Harness and Section forms — Using the Condition Builder to configure dynamic UI actions
              • 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
            • Composite portal
            • Portals for application users
          • Adding the Pulse gadget to your application
            • Enabling users to post messages in the activity feed
            • Adding a feed source for the activity feed
            • Configuring Pulse email notifications
              • Configuring an email account for Pulse notifications
              • Enabling users to respond to Pulse email notifications
              • Configuring Pulse notifications on additional email accounts
        • 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 topics
            • 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 topics
            • 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
          • Intelligent email routing
          • Configuring routing conditions for automatic email handling
          • Defining topics for intelligent 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
            • NLP model for an Email channel
            • Updating entities for an Email channel
          • Editing the text analyzer rule for the Email channel
          • Email channel custom rules
          • Example case discussion in email and Pulse
          • Limitations on email discussions
          • Email triage
            • Email triage cases
            • Spinning off a regular case
            • Email Manager portal
        • Configuring the Mashup channel
        • Simulating a chatbot conversation
          • User channel preview console
          • Adding a new command for a generated topic
        • Adding a conversation to a case type
        • Viewing channel interactions
        • Conversational user channels
      • Styling your application
        • 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
        • Skins, Interfaces, & Templates landing page
        • Skin rules
          • Skin rules
          • Creating a skin
            • Skin rules - Completing the Create or Save As form
          • Accessing a skin
          • Specifying a skin for your application
            • 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)
            • 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
                  • Creating a custom modal dialog format
                  • Applying a custom modal dialog format
                • Skin form — Components tab — General — Modal dialogs
                • Skin form — Components tab — General — Modal dialogs
                • Skin form — Components tab — General — Overlays
                  • Creating a custom overlay format
                  • Applying a custom overlay format
                • 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
                  • Creating a custom container format
                  • Applying a custom container format
                • Skin form — Components tab — Layouts — Containers
                • Skin form — Components tab — Layouts — Containers
                • Skin form: column layouts
                • Skin form — Components tab — Layouts — Dynamic layouts
                  • Creating a custom dynamic layout format
                • Skin form — Components tab — Layouts — Layout Groups
                  • Creating a custom layout group format
                • Skin form — Components tab — Repeat-row/columns
                  • Creating a custom Row or Column Repeat format
                  • Applying a custom Row or Column Repeat format
                • Skin form — Components tab — Repeat-row/columns
                • Skin form — Components tab — Layouts — Tabs
                  • Creating a custom tab format
                  • Applying a custom tab format
                • Skin form — Components tab — Layouts — Tabs
                • Skin form — Components tab — Layouts — Trees and tables - General tab
                  • Creating custom table and tree table formats
                • 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
                  • Creating a custom grid format
                  • Applying a custom grid format
                • 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
                  • Creating a custom button format
                  • Applying a custom button format
                • Skin form — Components tab — Controls — Charts
                • Skin form — Components tab — Controls — Check boxes
                  • Creating a custom check box format
                  • Applying a custom check box format
                • Skin form — Components tab — Controls — Dropdowns
                  • Creating a custom dropdown format
                  • Applying a custom dropdown format
                • Skin form — Components tab — Controls — Labels
                  • Creating a custom label format
                  • Applying a custom label format
                • Skin form — Components tab — Controls — Links
                  • Creating a custom link format
                  • Applying a custom link format
                • Skin form — Components tab — Controls — Menus
                  • Creating a custom menu format
                  • Applying a custom menu format
                • Skin form — Components tab — Controls — Menus
                • Skin form — Components tab — Controls — Menus
                • Skin form — Components tab — Controls — Radio buttons
                  • Creating a custom radio button format
                  • Applying a custom radio button format
                • Skin form — Components tab — Controls — Rich Text Editor
                  • Creating a custom rich text editor format
                  • Applying a custom rich text editor format
                • 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
                  • Creating a custom smart tip and smart info format
                  • Applying a custom smart tip and smart info format
                • 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
                  • Creating a custom text input and formatted text format
                  • Applying a custom text input and formatted text format
              • 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
          • About mixins
            • Defining a new mixin
            • Modifying an existing mixin
            • Skin rules - Renaming a mixin
            • Deleting a mixin
            • Determining where a mixin is referenced
            • Mixins tab of the Skin rules form
              • Skin rules - Renaming a mixin
              • Color Picker
          • Included styles
            • Skin form - Included Styles tab
          • 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
            • Inheritance
          • 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
          • Base Settings
            • Overall font
            • Base tag heading styles
            • Background
            • Layout
          • More about Skin rules
      • Forms and fields
        • Design templates
          • Sections
            • 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
            • 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
            • 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
            • About HTML rules
              • HTML rules -
              • HTML form - Completing the HTML tab
              • HTML form - Completing the Pages & Classes tab
              • More about HTML rules
            • How to unit test a section with the Run Rule feature
          • 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
              • Table 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
                  • Applying a custom 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 - Adding the Map control
                • Obtaining the Google API key
                • Configuring a dynamic system setting for the Map control
                • Harness and Section forms - Configuring a Map control
                • Map control properties
              • 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 - 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
                • Text Area control - General tab
                • Text Area control - Presentation tab
              • Harness and Section forms - Adding a Text Input control
                • Text Input control - General tab
                • Text Input control - Presentation tab
              • 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 a custom control to the design palette
            • Control form - Completing the Control tab
            • Control form - Completing the HTML tab
            • Control form - Completing the Pages & Classes tab
            • More about Controls
            • Actions tab
            • 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
          • 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
          • Design templates for sections
        • Dynamic views
          • Configuring a dynamic view
        • Building a form for a case type
          • 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
        • 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
      • Offline capability
        • Offline configuration page
        • Offline packaging optimization during synchronization
        • Server-side postprocessing in offline mode
        • Enabling offline support for cases
        • 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
        • When rule support in offline mode
        • 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
      • Pega Mobility
        • Pega Mobile Client
        • Configuring a custom mobile app
          • Custom mobile app
          • Navigating to the Build tab of the mobile channel for Pega Mobile Client
          • 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 with Pega Mobile Client
            • 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
            • Selecting a portal for a custom mobile app
            • Setting maximum login time
            • Opening the Mobile Offline configuration page
          • Distributing mobile apps with Pega Mobile Client
            • Adding a banner for mobile app download
            • Downloading a mobile app in a binary file
            • Publishing the QR code
          • Advanced features
            • Configuring search in custom mobile apps
              • Native search capability in custom mobile apps
              • Configuring categories for mobile search
              • Configuring a search action in a custom mobile app
            • 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 with Pega Mobile Client
          • Creating Dynamic System Settings for OAuth 2.0 authentication for Pega Mobile Client
            • Dynamic System Settings for OAuth 2.0 authentication with Pega Mobile Client
          • Creating a custom authentication service for OAuth 2.0 authentication with Pega Mobile Client
          • Creating a keystore for OAuth 2.0 authentication for Pega Mobile Client
          • Configuring a service package for OAuth 2.0 authentication for Pega Mobile Client
          • Creating operator ID instances for OAuth 2.0 authentication for Pega Mobile Client
        • Setting up an alternative server URL for Pega Mobile Client
        • Configuring an SDK mobile app
          • Pega Mobile SDK
          • Setting up SDK app options for Android
          • Setting up SDK app options for iOS
            • Uploading binary files for an iOS SDK app
          • Uploading an icon for an SDK app
        • Push notifications from app administrators
          • Accessing the Push Notifications console
          • Testing push notifications
          • Sending push notifications
          • Reviewing push notification history
        • Tracking mobile users with the Map control
          • Configuring the Map control to display user tracks
        • Pega Mobile Express
          • Installing the Pega Mobile Express app
          • Installing web apps
        • Requirements for replying to a push notification from Pulse
      • Editing with Live UI
        • Editing dynamic layouts with Live UI
        • About the Live UI tool
      • Localizing an application
        • Internationalization and localization
        • Localization wizard
        • Preparing your application for translation
          • Localized properties
          • Localized rule types
        • Creating a translation package
          • Selecting languages
          • Selecting application rulesets
          • Enabling records
          • Downloading the translation package
        • Preparing a translation package for a translator
        • Importing translations
          • Selecting the translation package and rulesets
          • Importing the translation file
        • Testing the translation package
          • Checking the translated values in the application
          • Localizing forms by using the Localization inspector
      • Accessibility and Pega Platform
        • Enabling accessibility
          • Adding WAI-ARIA roles to a Dynamic Layout
          • Adding a main content link to a dynamic layout
        • Understanding accessibility
        • Accessibility features
          • Page load status
        • WAI-ARIA Roles
        • WAI-ARIA roles in a screen layout
        • Accessibility Inspector
      • HTML5 Application Readiness landing page
      • Optimizing application load time
        • Rerunning a preflight optimization
        • Checking results and JavaScript file dependencies
        • Improve application loading time with preflight optimization
      • Supporting rules
        • UI Gallery landing page
        • Notification channels landing page
        • About Binary File rules
          • Binary File rules - Completing the Create, Save As, or Specialization form
          • 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
        • 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 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
          • 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 - Completing the Create, Save As, or Specialization form
          • Text File rules - Completing the Main tab
          • Text File rules - JavaScript and CSS validation
          • More about Text File rules
    • Integrating your application with external resources
      • 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
          • Email servers – Completing the Environment tab
        • 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
      • 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
          • Deleting an email account
        • 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
        • Viewing JavaBean properties
          • 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
      • Robotic automation
        • Automation configuration
        • Configuring robotic desktop automation
          • Robotic desktop automation error processing
          • Robotic desktop automation
          • Adding an automation to a flow
        • 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
      • 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 - GET Request
              • Connect REST form - GET Response
              • Connect REST form - POST Request
              • Connect REST form - POST Response
              • Connect REST form - PUT Request
              • Connect REST form - PUT Response
              • Connect REST form - DELETE Request
              • Connect REST form - DELETE Response
            • 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
        • 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
            • Sending 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
          • Integration systems
            • Creating an integration system
            • Changing an integration system icon
          • 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
          • 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
          • 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
          • 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
          • 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
    • Securing your application
      • Attribute-based access control
        • Enabling attribute-based access control
        • Creating an access control policy
          • Masking property visibility for users
        • Creating an access control policy condition
          • Security attributes markings
          • Storage of operator security attributes
          • One Of and All Of conditions
          • Access control policy condition performance
          • Hierarchical attributes
        • Reviewing access control policies
          • Verifying access control policies
        • Changing attributes on a case
        • 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
          • Viewing access groups and operators
          • Controlling role evaluation for access groups
          • Updating access groups by submitting a request to an active instance
        • Access roles
          • Adding an access role to an application
          • Editing access roles
          • Standard access roles
          • Privilege inheritance for access roles
            • Turning on privilege inheritance for access roles
          • Viewing operations available to access role assignees
          • Viewing activities available to access role assignees
      • 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 the platform cipher
          • Viewing keystore usage history in the platform cipher
          • Forcing data key rotation in the 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
        • Cross-Site Request Forgery landing page
          • Enabling Cross-Site Request Forgery settings
      • 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 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 groups
          • Creating an access group
          • Adding a role to an access group
          • Assigning work pools to an access group
          • Configuring advanced settings for access groups
            • Configuring access control for an access group
            • Defining a run-time configuration for an access group
            • Defining an offline configuration for an access group
            • Defining a design-time configuration for an access group
          • Viewing the operators in an access group
          • Work pools and access groups
        • Access of Role to Object rules
          • Creating an Access of Role to Object rule
            • Defining permissions by using Access of Role to Object rules
            • 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 roles
          • Creating an access role
          • Configuring an access role
          • More about access roles
        • Access When rules
          • Access When rules –
          • Access When form — Completing the Conditions tab
          • Access When form – Completing the Pages & Classes tab
          • Access When form — Advanced tab
          • Viewing generated Java code of 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
        • Defining client-based access control rules
          • Client-based access control
          • Creating a client-based access control rule
          • Configuring a client-based access control rule
          • Configuring client-based access control for a non-Pega data source
          • Specifying a client-based access control rule on an abstract class
        • Content security policies
          • Creating a content security policy
          • Configuring a content security policy
            • Allowing a website as an exception to a content security policy directive
        • 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 a keystore for a master key from a custom source
            • Creating a data page for a master key from a custom source
            • Creating a data page activity for a master key from a custom source
          • Configuring an Amazon Key Management Service (KMS) keystore
          • Changing the default keystore caching settings
        • Setting up an OAuth 2.0 client registration
          • OAuth 2.0 client registrations
          • Creating and configuring an OAuth 2.0 client registration
        • Setting up an OAuth 2.0 provider
          • OAuth 2.0 providers
          • Creating and configuring an OAuth 2.0 provider data instance
        • Setting up an OAuth 1.0 client
          • OAuth 1.0 clients
          • Creating and configuring an OAuth 1.0 client
        • Operator IDs
          • Creating an operator ID
          • Deleting an operator ID
          • Profile tab on the Operator ID form
          • Work 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
          • Creating a property security rule
          • Configuring a property security rule
        • Regular Expression rules
          • Parse transforms
          • Parse transform collections
          • Parse infer rules
          • Creating a Regular Expression rule
        • Setting rules
          • Creating a setting
          • Configuring a setting
        • 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
          • Creating a token profile
        • Web service policy data instances
          • Creating a web service policy data instance
        • Web Service Security profile
          • Creating a WS-Security profile data instance
          • Defining outbound SOAP messages for WS-Security profile data instances
          • Defining inbound SOAP messages for WS-Security profile data instances
          • Defining keystores for WS-Security profile data instances
      • Security guidelines for custom HTML
      • Security guidelines for test environments
    • Troubleshooting tools and techniques
      • Troubleshooting newly created rules
      • Finding the class of a rule
      • 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
        • Log categories
          • Log levels for log categories
          • Creating log categories
        • 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 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 a rule
      • Connector Simulator
      • Regular Expression tool
      • DateTime Parse Tester tool
      • Revalidate and Save tool
        • Validation tool
        • Help - Using the Revalidate and Save tool
      • Application Structure landing page
        • Ruleset Stack tab
        • Ruleset Prerequisites tab
        • Referencing Applications tab
        • Access Groups & Users tab
        • Other Applications tab
    • Rules development
      • Exploring the rules in your application
        • Finding rules by type
        • Finding rules by class
        • Finding rules by name
        • Finding rules by dependency
        • 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
        • 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
          • Viewing the heat map
          • Viewing and running inventory reports
          • Reviewing exposed properties
      • Creating a rule
      • Organizing rules
        • 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
        • Creating a ruleset and ruleset version
          • Completing the Create RuleSet Version form
            • Create RuleSet Version form fields
          • Completing the Save As RuleSet form
          • Creating branch rulesets
        • 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 — Step 1
          • Using the Rename a Class wizard — Step 2
          • Using the Rename a Class wizard — Step 3
          • Using the Rename a Class wizard — Step 4
          • Using the Rename a Class wizard — Step 5
          • Using the Rename a Class wizard — Step 6
          • Using the Rename a Class wizard — Step 7
        • Deleting a rule
          • Restrictions on deleting rules
          • Recovering a deleted rule
      • Changing the scope of a rule
        • Moving rules
        • Setting rule status and availability
          • Troubleshooting final rules
          • Troubleshooting blocked rules
          • Extension points
        • 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
        • 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
        • Skim to create a higher version
        • Adding a custom field
      • 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
      • Restoring the earlier state of a rule
        • Rule restoration
      • 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
      • Continuous integration and delivery pipelines
        • Configuring a continuous integration and delivery pipeline
        • File storage and knowledge management repositories
          • Creating a repository for continuous development
            • Enabling the Pega repository type
          • Adding a branch from a repository
          • Publishing a branch to a repository
        • Creating a custom repository type
        • Rule rebasing
          • Enabling ruleset versions for Pega repositories for rebasing
          • Rebasing rules to obtain latest versions
      • Creating a toggle
        • Reviewing and editing toggles
  • Managing your system
    • System management
    • System settings
      • Changing the storage destination for the import data wizard, BIX, and file listeners
      • Temporary files and temporary files directories
      • System Settings
        • Resource URLs
        • Java compiler access to information
        • System name
        • Project Management Framework (PMF)
      • General landing page
      • Scripting
        • prpcUtils tool
        • prpcServiceUtils tool
          • 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
          • Editing a Dynamic System Setting
          • 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
          • Modifying the prconfig.xml file
          • Downloading and viewing the prconfig.xml file for a specific node
          • Downloading the system state
          • Downloading the system state by using a REST API
          • Viewing configuration settings
          • Configuration settings
    • Node configuration
      • Node classification
        • Configuring node types for agents, listeners, job schedulers, and queue processors
        • Creating configurable node types
        • Node classification management
        • 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
        • Pega node types
      • Multi-node systems
        • Clusters - Concepts and terms
        • Balancing HTTP traffic across multiple server nodes
        • Setting the outbound port for cluster communication
        • Performing a rolling upgrade (rolling restart)
      • System Operations
    • Full-text search
      • Search indexes
        • Checking search index status
      • Enabling 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
      • Viewing the status of an external search service
      • 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
    • 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
        • Archiving cases
          • Creating an archival policy
          • Scheduling case archival
          • Reviewing archived case data
          • Managing your case archival process
            • Monitoring the progress of your case archival process
            • Configuring archive settings
            • Configuring purge cycle settings
        • System category — Static Assembler page
        • Static content
          • Deploying static content to an edge server
        • Caching
          • Static content cache
            • RuleFileServlet servlet
            • HTTP compression of static files
        • Tools
          • 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 an instance is running
          • How to analyze system-wide usage with the Log-Usage class
          • Licenses
            • Creating a license
            • Classifying rules for license compliance
            • License compliance
      • 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
        • 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
      • Queue Processor rules
        • Replacing an agent with a Queue Processor rule for real-time messages
        • Replacing an agent with a Queue Processor rule for delayed messages
        • Creating a Queue Processor rule
        • Node classification for Queue Processor rules
        • Stream node configurations for a Queue Processor rule
      • Job Scheduler rules
        • Replacing an agent with a Job Scheduler rule
        • Creating a Job Scheduler rule
        • Configuring the Job Scheduler rule thread pool
        • Configuring the Performance tool for Job Scheduler rules
      • Agents
        • Agents rules
          • Agents rules — Completing the Create, Save As, or Specialization form
          • 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
      • Listener management
        • Debugging listeners by using remote logging
      • Agent queue management
    • Requestor Type data instances
      • Creating a requestor type
      • Requestor Type form – Definition tab
      • Requestor Type form – Activities tab
      • More about Requestor Type data instances
      • AsyncProcessor requestor type
    • 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
        • HA Cluster Management
      • Troubleshooting long-lived clipboard pages
      • Reporting on passivated requestors
      • 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
      • Configuring a highly available environment
        • Load balancers
          • Configuring session affinity
        • Application tier architecture
          • Single sign-on
          • Shared filesystem storage
          • Server redundancy
        • Enterprise configuration of high availability
        • High availability developer environments
        • Managing high availability environment variable settings
        • Configuring ruleset update behavior
        • Updating and upgrading highly available systems
          • High availability update process
          • 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
        • HA Cluster Settings
        • Cluster management using Autonomic Event Services (AES)
        • Cluster management using MBeans
        • HA Cluster Management
      • 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 Dev 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
          • Creating a product rule by using the create menu
          • Editing a product rule
            • Specifying the content of a product rule
            • Listing product dependencies
            • Specifying product rule deployment options
            • Adding historical information to a product rule
            • Previewing and creating the product file
        • 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
          • Selecting a file to import
          • Setting advanced mode and reviewing the archive contents
          • Viewing and applying schema changes
          • Inserting new instances by importing an archive
          • Addressing older instances in an import archive
          • Automatically populating new columns in existing tables
          • Scheduling indexes for population
          • Resolving pre-existing rule conflicts
        • 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 by using the Application Packaging wizard
      • 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 Search/Replace a String wizard
      • Generating a DDL file of schema changes from the command line
      • 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
    • System limits and maximums
  • Reference
    • Pega API
      • Securing the Pega API
      • Pega API system management privileges
      • 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 function
          • Methods and instructions by name
            • 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
            • 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
            • Use of 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-For-Processing 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
          • Testing method results using a transition
        • 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
        • List rules
          • List rules -
          • List form - Completing the Fields tab
          • More about List rules
        • Activities that set application preferences for users
      • Automations
        • Viewing automations
        • Automation troubleshooting
      • 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
        • Creating Correspondence Fragment rules
        • Correspondence Fragment form - Completing the Stream tab
        • More about Correspondence Fragment rules
      • Correspondence rules
        • 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 reference
        • Data page rules - Completing the Create, Save As, or Specialization form
        • 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
        • Creating a data page to save data
        • 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
        • Removing a 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
      • 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
      • 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
        • 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 — Completing the Create, Save As, or Specialization form
        • Function Alias form – Completing the Reference tab
        • Function Alias rules — Overview of 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
      • 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
      • Paragraphs
        • Creating a paragraph
        • Formatting a paragraph
        • Configuring a pop-up SmartInfo section
        • 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
        • 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 - Completing the Create, Save As, or Specialization form
          • Edit Input form - Completing the Java tab
          • More about Edit Input rules
      • Specifications and requirements
        • Importing specifications and requirements
          • Tips for resolving conflicts when importing specifications and requirements
          • Tips for editing spreadsheets of specifications and requirements
        • Creating a specification
          • Specifications
            • Configuring advanced options for editing specifications
            • Microsoft Object Linking and Embedding (OLE)
          • Associating a specification with a rule
          • Associating a specification with a flow
          • Associating a specification with a shape in a flow
          • 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
        • Removing a specification from an item
        • 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 copyright
2019-03-28