Use a save plan to make a data page save data to a system of record without using an
activity.
For example you can use a data page in a step in your process to edit a customer’s
address by referencing the data page from the step and listing it as a data page to save on
the flow action.The following save plans are available:
- Database save – Use this option to save data to a database.
- Activity – Use this option to create logic to persist data to any
system using any supported integration connector option, for example, REST, SOAP, and so
on.
- Robotic automation, and Robotic desktop
automation – Use these options when you are using robotic automation or
robotic desktop automation to source your data page to write updated data back to the
external system of record, or when you need to use robotics to meet other business
needs.
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After you create a data page, open the Defintion tab in the
data page rule form.
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In the
Structure
field, select how you want the data in
the data page to be structured.
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In the
Object type
field, enter or select the class that
the data page applies to.
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In the
Edit mode
field, select
Savable.
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In the
Scope
field, select the scope through which the
data page can be accessed.
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Complete the fields in the Data sources section to identify the
source of the data to populate the data page.
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In the System name field, enter the name of the system that
is associated with the data source.
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In the Source field, select the type of source that the
data comes from.
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To process the data after it loaded, in the Post load
processing field, enter or select the name of an activity to process the
loaded data.
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In the Save type field, select the plan that you want to use to
save the data.
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If you selected Database save:
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In the Class name field, enter or select the class whose
data you want to persist.
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If the class in the Class name field is different than the
class of the data page, in the Data Transform field, click the
rule opener icon to create a Data Transform using a template. This data transform maps
the data page class to the Class name field.
- Optional:
In the Validate rule field, enter or select a validate
rule.
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If you selected Activity, in the Activity
name field, enter or select the name of the activity to use to save the
data. You can use this option to create logic to persist data to any system, such as a
REST service.
Note: If you use an activity save plan, do not set the WriteNow
parameter because its value is passed in to the activity.
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If you selected Robotic automation, enter the name of the case
type on which the Assign to robot queue smart shape is configured.
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If you selected Robotic desktop automation, enter the robotic
automation ID that was created when the automation was developed in Pega Robotics
Studio.
- Optional:
Click +Add save option to create another save option for this
data page.
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Click Save.
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Choose one of the following ways to use the savable data page in your
application: