Use a save plan to create a data page that you can then use to save data to a system of
record.
For example, you can use a data page within a step in a process to edit a customer’s
address, by referencing the data page from within 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 the system of
record.
- Connector – Use this option to save and persist data.
- 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 – If you use robotic automation or robotic desktop automation,
use these options to source your data page when you want to write updated data back to an
external system of record, or for when you need to use robotics to meet other business
needs.
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In the navigation pane of Dev Studio,
click Records.
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Expand the Data Model category, and then click
Data Page.
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Click the row of the data page that you want to open.
Result: The data page opens on the Definition tab.
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In the Data page definition section, in the
Structure field, select how you want to structure the data in the
data page.
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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 Mode field, select Savable.
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In the Scope field, select the scope within which the data page
is accessible.
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Complete the fields in the Data sources section to identify the
source of the data with which to populate the data page. For more information on
completing these fields, see Creating a data page.
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To process the data after it loads, in the Post load processing
field, enter or select the name of an activity with which to process the loaded data.
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In the Data save options section, in the Save
type field, select the plan that you want to use to save the data:
Choices |
Actions |
Database save |
Database save is available for data pages with a
Page structure.
- In the Class name field, enter or select the class whose
data you want to persist.
- 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: To use a validate rule, in the Validate
rule field, enter or select a validate rule.
|
Connector |
REST is the only available option for the
Type field.
- In the Name field, enter or select the name of the REST
connector to use to persist data to any system.
- To map request data from the data page onto the save page, in the
Request Data Transform field, enter or select a request
data transform.
- To map response data from the save page onto the data page, in the
Response Data Transform field, enter or select a response
data transform.
- To connect to an external database by using a REST connector, to identify the
connection method, in the Method field, select
POST, PUT, or
PATCH.
- To validate the data provided, in the Validate rule,
enter or select a validate rule.
|
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 as its value passes
to the activity.
|
Robotic automation |
- In the Robotic automation field, specify the name of the
case type on which the
Assign to robot queue SmartShape is
configured.
- In the Timeout(s) field, specify the value, in seconds,
that the data page should wait for the automation to run and return information to
the data page.
- In the Data transform field, specify a data transform to
use to save the data on the data page.
|
Robotic desktop automation |
- In the Robotic automation name field, enter the robotic
automation ID that was created when the automation was developed in Pega Robotics
Studio.
- In the Timeout(s) field, specify the value, in seconds,
that the data page should wait for the automation to run and return information to
the data page.
- In the Data transform field, specify a data transform to
use to save the data on the data page.
|
- Optional:
To create another save option for this data page, click Add save
option.
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Click Save.
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To define input parameters, click the Parameters tab. For more
information, see Defining the input parameters of a rule.
What to do next: Choose a process to specify when to save data to the system of
record in your application: