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Custom pages

Updated on December 13, 2022
Applicable to Theme Cosmos applications

Pages in portals can help you provide users with the tools that they need to efficiently plan work and complete common management tasks. By using out-of-the box components, you can set up a functional work environment with minimal effort.

For example, you can set up an Explore data page to help users quickly view application and case reports.Note: For applications that do not use hybrid mode, see Building portals.

Pega Platform provides a variety of ready-to-use custom pages that cover common work scenarios:

Cases in tree
Lists cases and provides tools for creating quick cases.
Dashboard
Provides quick insight into key work metrics. You can customize the dashboard by changing its layout and adding widgets, such as charts or shortcuts to reports and frequently used resources.
Documents
Lists application documents that the user creates or follows.
Explore data
Features reporting tools for data and case types.
Home
Contains a brief overview of the application, including upgrade information, message feed, and a worklist.
My work
Provides quick access to cases and assignments of the user.
Reports
Contains reports which help the user explore and analyze application data.
Tags
Lists tags added by application users.
Teams
Helps users manage work teams.
Spaces
Lists and helps the user manage collaboration spaces.
  • Visualizing data with insights

    Insights help you conveniently explore and analyze application data, such as company sales, bugs, and team assignments. You can use insights to retrieve specific data, and present the data as a list or an interactive chart.

  • Explore Data

    Explore Data provides a convenient way to analyze and manage data in your application. For example, you can access the list of all assignments of your team, and then analyze their status to verify the remaining workload for the current release.

  • Dashboard management

    You can increase the productivity of your team by configuring a dashboard that consolidates and presents relevant data in the most convenient form. For example, you can design a workspace that includes a number of reports that help managers oversee work by displaying case status, sales data, and burndown report widgets.

  • Configuring work queues in the worklist widget

    Help your users pick up tasks with less effort by configuring the My worklist widget to match the needs of your business. For example, if your application assigns tasks to work queues rather than specific users, you can configure the widget to help users pick tasks directly from the queue.

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