1/8/22

How to Set Values to class properties by using Activities

----------------------------------------------------------
Property Name =Property Value
FirstName:Sunil
LastName:Kumar
Age:28
Address :Hyderabad

Property-Set
------------
-->By using Property-Set Method in a activity we can set the values to
class Properties

Page-New
---------
-->By Using Page-New method in a activity we can create "new Page" in a
Clipboard under "User Pages".

Right Click on Class-->Create--->Technical-->Activity

Primary Page
------------
1.RunRecordPrimaryPage
2.pyWorkPage
3.SamplePage(User Defined Page)

How to Call from one Activity to another Activity

-------------------------------------------------
1.Call
2.Branch
3.Queue

Note:By using "Call" we can call from one activity to another activity.If
we use the "Call",After Completion of Sub Activity execution it will come
to current activity and execute remaining methods after "Call" Method.
Note:By using "Branch" we can call from one activity to another
activity.If we use the "Branch",After Completion of Sub Activity
execution it will end the Current activity and sub activity means it
will not execute any methods after "Branch" method

Note:By using "Queue" we can call from one activity to another

activity.if we use the "Queue",Main Activity and Sub Activity will
execute Parallelly.

GetCustomer Activity

Sub Order Details

Sub Product Details

How to pass the Parameter values from one activity to another activity
----------------------------------------------------------------------
-->We need to check the "Pass Current parameter page" check box under
"Call Or Branch" methods.Before "Call or branch" we need to set the
Parameters by using Property-Set methods.
Note:We can not see the Parameter and Local Variable values in a
Clipboard. we can see the Parameter and Local Variable values in a
"Tracer".

How to See the Parameter Variable values in a Tracer

----------------------------------------------------
-->In a Tracer we need to click on the particular Step Method,it will
open one window.There we can see the Parameter Page name and
"unnamed".now we need to click on "unnamed" to view parameter variable
values in a Tracer.

How to See the Local Variable values in a Tracer

-------------------------------------------------
-->In a Tracer we need to check "Loca Variable" check box under "Setting"
tab to view the local Variable values.we need to click on the particular
Step Method,it will open one window.There we can see the Local variables
and "ViewVariable".now we need to click on "ViewVariable" to view Local
variable values in a Tracer.
2/8/22

How to call or When to call the Activity in a Section,Flow Action and

Flow
-------------------------------------------------------------------------
--
Note:If we want to all any Activity or Data Transform at the time of
clicking the Buttons or check boxes or Radio buttons or Links or Changing
the Dropdown values or Text box or Text Area in a UI then we need to call
the Activity or Data transform in a Section under that particular
Property.

Note:If we want to call any Activity or Data Transform at the time of

loading the screen then we need to call that activity or data transform
in a flow action under "action" tab we have "Pre Processing" option is
available,there we can call the activity or data transform.

Note:If we want to call any Activity or Data Transform at the time of

Submitting the screen then we need to call that activity or data
transform in a flow action under "action" tab we have "Post Processing"
option is available,there we can call the activity or data transform.

Note:By using "Utility" shape we can call the activity in a flow

Property-Set-Messages
----------------------
-->By using Property-Set-Messages method in a activity we can set the
error messages in a Property Level.

Page-Set-Messages
-----------------
-->By using Page-Set-Messages method in a activity we can set the error
messages in a Page Level.

Ex1:Screen1

First Name:Mahesh Last Name:Kumar Full Name:Mahesh Kumar

Full Name=First Name + Last Name

Ex2:Screen1

First Name:Mahesh Last Name:Kumar

Screen2

Full Name:Mahesh Kumar

Ex3:PEGA ORACLE SAP DOT NET

Ex4:Gender: Male Female

Ex5:State : AP TS KA TN MH DL

Ex6:Employee Info

Employee ID:4343 Employee Name: Devi Employee Age:27 Employee

Salary:45000
Ex7:Order Info

Order ID:2323 Order Name:Laptop Order Price:34000 Order Rating :5

Product Info

Product ID:2323 Product name:Laptop Product Price:34000 Product

Rating:5

Ex8:Country: India USA UK Canada

PM Name: Capital Name: HomeMinistor Name: population:

Ex9:Card type:Master Visa

Card Number Starts With:1234

Card Limit:75000
Card Image:Master Image

Card Number Starts With:6544

Card Limit:65000
Card Image:Visa Image

Ex10:Current Salary <20000 and Tax Returns<3

Error Message: Your not Eligible for Home Loan

Ex11:Date of Birth: Age:

@DateTimeDifference(@DateTime.dateValue(.DateOfBirth),@DateTime.today(),'
Y')

Ex12:Purchase Date is More than 30days then i want to show the error
message:Your not eligible to raise complaint.

a=10
a=20
3/8/22

Data Transforms
---------------
-->If we want to set the values to class properties or If we want to set
the values to class properties based upon when conditions or To copy the
Data from One Page Property to Another Page Property or To Copy the Data
from one PageList Property to Another PageList Property or To copy the
Data from Page Property to Another PageList Property or If we want to
loop the List PageList Property Results or If we want to sort the
PageList Property results in the form of assending order or decending
order or If we wan to loop the List of Page List Results then we can go
for Data Transforms.

-->By Using "Apply-Datatransform" method in a activity we can call the

Data Transform.
-->By using "pxExecuteAnActivity" pega OOTB Function in a data transform
we can call the activity.
-->By using "ObtainValue" function in a data transform we can call the
Decision Table.
-->By using "pxCallRetrieveReportData" pega ootb activity we can call
the Report Defination in a data transform.
-->By using "Run Data Transform" automation shape in a flow we can call
the data transform.

Right Click on Class-->Create-->Data Model-->Data Tranform

1.Set
------
-->If we want to set the values to class properties then we will select
under "Action" to "Set"

Property-Set
------------
-->By using "Property-Set" method in a activity we can set the values to
class Properties.

2.Remove
--------
-->If we want to remove the Property Values or Pages or Pagelist
properties from Clipboard then we can use the "Remove" Action.

Property-Remove
---------------
-->By using "Property-Remove" method in a activity we can Remove the
Property values from Clipboard.

Page-Remove
------------
-->By using "Page-Remove" method in a activity we can Remove the pages
from Clipboard.

3.Update Page
-------------
-->If we want to copy the Data from One Page Property to Another Page
Property then we can use the "Update Page" Action.

Page-Copy
----------
-->By using "Page-Copy" method in a activity we can opy the Data from One
Page Property to Another Page Property.

Ex:Current Address Page

Address line1 AddressLine2 AddressLine3 State Zip

Is Current and Permanent Address Same :Yes No

Permanent Address Page

Address line1 AddressLine2 AddressLine3 State Zip

4.Apply-Datatransform
---------------------
-->If we want to call the one data transform to another data transform
then we can use the "Apply-DataTranform" action

5.Sort
-------
-->If we want to sort the PageList Property results in the form of
assending order or decending order then we can use the "Sort" Action

Obj-Sort
---------
-->By using Obj-Sort method in a activity we can sort the PageList
Property results in the form of assending order or decending order.

Ex:CustomerList EmployeeList StudentList -->PageList

CustomerPage EmployeePage Student Page -->Page

1000 CustomerList
Customer ID Customer Name Customer age Location

6.Comment
----------
-->If we want to Provide the Purpose of the Data transform or Steps then
we use the "Comment" Action.

7.When ,Otherwise When ,Otherwise

---------------------------------
-->If we want to set the values to class properties based upon when
conditions or To copy the Data from One Page to Another Page based when
conditons then we can use the "When ,Otherwise When ,Otherwise" action.

8.Append to
-----------
-->If we want to Copy the Data from one PageList Property to Another
PageList Property or copy the Data from Page Property to Another PageList
Property then we can use the "Append to" Action
-->If we use the "Append to", Target and Source Properties should be same
class.
-->If we use the "Append To", it will copy all the Values from Source
Property to Target Property at a time.

Ex: PrimaryCustomerList X class CustomerList 10 Customers

X Class
Cust ID Cust Name Cust age Location Cust ID Cust Name Cust age
Location
 PrimaryCustomerList X class Customer Page X Class
Cust ID Cust Name Cust age Location Cust ID Cust Name Cust age
Location

9.Append and Map to

-------------------
-->If we want to Copy the Data from one PageList Property to Another
PageList Property or copy the Data from Page Property to Another PageList
Property then we can use the "Append and Map to" Action
-->If we use the "Append and Map to", Target and Source Properties should
not be a same class means different classes or same class aslo we can use
the Append and Map to.
-->If we use the "Append and Map to", we can copy the Specific values or
all the values from source Property to Target Property.

Ex: PrimaryCustomerList X class CustomerList 10 Customers

Y Class
Cust ID Cust Name Cust age Location Cust ID Cust Name Cust age
Location

PrimaryCustomerList X class Customer Page Y Class

Cust ID Cust Name Cust age Location Cust ID Cust Name Cust age
Location

10.For Each Page In

-------------------
-->If we wan to loop the List of Page List Results then we can use the
"For Each Page In" Action

Ex:PolicyList 10 policies

Whatever Policy amount is >50000

10%

11.Exit For Each

-----------------
-->if we want to Exit from Loop while looping the list of PageList
Property results based upon when conditions then we can use the "Exit For
Each" Action.

12.Exit Data Transform

-----------------------
-->If we want to exit the Data Transform execution based when conditions
then w ecan use the "Exit Data Transform" Action.

Q)What is use of "Call superclass data transform" check box in a data

transform?
Ans)In Case Same Data transform is available under Parent class and child
class then if we check the "Call superclass data transform" check box in
a data transform,PEGA first it will execute the Parent class Data
transform,after that it will execute Child Class Data transform.

Ex: BOI-Hyderabad-Sale-Bank5-Work-HomeLoan
 SetCustomerDetails DT Customer Name:Kiran Customer Age:34
Location:Hyd
BOI-Hyderabad-Sale-Bank5-Work

BOI-Hyderabad-Sale-Bank5
SetCustomerDetails DT Customer Name:Raju Gender:Male
Phone: 3545456
BOI-Hyderabad-Sale

Final Reults:Kiran 23 Hyd Male 354556

Ex: BOI-Hyderabad-Sale-Bank5-Work-HomeLoan
SetCustomerCareInfo DT Homeloan CustCare Num Email ID
BOI-Hyderabad-Sale-Bank5-Work-PersonalLoan
SetCustomerCareInfo DT Personal CustCare Num Email ID
BOI-Hyderabad-Sale-Bank5-Work-CarLoan
SetCustomerCareInfo DT CarLoan CustCare Num Email ID
BOI-Hyderabad-Sale-Bank5-Work
SetCustomerCareInfo DT CustCare Num Email ID
4/8/22

Data Transforms
---------------
Note:If we want to access one class Properties into another class then we
can create "Page or PageList or page group" properties.

Note:Page Property means single Page with Multiple Property values.

Note:PageList Property Means multiple Pages with multiple Property Values

Note:By using "Table Layout" in a secton we can refer the PageList

Properties.

Ex1.Bank Name:ICICI
Rate of Interest:12
Processing Fee:2
Bank Name:SBI
Rate of Interest:13
Processing Fee:1
Bank Name:HDFC
Rate of Interest:11
Processing Fee:1

Other Than Any Bank

Rate of Interest:14
Processing Fee:2

Ex2:Billing Address

AddressLine1:
AddressLine2:
District Name:
State Name:
Zip Code:

Is Billing and shipping Address Same: Yes No

Shipping Address

AddressLine1:
AddressLine2:
District Name:
State Name:
Zip Code:

Ex3:Dependent Infomration

Name: Age: Date of Birth:

Relation:Father,Mother,Spouse,Husband,Kid1,Kid2

Add Dependent

List of Dependent Details

Ex4: Screen1

List Dependent Details

10 Dependent Details

We need to Select some of Dependent Details 3

Screen2

Display the Selected Dependent Details in UI

Ex5:Screen1

List of Dependent Details

10 DependentList

We need to select only one Primary Contact Dependent Info

Screen2

Name:

Age:

Date of Birth

Relation

Ex7:Current Salary<20000 I want to error message by using Data Transform

Ex: Property Level

Ex: Page level

Ex8:How to Set log Messages by using Data Transform

Page PageList
pyWorkPage---------->DependentList
5/8/22

Data Transforms
---------------
-->By using "pxExecuteAnActiivty" pega ootb function we can call the
Activity in a data transform.
Q)How to Set the Error Messages by using Data Tranforms?
Ans)1.By using "pxAddMessageToProperty" pega ootb activity we can set the
error messages in a Property level by using Data Transform.
Ex:@pxExecuteAnActivity(Primary,pxAddMessageToProperty)
2.by using "pxAddMessageToPage" pega ootb function we can set the
error messages in a Page level by using Data Transform.
Ex:@pxAddMessageToPage("Based Upon Current Salary,Your not Eligible for
Home loan",Primary)

Q)How to Set the Log Messages by Using Data Tranforms?

Ans)By using pxLogMessage() pega ootb Function we can track the success
or failure log messages by using data transforms or activities
Ex:@pxLogMessage("Successfully completed Home Loan Registration
Process",'f')

Ex1: Screen1

List Of Dependent Details

6 DependentList

Note:Before submitting the Personal Info Screen,Please select Only one

Primary Contact Depedent Details.

Screen2

Name:

Age:

Date of Birth

Relationship

Note:IndexInPageList()

Ex:@IndexInPageList("true",".pySelected",pyWorkPage.DependentList)

Functions
---------
1.subString()
2.trim()
3.WhatComesAfterFirst()
4.WhatComesAfterLast()
5.WhatComeBeforeFirst()
6.WhatComeBeforeLast()

Text value: Welcome to pega Online Training

Create Date Time : 20220805T070326.883 GMT

Email ID:parjun.pega@gmail.com
1
2
3
Failed
4
5
Success
6
7
Failed
8
9
10

100 Customers

95 23 45 67 Custoemrs(95)

DependentList(1) DependentList(2) DependentList(3) DependentList(4)

DependentList(Index)

Customers(16).CustomerAge
Customers(16).CustomerName
Customers(16).CustomerID
Customers(16).Location

SamplePage.FirstName
SamplePage.LastName

DependentList(Param.Index).Name
DependentList(2).Name
6/8/22

Ruleset and Ruleset Version

---------------------------
-->Ruleset and Ruleset Version is a nothing but collection of
rules.Whatever we are creating a rules,all thoese rules will be available
under Ruleset and Ruleset Version.
-->By using Ruleset and Ruleset Version we can achieve the Security and
Version Tool

Note:In case Same rule is available under multiple ruleset versions,pega

at the run time it will call the Higher rule set version rule.

Ex: Pega rules--->Theme-Cosmos--> Bank1-->Bank2--->Bank5

Technical Document for Customer Searchv1

after 2months

Customer Searchv1.1

Customer Searchv1.2

Ex:Bank5:01-01-01 203 rules in Dev Env

Move rules to SIT

Sprint1: 3weeks Sprint2: 3weeks Sprint3: Sprint4:

10 user Stories 8 User Stories 15 User Stories

US1:Insert Customer Details into Customer Table 5days Mahesh

US2:Validate mobile number and email ID 2days Sunil
Us3:Search Customer Details: 4 Days Shivani
US4:Fetch List of Customer Details: 5 days Navya

Bank5:01-01-01 30 rules. after 1week SIT Locked

US5:Validate Date of Birth and other fields Niharika

US6:Update Customer Details Baji
US7:Show Customer Dteails Bhavani 5 Add Properties
Customer ID age Name Location gender

Bank5:01-01-02: CustomerDetails Locked

US1: add below field under customer details screen

Date of Birth Are you Married

Bank5:01-01-03:

How to Create Ruleset Version

----------------------------
Goto to Records Exploer--->SysAdmin--->Ruleset-->List of Rulesets-->Open
the ruleset--> Add "Plus" to add the new ruleset version

How to Lock the Ruleset version

-------------------------------
-->Open the Rule set-->Expand which ruleset version we want to lock and
enter password

Check Out
---------
-->Whenever we want to modify the any existing open ruleset version rule
then we need to "check out".

Check In
---------
-->Whatever we did the changes in our "Check out" mode, if we want to
publish your changes to all others users(Developers or Users) then we can
"Check In".

Discard
-------
-->Whatever we did the changes in our "Check out" or "PrivateEdit"
mode,If we dont want those changes then we can "Discard".

PrivateEdit
-----------
-->If we want to modfiy the locked version rule in your "PrivateEdit"
mode then we can do the changes in "PrivateEdit"

Delete
------
-->Whatever we created the rule,if we dont want that rule then we can
"Delete".

Save As
-------
-->if we want to modify any locked rule set version rule then we need to
"Save As" same rule to any open ruleset version rule.

Ex: Customer Details Rule 01-01-01 02 03

ValidateCustomerDetails rule:01-01-01
8/8/22

Rule Availabilty
-----------------
-->Rule Availabilty will define "whether we can use the rule or not at
the run time".

Types of Rule Availabilities

----------------------------
1.Available
-----------
-->If rule availabilty is "Available",that rule is available to
particular ruleset and ruleset version.

Ex:CustomerDetails:01-01-01,02,03,04,05

2.Not Available
----------------
-->If rule availabilty is "Not Available",that rule is Not available to
particular ruleset and ruleset version.

Ex:CustomerDetails:01-01-01,02,03,04,05

3.Final
--------
-->If rule availability is "Final", we can not change or we can not
override the same rule.

4.WithDrawn
-------------
-->If rule availabilty is "WithDrawn",that rule is Not available to
Current ruleset version and lower versions of current ruleset version.In
case Same rule is available under inherated classes then it will call
from inherated classes .

Ex:CustomerDetails:01-01-01,02,03,04,05 Locked BOI-Hyderabad-Sale-Bank5-

Work-PersonalLoan

BOI-Hyderabad

CustomerDetails:01-01-01

5.Blocked
---------
-->If rule availabilty is "Blocked",that rule is Not available to Current
ruleset version, lower versions of current ruleset version and inherated
classes lower versions also not available.

Ex:CustomerDetails:01-01-01,02,03,04,05 BOI-Hyderabad-Sale-Bank5-Work-
PersonalLoan

BOI-Hyderabad-Sale-Bank5-Work

BOI-Hyderabad-Sale-Bank5

BOI-Hyderabad-Sale

CustomerDetails:01-01-01,02
BOI-Hyderabad

BOI

Class Inheritance
-----------------
-->Class Inheritance is a nothing but "Calling a rules from Parent class
to child class".

Parent Class----Possible----->Child Class

Parent Class<----Not Possible-----Child Class

BOI-Hyderabad-Sale-Bank5-Work-Homeloan X rule
BOI-Hyderabad-Sale-Bank5-Work-PersonalLoan
BOI-Hyderabad-Sale-Bank5-Work-Claim
BOI-Hyderabad-Sale-Bank5-Work-Onboarding
BOI-Hyderabad-Sale-Bank5-Work-CarLoan

BOI-Hyderabad-Sale-Bank5-Work Y rule S rule

BOI-Hyderabad-Sale-Bank5 Z rule

BOI-Hyderabad-Sale

BOI-Hyderabad

BOI S rule

Types of Class Inheritance

--------------------------
1.Pattern Inheritance
--------------------
BOI-Hyderabad-Sale-Bank5-Work-CarLoan P rule

BOI-Hyderabad-Sale-Bank5-Work Y rule S rule Name Age Location

BOI-Hyderabad-Sale-Bank5 Z rule

BOI-Hyderabad-Sale

BOI-Hyderabad

BOI S rule Name Zip Code State

2.Direct Inheritance
---------------------
Framework Level Class
Ex:BOI-Fw-Bank5-Work

Work-Cover-
Work-
@baseclass
Explanation
-----------
When we are running the Application,PEGA first it will check whether
rules are available in a Pattern inheritance classes or not.If rules are
available under Pattern inheritance classes then it will call from
Pattern inheritance class otherwise it will check with Direct
Inheritance.If rules are available under Direct inheritance classes then
it will call the rules from Direct inheritance classes.
Pattern inheritance first it will check whether rules are available
under Class Group level child classes or not. If rules are available
under Class Group level child classes then it will call the rules from
Class Group level child classes other wise it will check with parent
classes.If rules are available under Parent classes then it will call
from parent classes otherwise it will check direct inheritance classes.
Direct Inheritance first it will check with framework level
class or not.If rules are avaialable under framework level class then it
will call the rules from framework level class otherwise it will check
pega provided predefined classes like "Work-Cover,Work- and @baseclass".

Major-Minor-Patch
01-01-01,02 03 04 05 06 LOCKED
9/8/22

Application Inheritance
------------------------
-->Application Inheritance is a nothing but "calling a rules from
Framework application to implementation Application".

Framework Application------Possible------>Implementation Application

Framework Application<---Not Possible---------Implementation Application

Ex: pegaRules-->Theoms-Cosmos-->BankFW App--->BankImp App1-->BankImp

App2

Rule Authorization
------------------
--->Rule Authorization will define whether we can access the rules or not
at run time.

Operator ID-->Access Group--->Application--->List of RUlesets-->List of

Rules.

Rule Resolution Algoritham

--------------------------
-->Rule Resolution Algoritham will the pick or call the best rule while
running the applicatiom.

Explanation
------------
Step1:Whenever we are running the APplication,PEGA will check whether
rules are available under Rule cache or not.
Ex:15 rules 10 rules 5 rules

1st Way
--------
Step2:If rules are available under Rule Cache,Pega will check whether
rule availability is "blocked or not".Whatever rules are "blocked",it
will discard those rules and process the remaining rules.
Ex:10 rules 2 blocked
Step3:Pega will check whether user is authorized to use the rules or not
at the run time.Whatever rules are not authorized ,it will discard those
rules and process the remaining best rules at the run time

Ex:8 rules 3 rules best rules:5 rules

Ex:Operator ID-->Access Group--->Application--->List of RUlesets-->List

of Rules.

2nd Way
-------
Step1:If rules are not available under Rule Cache,pega will find the list
of Matching rules.
Step2:Pega will check whether rules are following "Application
Hierarchy(Application Inheritance)".Whatever rules are not following
""Application Hierarchy",it will discard those rules and process the
remaining rules.
Ex:8 rules 2rules
Step3:Pega will check whether rule availability is "Not Available or
not".Whatever rules are "Not Available-",it will discard those rules and
process the remaining rules.
Ex:6 rules 1 rule
Step4:Pega will check whether rule availability is "WithDrawn or
not".Whatever rules are "WithDrawn",it will discard those rules and
process the remaining rules.
Ex:5 rules 1 rule
Step5:it will check whether rules are following "Class Hierarchy(Class
Inheritance),Ruleset Hierarchy and circumstance".Whatever rules are not
following "Class Hierarchy(Class Inheritance),Ruleset Hierarchy and
circumstance",it will discard those rules and process the remaining
rules.
Step6:Pega will place remaining rules in a rule cache.
Step7:Pega will check whether rule availability is "blocked or
not".Whatever rules are "blocked",it will discard those rules and process
the remaining rules.
Ex:10 rules 2 blocked
Step8:Pega will check whether user is authorized to use the rules or not
at the run time.Whatever rules are not authorized ,it will discard those
rules and process the remaining best rules at the run time

Branching
----------
-->By Using "Branching" we can achieve the Parallel Development.

Note: While merging the Branch rules into Any open ruleset version then
first we need to resolve the Conflits,After we can merge the branch rules
into ruleset version

Ex1:OffshoreTeam Branch EmployeeDetails

OnsiteTeam Branch

Ex2:Team1branch Registration Form

Team2branch

Ex3:Developer1Branch CustomerCareDetails
Developer2branch

Ex:Sprint5

user Stories

01-01-05 01-01-07
10/8/22

How to Create Data Base Table in PEGA

-------------------------------------
Step1:Create a Properties (Columns)
Step2:Select atleast one property as a Primary Key
Step3:Insert the Data into the Data base Table.

Note:Data Type, we can use as a Class or Data base Table

Note:Whatever classes are inheritated from "Data-" class, All the classes
"does not belongs to class Group".

Data Pages
----------
-->By using "Data Pages" we can fetch the single record from data base
table or we can fetch the multiple records from data base table or we can
insert or update the data into the data base table or we can connect with
external applications by using Connectors like REST or SOAP.

Single or Page DataPage

----------------
-->By using "Single or Page Data Page" we can fetch the single record
from data base table by passing the Primary Key value.

List DataPage
-------------
-->By using "List Data Page" we can fetch the single record from data
base table

Savable Data Page

-----------------
-->By using "Savable Data Page" we can insert or update the data into the
data base table

Report Defination
------------------
-->By using "Report Defination" we can fetch the multiple records from
Data base table or we can filter the records based upon Property
conditions or we can join the two or more than two data base table or we
can display the data in the form of "Charts or tableformat" or we can
schedule the reports to Business Users.

Note:If we want to dipsly the multiple records in a UI then we need to

Select "Table Layout or Repeating grid Layout" in a Section.

Q)What are the sources available for "Table Layout or Repeating grid
Layout" in a Section?
Ans)1.Property: We need to provide the Pagelist or Page group Property
2.Report Defination: We need to provide the Report Defination and
Class name
3.Data Page:We need to provide the List Data page Name

Obj Methods
-----------
Obj-Browse
-----------
-->By using "Obj-Browse" method in a activty we can fetch the multiple
records from Data base table.
Obj-Open
---------
-->By using "Obj-Open" method in a activty we can fetch the Single record
from Data base table.

Obj-Save
---------
-->By using "Obj-Save" method in a activty we can insert or update the
data into the data base table.

Obj-Delete
-----------
-->By using "Obj-Delete" method in a activty we can Delete record from
Data base table.

Assignments
------------
1.Create Order ,Policy,Complaint and Employee Data Base Tables

Order ID Order Name Order Price Rating

Policy ID Policy Holder Name Policy Amount Date of Birth

Complaint ID COmplaint Holder Name Complaint Date Completed Status

Employee ID Employee Name Blood Group Email ID Employee Age Employee

Salary

2.Display the List orders,Policies ,Complaints and Employee Details in a

UI by using Data Pages,Report Defination and Obj-Browse.
12/8/22

Note:If we want to one class properties into another class then we need
to create "Page or PageList or pageGroup" Properties.

Note:If we want to display the data in a UI then we need to set the data
to "pyWorkPage"

Note: By using "StepStatusGood or StepStatusFail" pega ootb when

conditions we can say that "whether step method is executing correctly or
not"

Q)How to handle the Exceptions in a activity?

Ans)1.In a activity,after completion of the method executeion we have
"Jump" options is avialble.We need to enable "Jump" conditions to handle
exceptions.
2.We need to add the Log messages like success or failure Senarios.

Log-Message
------------
-->If we want to capture the success or failure messages in a PEGA LOGS
then we will use the Log-Message method in a activity

Optional. Enter one of the following values:

Debug — Record as DEBUG severity, produces the largest number of
messages; least severe.
Info — Record as INFO severity.
Warn — Record as WARN severity.
Error — Record as ERROR severity; most severe.
InfoForced — Always record as INFO event.

Obj-Open
---------
-->By using "Obj-Open" method in a activty we can fetch the Single record
from Data base table.

Ex: Customer ID:111

Serach Customer

Customer ID Customer Name Customer Age Location Status Type

Obj-Save
---------
-->By using "Obj-Save" method in a activty we can insert or update the
data into the data base table.

Obj-Delete
-----------
-->By using "Obj-Delete" method in a activty we can Delete record from
Data base table.

a=10
A=B

UI 3434--->
13/8/22

How to Pass the Parameters to Data Page,Report Defination and Activity

----------------------------------------------------------------------

Customer ID Customer Name Age Location Status Gender type of

Customer
Babu >28 <45 InProgress Female
Silver

Search Customer

List Of Customer Details

1.Report Defination:Right Click on Class--->Create--->Reports--->Report

Defination
2.Data Page:Right Click on Class--->Create--->Data Model-->Data Page
3.Obj-Browse
15/8/22

Advanced Controls
-----------------
1.DropDown
----------
-->If we want to display the values into the Dropdown property from data
base table dynamically then we can use the "DropDown" Control.

1.Report Defination
2.Data Page
3.Clipboard Page (Pagelits or PageGroup)

2.CaseCade Dynamic Select

--------------------------
-->Based upon First Dropdown values,automatically it will display the
values into the Second dropdown from Data Base Table dynamically.This
process we can call as CaseCade Dynamic Select.

Ex:Category SubCategory
Fruit Friut Related Items
Vegitables Vegitable related Itemas

1.Report Defination
2.Data Page
3.Clipboard Page (Pagelits or PageGroup)

Property for value:Andhra Pradesh Andhra Pradesh AP

AP

Property for display text:Andhra Pradesh AP Andhra Pradesh

AP

3.AutoComplete
--------------
-->Based upon minimum search characters if we want to display the values
into the dropdown property from data base table dynamically then we can
use the AutoComplete Control.

1.Report Defination
2.Data Page
3.Clipboard Page (Pagelits or PageGroup)

4.RadioButton
-------------
-->If we want to set the values to Radiobutton from from data base table
dynamically then we can use the Radiobutton control

1.Report Defination
2.Data Page
3.Clipboard Page (Pagelits or PageGroup)

5.MultiSelect
--------------
-->If we want to Select the Multiple values from dropdown property then
we can use the MultiSelect Control.

1.Report Defination
2.Data Page
3.Clipboard Page (Pagelits or PageGroup)

6.Slider
---------
-->If we want to give Rating then we can use the Slider Control
16/8/22

Assignments
-----------
1.Display the List of Case Details in a UI By using Data Pages,Report
Defination and Obj Browse

Case ID Create By Create Date Time Update By Updated Date Time Work
STatus

Hint:BOI-Hyderabad-Sale-Bank5-Work-Homeloan

2.Display the List of Case Details with Status :"Verification-Pending" in

a UI By using Data Pages,Report Defination and Obj Browse

First Name Last Name Date of Birth Age Case ID Work Object STatus
Created By

3.Display the List of Case Details with Status :"Resolved-Completed" in a

UI By using Data Pages,Report Defination and Obj Browse

First Name Last Name Date of Birth Age Case ID Work Object STatus
Created By

4.Diplay the List of Developer Operator Details in UI available in your

Application By using Data Pages,Report Defination and Obj Browse

First Name Last Name Full Name Role Phone Number Email ID

Hint:Data-Admin-Operator-ID

5.Diplay the List of User Operator Details in UI available in your

Application By using Data Pages,Report Defination and Obj Browse

First Name Last Name Full Name Role Phone Number Email ID

6. Start Date: End Date Operator Name:Deepa STatus:New

Search Case Details

Case ID Create By Create Date Time Update By Updated Date Time Work
STatus

7.Display the List Operator IDs under Dropdown Property

8.Display the Selected Operator ID details in UI from Above Dropdown

property

First Name Last Name Full Name Role Phone Number Email ID

9.Display the List available Work Objects status under Dropdown Property.

Dropdown: New,Open,Pending-Verification,Pending-Approval,Resolve-
Completed

10.Display Selected Work Status Case Details in a UI from Above Dropdown

Property
Case ID Create By Create Date Time Update By Updated Date Time

11.Student Table

Student ID Student Name Student Age Dept ID

111 Kiran 23 1
222 Raju 29 1
333 Ramu 20 2
Depertment Table

Dept ID Depertment Name HOD Location

1 ECE Sravya Hyderabad
2 IT Akash Chennai

Student ID:111

Search Student Details

Student Name

Student Age

Depertment Name

HOD

Location

Hint:Create Activity
Step1 Page-New StudentPage
Step2 Page-New DepertmentPage
Step3:Obj-Open StudentPage
Stpe4:Obj-Open DepedentPage
Step5:Property-Set

12.Store Table

Store ID Store Name Manager Name Location

111 MORE Rakesh Chennai
222 BIgBAZAR DEVI Hyderabad
333 Amazon Ramana Bangalore

Display the List of Store Details under Dropdown

13:Display the Selected Store Details in ui

Store ID
Store Name
Manager Name
Location

14:Employee Table

Employee ID Employee Name Employee Age Reporting Manager Employee

Salary
111 Kiran 34 Niharika 340000
222 Ramana 23 Niharika 39999
333 Devi 28 Niharika 12999
3234 Baji 29 Akash 343434
Display the List of Employee Details in a UI

Hint:pxRequestor.pyUserIdentifier

15.Country Table

SNO Country Name State Name

1 India AP
2 India TS
3 India TN
4 India KA
5 USA USA1
6 USA USA2

Counry Dropdown State Dropdown

16.ReferenceData Table

SNO Country Name State District Name Mandal Name Village

1 India AP Nellore xxx yy
2 India AP Nelloer xxx UU

Country

State

District

Mandal

Village
18/8/22

Data Pages(Declare Pages)

-----------
-->By using Data Pages we can fetch the Multiple Records From Data base
table or We can fetch the Single Record From data base table or We can
insert or update the data into the database table or we can connect with
external application to get the Data
-->Data Pages will improve performnance means it will reduce network
round trips between data base table and pega application.
-->All the Data Pages will starts with "D_"

Explanation
-----------
Whenever Requestor Requesting Same type of Data multiple Times,First
request it will go the data base table and will store that data into the
clipboard under "data Pages" and will display the data in a UI.Next
requests instead of going to data base table it will fetch that data from
Clipboard means it will reduce network round trips between data base
table and pega application.

Right click on Classs-->Create-->Data Model-->Data Page

Structure
---------
1.Page Data Page: By using Page Data Page, We can fetch the Single Record
From data base table
2.List Data Page:By using List Data Page we can fetch the Multiple
Records From Data base table

Q)What are the Sources available for Page Data Page?

Ans) In Pega 8.3 and below versions we have 4 sources available for Page
Data Page
1.Connector
2.Data Transform
3.Activity
4.LookUp

Q)What are the Sources available for List Data Page?

Ans) In Pega 8.3 and below versions we have 4 sources available for Page
Data Page
1.Connector
2.Data Transform
3.Activity
4.ReportDefination

Note:From PEGA 8.4 V onwards we have Same Sources available for Page or
List Data Page
1.Connector
2.Data Transform
3.Activity
4.ReportDefination
5.Loopup
6.Aggregative Sources

Types of Modes
--------------
1.Read Only:
------------
If we dont want to give the option to edit the data pages related data in
a UI then we will select the Mode to "Read Only".
2.Editable:
-----------
If we want to give the option to edit the data pages related data in a UI
then we will select the Mode to "Editable".

Note:Editable Data Pages related data we can see in a Clipboard under

"User Pages".

3.Savable
----------
-->If we want to insert or update the data into the database table then
we will select the mode to "Savable".

Types of Scopes
---------------
1.Thread
--------
-->Thread Level Data page is a nothing but "Rule Base Data Page" or Work
Object Level Data Page.Whatever data is availble under Thread Level data
pages, only that particular thread or Work Object level only we can
access.
-->Thread Level Data page will load at the time of Creating a Work object
or At the time of performing some actions on click the buttons or links
or dropdown changes ..etc
-->We can edit the Thread Level Data page related data

2.Requestor
-----------
-->Requestor Level Data Page is a nothing but Operator or User Level Data
Page Level.Whatever data is available under Requestor level Data
Page,only that particular Operator or User can access.
-->Requestor level data page will load at the time of user or operator
Login into the Application
-->We can edit the Requestor Level Data page related data

3.Node
-------
-->Node Level Data Page is a nothing but Application level Data
Page.Whatever Data is available under Node Level Data Pages,All the Users
can access.
-->Node level Data Page will load at the time of start the Application
Servers(Tomcat)
-->we can not edit the Node Level Data Pages related data because node
data pages related data sharable to across the application.if some user
is going update the node level data pages related data then it will give
data mismatces to other users.

Q)what type of data page we need to provide the Access group?

Ans)For Node Level Data pages we need to provide the Access group.

@) what is the use of Load authorization or access group in a Node level

data page?
Ans)Access Group is responsible to call the node level data page sources
like Data transform or report defination or activity or connector in a
pega applciation.

Access Group-->Application-->List of Rulesets --->List or Rules.

AIG -->Bank1 GetCustomers
AIG -->Bank2 GetCustomers
AIG -->Bank3 GetCustomers
Bank1:Users

GetCustomers
Thread Data Page
-----------------
ICICI Customer --->ICICI Application--> Transferred Amount Frd 10000
2000
ICICI Customer --->ICICI Application--> CurrentBill
ICICI Customer --->ICICI Application--> CreditCard Bill

GetBalanceAmount Data Page

Requestor Data Page

------------------

ICICI Customer1 --->ICICI Internet Bank Application

ICICI Customer2 --->ICICI Internet Bank Application

Get Customer Profile Information Data Page

Node Level data Page

---------------------
ICICI Custome1 ---->ICICI Internet Bank Application--->List Of Offers
available in my bank app

ICICI Custome2 ---->ICICI Internet Bank Application--->List Of Offers

available in my bank app

ICICI Custome3 ---->ICICI Internet Bank Application--->List Of Offers

available in my bank app

Get Offer Details Data Page

Note:We can call the Multiple Sources in a Data Pages.Based upon the when
condition it will execute the Data Page source.

Q)What is the Use of "Simulate data source" check box in a Data Page?
Ans)When we are connecting with External application through connectors
like soap or rest to get Data,If external Applciation is not available to
send the data to pega applcaition.this senarios we can set the Static
data by checking the "Simulate data source" check box in a Data Page

Q)How to handle the Exception in a Data Page?

Ans)In a Data Page under Defination tab we have "Post load processing"
option is availble,there we can call the activity to handle the
exceptions in data Page.

GetCustomer ---Down->JAVA External Application

First Name:Akash LastName:T age:34

Report Defination
-----------------
-->If we use the Report Defination, Whenever Requestor Requesting Same
type of Data multiple Times,Every request it will go the data base table
and will display the data in a UI

Obj-Browse
----------
--> If we use the Obj-browse method in a actvity, Whenever Requestor
Requesting Same type of Data multiple Times,Every request it will go the
data base table and will display the data in a UI
19/8/22

Data Pages
----------
Q)How to Flush the Data pages in pega
ans)1.In a Data Page under Load Management Tab we have "Clear Data Page"
button is available.We need to click on "Clear Data Page" button to
flush(Remove Data Page Data From Clipboard) data pages in pega.
2.By using "pzFlushDataPage" pega ootb activity we can flush the data
pages.

Refresh strategy
----------------
-->If we want to reload the data pages based upon "Days or Hours or min
or Seconds" then we can specify the "Days or Hours or min or Seconds" in
a data page under "Load Management" tab we have Different "Refresh
strategy" options are available.

Types of Refresh strategies

-----------------------------
1.Reload once per interaction:
------------------------------
If we check the "Reload once per interaction" check box then data page
will load when we are access the data page first time or interaction.

2.Do not reload when:

-----------------------
-->Based upon When conditions we can reload the Data Pages.

3.Reload if older than:

-----------------------
-->Based upon "Days or Hours or min or Seconds" we can reload the data
Pages.

Ex: 9am 9.05 9.09min

10Min

Q)What are the Refresh Strategies available for Node Level Data Page?
Ans)1.Reload if older than

Q)What are the Refresh Strategies available for Thread and Requestor
Level Data Page?
Ans)1.Reload if older than
2.Do not reload when:
3.Reload if older than:

Q)What is the use of "Clear pages after non-use" check box in a Data
Page?
Ans)If we check the "Clear pages after non-use" check box then
automatically it will remove the Requestor or Node Level Data pages when
it is "Idle".

users

Non Business Working Hours Idle

1.Page Data Page
----------------
D_GetCustomer[CustomerID:Param.ID]
D_GetCustomer[CustomerID:333]
D_GetCustomer[CustomerID:.CustomerPage.CustomerID]
D_GetCustomer[CustomerID:.CustomerID]

Ex:D_GetCustomer

D_GetCustomerRecord[CustomerID:.CustomerPage.CustomerID].CustomerName

Customer ID,Customer Name, Customer Age ,Location

.CustID=D_GetCustomer[CustomerID:Param.ID].CustomerID
.CustName=D_GetCustomer[CustomerID:Param.ID].CustomerName
.CustAge=D_GetCustomer[CustomerID:Param.ID].CustomerAge
.Location=D_GetCustomer[CustomerID:Param.ID].Location

SamplePage.FirstName=Kiran
.ShippingPage.AddressLine1=.BillingPage.AddressLine1

DepedentPage.Name=pyWorkPage.Name
DepedentPage.Name=pyWorkPage.Relation

.CurrentAddress=SamplePage.Address

2.Savable Data Page

---------------------
1.Create Data TRansform to map the Properties
2.Create Savable Data Page and call the Data Transform
3.Call the Savable Data Page in a flow action under "Action" tab we have
Post Processing option is available,there we can call the Savable Data
Page

or

3.Call the Savable Data Page in flow by using "Save Data Page" automation
shape
20/8/22

Data Pages
-----------
1.Key Accessed Data Page
--------------------------
-->In a Key Accessed Data page,Based upon Keys it will fetch the data
from clipboard instead of going to the Data base Table.
-->Key Accessed Data Page will not maintain the instances in a Clipboard.
Note:Only List Data Pages we can pass the keys.
-->Key Accessed Data Page will refer in a Property Level(Page or
PageList) means we can not refer the key accessed data page in a Table
Layout or Dropdowns or Activities or Data transforms.

How to Implement Key accessed Data Page

---------------------------------------
Step1:Create List Data Page and check the "Access pages with user defined
keys" check box
Step2:add the Keys in a List Data Page
Step3:Create Page or PageList Property and Call the Key Access Data Page
Step4:Pass the Keys to Key access Data Page

Customers:1000
111-------->Customer Table--->Clipboard(1000 CUstomer)--->UI
222-------->Clipboard(1000 CUstomer)--->UI
333-------->Clipboard(1000 CUstomer)--->UI

2.Parameterized Data Page

--------------------------
--->Based upon the Parameters, every time It will go the data base table
and will display the data in a UI.
-->Parameterized Data Page will maintain the instances in a Cliboard
-->we can refer the Parameterized data page in a Table Layout or
Dropdowns or Activities or Data transforms.
Customers:1000

Ex: D_GetCustomerDetails[Name:"Deepa"].pxResults
D_GetCustomerDetails[Status:"Fail",Location:"Chennai"].pxResults

D_GetCustomerDetails[Status:.Paymentstatus,Location:.Location].pxResults

111-------->Customer Table--->UI
222-------->Customer Table--->UI
333-------->Customer Table--->UI

Country State
India AP,TS,TN,KA
USA USA1,USA2
UK UK1,UK2
Canada Canada1,Canada2

3.Aggregative Sources in PEGA

-------------------------------
Customer --->Customer Table
Customer Related Claim Information --->CLaim Table
Customer ----->External System Java

Complaint --->External System Dot Net

4.Simulate Source
------------------