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As general idea, ther her subject its general as have to problem of an extensive qualities be force of knowledge of space. To select the Department. Add a Change Stage smart shape to the process. Save the section and then Close the section rule form tab. Click the View Properties icon for the new Text Input cell. In the empty field. Following the best practices and guidelines you studied in this lesson.

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HR has asked you to add fields to collect this information. Enter Interview Date in the open field. Open the Schedule Interview step in the Interview stage and then click Configure form in the properties panel. Set the property type to Date. Procedure From the Case Designer for the Candidate case. Open the Conduct Interview step and configure a form to include properties in the following table.

Click Save to close the Form Configuration dialog and then Save your changes to the Candidate case type. Click Run to create a Candidate case. Continue until you reach the Interview stage. Verify that the fields now appear for each property on the Schedule Interview and Conduct Interview forms. Do not close the case after you review the Conduct Interview form. This open case will be used in the next exercise. Add Allowed Values to a Property Definition Scenario Upon reviewing the interview assessment form, HR is concerned that the current configuration of the form does not provide enough guidance to interviewers about assessing candidates.

HR is concerned that interviewers may grade candidates inconsistently, and that this would negatively affect the hiring process. To ensure that interviewers grade candidates consistently, HR has asked you to provide interviewers with guidelines for each rating. All ratings should provide a descriptive label for each value, so that hiring managers can apply the ratings consistently from candidate to candidate.

Approach Configure the property form for each of the Interviewer Rating, Technical Skill Rating, and Interpersonal Rating properties so that they include a prompt list, using the values in the following table. Also, configure the property to display as a set of radio buttons by using the pxRadioButtons control. Interviewer Rating. Hints Use the UI Inspector to identify the property rule that corresponds to each field.

To display a property as a set of one or more radio buttons, select the pxRadioButtons control on the rule form for the property. To create a list of choices that displays a descriptive label, rather than a number with no context, select Prompt List from the Table Type drop-down list. Return to the case used in the last exercise, or create a new case and proceed to the Conduct Interview form. Developer toolbar. Hover over the Interviewer Rating field until the Information Panel displays and then click the blue InterviewRating property link.

Expand the Display and Validation section. Change the UI Control by clicking in the field and using the down-arrow to select pxRadioButtons from the list that appears. Select Prompt List from the Table Type drop-down list.

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Enter prompt values from the following table. After each value, click the Add a Row icon to create an empty row for the next value. This prompt list table will allow operators to select a prompt value, and the associated standard value will be saved.

Standard Value 0 0. Save the rule, close the rule form tab and return to the open case. Repeat steps 2 - 6 to add the list of default choices to both the Technical Skill Rating and the Interpersonal Skill Rating fields, using the values in the following table. Verify that each of the three fields now displays as a set of radio buttons. From the Other Actions menu. Property form Completing the General tab — Value modes www.

Save the rule and then return to the open case. These properties will be configured in future lessons. HR needs this information — name. Hints You can access the Form Configuration dialog in one of three ways: HR also wants the candidate to indicate the position for which they are applying.

To define a page property. While running the process — click Yes. From the Properties panel — Select the step and then click the Configure form link. To define a top-level property. To add properties to a data object page. The properties panel for the Collect Personal Info assignment appears. Open the Candidate case in the Case Designer. Click Configure process details under the Collect Information stage to open the stage in the Process Outline. Procedure In this exercise.

The Form Configuration dialog can be opened from the step options menu on the Case Designer landing page. In the empty field. Click Save to close the Form Configuration dialog and then save updates to the case type. Click Add field twice to create two top-level properties. Enter Position Applied For in one field. In the other field.

Click Add field to object three times and in the resulting cells add the Last Name. Select the Required option for the Last Name property.

Asterisks should appear next to the labels Last Name and Position Applied For to indicate that a value is required for these fields. Run the process to create a new case.

Optional Exercise When you add fields to a process. Open the Application Explorer. View properties in the work class using the steps below. The work class is unique for each case that is created. Additional data pages can be created using this object type. When you define a page in the Edit Fields dialog.

This full name would appear on the case when a recruiter. A post-processing action for a flow action is specified on the Actions tab. Create a data transform. PRPC attempts to add fields to display all of the properties currently defined on that page.

To facilitate the process of reviewing applications. Last Name. All properties are defined on the Candidate page. Remember that the First Name. Add the data transform to the flow action CollectPersonalInfo as a post-processing action.

Doing so does not delete the property itself.

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Delete the entry for each field that you do not want to display on the flow action. Set a Property Value with a Data Transform Scenario When applicants for an open position at SAE express interest in a position they complete several forms by providing basic information about themselves. FullName according to the formula. Hover over the Interview stage and click Configure process detail to open the process outline. Locate the Schedule Interview flow action and click Configure form.

Remove all of the fields on the Candidate page from the form by clicking the X icon on the right. Open the Candidate case in the Stage Designer. Click Add field to object. In the Form Configuration dialog. In the Post-Processing area of the form. Hover over the Collect Information stage and click Configure process detail to open the Process Outline.

Open the Collect Personal Info flow action by clicking the Open icon. Save updates to the case type and then return Back to stages. To do this. After returning to the Properties Panel. Create a data transform to activate after personal information is entered. Continue through the process to the Schedule Interview step and verify that the correct full name appears on the form.

FullName property. Click Save to update the case design. In the Source field. Candidate and then use the down-arrow again to select FullName.

You can use down-arrows to select. FirstName and. In the Label field of the Create Data Transform form. Save the data transform and close the tab. Last name using the same procedure used to select the.

Return to the CollectPersonalInfo flow action tab and Save the flow action. When the Edit Data Transform form opens. Create a new Candidate case. Optional Exercise After a new field is added to the Candidate case. View the property and its associated data transform using the steps below.

Update the telephone number for the applicant from the Clipboard. To edit a property value on a page. Hints You can access the Clipboard from the Developer tool bar.

The Candidate page is embedded within pyWorkPage. To access this hidden data we use a tool named the Clipboard. While some data is presented on the forms that make up our UI. In the left pane. On the Developer tool bar. Create a new Candidate case and note the case ID. This data was written automatically when the case was created. Keep the Clipboard open and return to the Candidate case. The Candidate page updates with the data entered on the Personal Info form. Return to the Clipboard page and click Refresh.

Complete the Personal Info form and Submit it. Note that the FullName property has been added to the page. Using the Clipboard tool www. Click Save to update the case with the new telephone number. Click Edit and provide a new value for the PhoneNumber property. Enhancing the User Interface This lesson group includes the following lessons: The layout type can be changed in the format field. Hints Properties can be added in the outline view.

Adding Layouts Scenario When the recruiter screens the candidate they need to enter if the candidate has relevant experience. Need to go back and save the stage designer view before opening the section. Outline view can be accessed using the configure process detail link that appears in that stage. Procedure We have seen how you can add fields and configure a form for an assignment step by going to the process outline.

At the prompt Would you like to work on this now? Open the Candidate case in the Case Designer and then click Run to create a case. In the Form configuration Welcome screen. In this exercise. Step through process flow until you reach the Screen Candidate step in the Qualify stage. Screener Comments and Relevant Experience fields using types listed in the Approach section of this exercise.

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Pause your mouse over the new Screen Candidate section. In Form configuration. Screener Feedback. When the information panel displays. Click Save to close the Form configuration dialog and then Save changes in the process outline. Click in the layout and then click the View Properties icon. Click OK to close the Dynamic layout properties form. Change the format to use Inline grid double by selecting it from the drop-down list.

Save changes to the case. To see that the form has been created. Return to the running process and select Refresh from the Other Actions menu to view your updates. Return to the process outline.

Close the candidate case. Save updates and then Close the Screen Candidate section. Optional Exercise Use this optional exercise to look in the Application Explorer for the data properties and user interface sections that have been created for the Candidate case.

Adding a Repeating Layout Scenario When the candidate applies for the job they must include any professional work experience that would help the recruiters to consider them for the open position. This information should include the company name, job title, and both starting and ending date. Similarly, the candidates should indicate their educational background in terms of institution name, highest grade achieved, and year of graduation.

Approach Use the stage designer approach that we learned in the lesson to create new repeating layouts in the Collect professional info and Collect educational info steps. For the Collect Professional Information action, create a page list named Work History with properties from the table below. For the Collect Educational Information action, create a page list named Educational Background with properties from the table below.

Click the Configure process detail link in the Case Designer to open the outline view. New fields default to Text in the Configure form dialog. Select Object to generate a property of type Page. Select List of objects to generate a Page List. Procedure We have seen how you can configure a form for an assignment step by going to the process outline and while testing a case.

In this exercise, we will select Configure form from the step menu in the case designer. Open the Candidate case in the Case Designer, if necessary. Open the step menu for the Professional Info step and select Configure form.

In Form configuration, enter Work History and select List of objects to generator a page list type property. In the first field for Work History, enter Company Name. Click Add field to list three times and then enter the remaining field names Job Title, Start Date and End Date and property modes from the table in the Approach section of this exercise. Ensure that all of your fields have been entered correctly and that Work History is a List of objects before saving your new page list.

Click Save to close the Form configuration dialog. Save the updates to the case type.

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You may need to Refresh the Application Explorer to see the new page list. Test the new UI by running the process to create a new case. Return to the Candidate case and create a form for the Educational Info step in the Collect Information stage. Open the Form configuration dialog using any of the ways listed in the Hints section. Using instructions supplied in steps , create a page list named Educational Background with fields Institution Name, Highest Grade Achieved and Year of Graduation listed in the Educational Background table in the Approach section of this exercise.

After checking to be sure that your data types are correct, click Save to close the Form configuration dialog and Save updates to the case type. Run the process to create a case so you can view the updated UI section. Adding a New Control on an Existing Field Scenario The business architect reviewed the screens that we have created so far and gave us a few additional requirements. The first request is that we add a new field which permits the capturing of candidate skills information.

The second request is to increase the size of the current Screener Comment field. It is currently too small and does not allow for the capture of a significant amount of feedback from the recruiters. They would like to have this fixed by providing the operator with an option to enter a few lines of feedback that can be easily read.

Approach In the professional information step of the collect information stage, add a new property named Skills using the Stage Designer. This property can be defined as text which will use pxTextinput. Make sure all relevant options in the toolbar are selected. Hints The section can be accessed by opening the process in outline view. Add the property for Skills in the step before accessing the section. The product creates the property with a text input field, open the properties panel and change control to use RichTextEditor RTE.

Configure the parameters for RTE in the properties panel of the field. Procedure We have created a form to enter candidate professional information, but need to add a field for Skills. Begin by creating a Skills property and then add it to the Professional Information section. Save and then Close the property rule form for the new Skills property. Name the property Skills. Use property defaults. Open the Candidate case in the Case Designer and then click Configure process detail under the Collect Information stage to open the stage in the Process Outline.

Refresh the Application Explorer and look for your new property. Select the Professional Info step in the stage steps. When the section opens.

Click the handle of the new dynamic layout and drag it below the work history. Since Skills is not a list object. Set layout type to Dynamic Layout.

Select Layout from the Layout menu. Click in the Skills cell and then click the View Properties icon form. Click handle of the Skills property and drag it into the new layout. Change the control from Text input to Rich text editor. After selecting the control. Open the Qualify Stage in the process outline. Close the Section tab. Click OK to close the layout cell properties form and then Save changes to the section.

Select the Screen Candidate step and then click Open section. Using the instruction beginning in step To allow more space in the screener comments. The list of values is stored as local list in the property definition. Hints To edit cell or section properties using the UI Inspector.

The radio button also exists in the basic palette www. Run the process to create a new case and then do the following: While the applicable form is displayed. The dropdown exists in the basic palette. Hover over the cell or section that you want to change until the Information Panel displays and then click the blue rule property link for the cell or section. Create a new Candidate case using either the Run button or the Create menu. Is Not a Fit for the Role from the Approach section of this exercise.

Requires Additional Training. In the property rule edit form. Save changes and then return to the open case. Hover over the Screener Feedback field until the Information Panel displays and then click the blue ScreenerFeedback property link for the Cell.

Submit user input for each process step until you reach the Screen Candidate step. When table value fields open up. While the Screen Candidate form is displayed. Click OK to close the layout cell properties dialog.

Click inside the Screener Feedback cell and then click the View Properties icon to view layout cell properties. Hover over the group of fields that comprise the Screen Candidate section until the Information Panel displays and then click the blue ScreenCandidate property link for the Section.

Click the change link in the layout cell properties form and then select Dropdown from the basic input group. After returning to the Screen Candidate layout section form. Refresh the open case or create a new case to test changes made to the Screen Candidate user interface.

Save the Screen Candidate section changes and then Close the tab. Save updates to the Candidate case type.

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Click the change link in the layout cell properties form and then select Radio buttons from the basic input group. Click Open Section. Identifying Mandatory Fields Scenario When a candidate is entering an application. To make Email a required field.

In that case. From the Case Designer landing page for the Candidate case. If you have opened and saved a section the Configure form link may no longer be visible. If you have already made changes in the section rule. Create a new case to test changes made to the case type. Be sure to save any updates made to sections and then to the Candidate case type. Save changes to the section and then Close the section tab.

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Email address should also be a required field. Select Email. Validating User Entries Scenario When a candidate is entering an application. The company prefers to send all communication through email. ValidEmailAddress that is shipped as part of the product. When the candidate is entering their personal information. Be sure to save any updates and then create a new case to test changes made to the case type.

Save the updated email properties and then Close the Edit Property tab. Click inside the Use Validate field and then use the down-arrow to select ValidEmailAddress from the available validation types. Open the Advanced tab.

Try to enter an invalid email address to ensure that email validation is working. Accessing Data in the Application This lesson group includes the following lessons: Add columns using fields in the following table. This is used in various steps of the candidate process. Describe the Position table using the following information: Position details will include the job details.

This data can be used to populate the newly created data table. Click Add a new Data Table to begin the wizard. Create a table that will keep track of open positions. Enable the data page creation so that the results of the data table can be accessed in the application.

To enter data. When entering Class Name and Derives From values into auto complete fields. Append —Position to Class Name. Use the autocomplete feature to pick the class name. Enable Create Data Pages and then enter the following: Lookup Data Page: If a new window does not open up. Enter properties from the following table. Leave Key enabled in the first row of properties. Add rows by clicking the List Editor link.

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About the Data Table Wizard www. Click the Add a row link and enter values for fields using the spreadsheet referred to in the Approach section of this exercise.

Accept defaults which use the current ruleset and ruleset version and then click Generate. Use the data page that is created by the Data Table wizard to display the list of all positions.

The available positions should have an ID stored internally but should display the label to help the candidate to easily select the position. Hints Open the Data Explorer to see the name of the data page that contains the position list.

Open the data table landing page to see which property has id and value in the data table. The Position Applied For field must be able to perform a lookup in the list of all positions that are currently open in the company. Click the change link and change the control to Dropdown. Note that lookup is done by ReqID the position number but the operator will see pyLabel the position title. Save changes to the section and then Close the Edit Section tab. In the List Source section. From the Designer Studio menu.

Optional Exercise Open the Data explorer and then expand Open Position Details to view the data pages used to manage open positions. At the bottom of the page. Dropdown control Properties — General tab www. This screen should display details based on the position the candidate has selected. Approach Configure the ScreenCandidate section to use a new embedded section. The parameter used for lookup should be the property that the candidate has used for selecting the position.

When the recruiter performs the screen candidate step. Create a new section within the Screen Candidate section and add the following fields in a dynamic layout — use Inline Grid Triple or Inline Grid Double as the format. The fields added must be marked as read-only in the edit options fields on the presentation tab. Save the section where you included the new section. The parameter for data page should use.

Open the process outline for the Screen Candidate step in the Qualify stage and then click Open Section for the Screen Candidate action.

Make sure the Use property label field is enabled to see the label. Add a Text Input control to add the field into the cell. The section can be created by entering a name and clicking the icon next to the section field. Open the Layout palette. Click the new Section link and drag it to be located above the existing layout before releasing the mouse button.

Hints The section can be added by using the layout palette. ReqID property and select to Use property default for the display label. In the Cell Properties dialog. In the Section Include dialog. Click the Presentation tab and select Read Only always in the Edit options field.

When the Section rule form appears for PositionDetails. PositionAppliedFor 5. Click the View Properties icon for the new Text Input cell. Click OK to close the Dynamic layout properties dialog.

After returning to the Section rule form for Position Details. To create the new section. In the Dynamic layout properties dialog. In the Section Record rule form. This will provide all properties Department. Click OK to close the Cell Properties dialog. After returning Section rule form for Position Details.

Optional — Consider experimenting with your section. Move cells around to your preferred order. You could also add a separate layout for Job Description that uses the full screen width. Some things you can try include adding a label.

Save the section and then Close the Section details rule form. Icon Key View Properties icon Open icon www. Sorry, we could not find any existing content that matches your question. Please continue to post your question here.

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