| Platform Patterns | Capability/Industry Area | Description |
|---|
| Apply validations to ensure data integrity | Low-Code Application Development | Applying various types of validations in an application |
| Apply validations to ensure data integrity | Low-code app dev | Applying various types of validations in an application |
| Authentication in Web Chatbot | Conversational Channels | Authentication in Intelligent Virtual Assistant for Web Chatbot |
| Best practices for defining case views specific to case types | Case Management | Best practices for defining case views specific to case types |
| Best practices for developing personas | Low-Code Application Development | Developing personas |
| Best practices for non-functional aspects of the end-user experience | Application development | Best practices for non-functional aspects of the end-user experience |
| Best practices for using pyAgeFromDate | Case Management | Defining the correct value for the pyAgeFromDate property |
| Build for change using App Studio | Case Management | Building applications using App Studio using configuration rather than customization |
| Building APIs | Data Integration | Guidelines on building Service REST APIs |
| Building UI with DX API compliance | User Experience | Best practices for developing an application interface |
| Building great dashboards | Operational Dashboards and Reporting | This document describes best practices for creating dashboards. |
| Capacity planning for sending and receiving email | Data Integration | Considerations when planning to send and receive email on a large scale |
| Case attachments | Case Management | Setup and use of attachments in a case |
| Choosing between a Pega API and a custom API | Data Integration | Factors to weigh in while choosing between Pega API and strongly typed custom API before building a new REST API |
| Configuring advanced settings for hierarchical tables | User Experience | Guidelines for setting up advanced capabilities for hierarchical tables |
| Configuring and Managing logs | System Administration | An overview of logging tools in Pega Platform |
| Configuring external authentication for a mobile app | Mobile | Configuring authentication for a mobile app by using different protocols and external identity providers. |
| Configuring lists with local and external data | Data Integration | Configuring lists with local and external data |
| Create Case Stages | Case Management | When to create case stages |
| Creating authentication registration for external users | Security | Best practices for creating authentication registration for external users |
| Customizing an application with App Studio | User Experience | How to customize an application using low code tools App Studio |
| Customizing login and error screens | User Experience | Updating login and error screens to match the context of your application |
| Define Authorization Model | Security | Defining the authorization model. |
| Defining Pega scenario tests | DevOps | Best practices for defining scenario tests |
| Defining and applying case statuses | Case Management | Defining case statuses |
| Defining case dependencies at run time | Case Management | Guidelines for successful definition of case dependencies at run time |
| Deploy a Public Facing Application | Security | Deploying a public facing application |
| Design templates: customization and optimization with helper classes | User Experience | Customization guidelines for design templates with the use of CSS helper classes |
| Designing Pega unit tests | Low-Code Application Development | Best practices for designing Pega unit tests |
| Detecting duplicate cases | Case Management | Configuring the Search Duplicate Cases tool in Pega Platform |
| Digital Messaging Channels and Authentication | Conversational Channels | Authenticate the identity of a customer being serviced via a digital messaging channel. |
| Documents and attachments - Ingesting docs, extracting data, and populating cases | Data Integration | Learn more about how to handle documents and attachments, and how to extract their data into your cases |
| Edit Queue processors and Agents to set up a system | Low-Code Application Development | Editing queue processors and agents to optimize setting up a system |
| Editing file listener vs queuing | Data integration | Best practices for modifying the external system data intake process by editing the file listener and queuing |
| Establish parent-child relationships on case types at run time | Case Management | Use case for establishing parent-child relationships on case types at run time |
| External Data Validation | Data Integration | Using external data in a Pega application |
| Handling spacing in sections created using design templates | User Interface | Limiting unnecessary empty space in sections that are based on design templates |
| Identify Case Types | Case Management | Identifying the case types for an application. |
| Importing external certificates into a Pega Keystore | Security | how to import external certificates into a Pega Keystore |
| Improving the user experience of chatbots | Conversational Channels | Advanced Configuration for Intelligent Virtual Assistants |
| Integrating Google Cloud Vision | Data Integration | Integrating Google Cloud Vision into Pega using native Data Pages, Connect-REST, and declarative properties |
| Integrating PowerBI and QlikView reports | User Interface | Embedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard |
| Integrating unit tests into build tools and Jenkins | DevOps | Guidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins |
| Large-scale batch processing | System Administration | Guidelines for successful batch processing |
| Managing priority or urgency | Case Management | Use urgency to standardize how case workers resolve cases. |
| Microjourneys, personas, and data | Low-Code Application Development | Defining Microjourneys, personas, and data in terms of best practices for successful case design |
| Minimizing a modal window built on the OOTB template | User Interface | Add an option to minimize a modal window |
| Optimize an application's performance | Low-Code Application Development | Testing and tuning an application during its application lifecycle to optimize performance. |
| PGP Option Map | Public Sector | Driving UI with Local Data |
| Pega Infinity Development Best Practices | Generic | Guidelines for Pega Platform developers to create efficient, sustainable, and guardrail-compliant applications |
| Pega Infinity deployment guidance | Generic | Best practices for Pega Infinity deployments |
| Persona-specific portal configuration | User Experience | Configure portal access by personas and permissions |
| Preventing circular dependency references in a hierarchical tree | Validations | Performing validation to optimize hierarchical tree set up |
| Reopening a case | Case Management | Reopening a case after it has been marked as Resolved |
| Seamless experience across Digital Messaging channels | Conversational Channels | Achieve a seamless experience across Digital Messaging channels by following guidelines and performing several configuration steps in your system. |
| Securing persona-based access | Security | Best practices to follow when setting up an application and allowing certain personas to access certain information. |
| Styling a Search box | User Experience | Style a search box to look like standard search boxes |
| Surfacing Dev Studio in App Studio | Low-Code Application Development | Using Dev Studio to develop application functionality in App Studio |
| Troubleshooting NLP | Customer Service | Troubleshooting NLP issues - so that customers can self service NLP issues before reaching GCS. |
| Unifying ID across all case types | Case Management | Unifying ID across all case types |
| Using email bots for Natural Language Processing and Machine Learning | Conversational Channels | Using Natural Language Processing and Machine Learning to optimize email bots |
| Using participants in cases | Case Management | How to use participants (parties) in cases effectively in Pega Platform from 8.x |
| Using special operators in ABAC READ policy conditions | DevOps | Performance remediation options for ABAC READ policy conditions that use special operators. |
| Using the Pega API (DX API) | User Experience | Guidelines for developing an application interface |
| Using third-party testing tools with your Pega application | DevOps | An overview of the testing tools that can be used with your Pega application |
| When to use a dynamic case | Case Management | Deciding when to use a dynamic case |
| When to use a sub-case | Case Management | When to use a sub-case to assist with processing work |
| When to use sub-processes | Case Management | Deciding when to use a sub-process |
