| Platform Patterns | Capability/Industry Area | Description |
|---|
| Access reference data at real time | Data Integration | Access reference data at real time |
| Accessibility - Accessible navigation patterns with RDLs | User Experience | Describes navigation patterns for creating accessible Repeating Dynamic Layouts. |
| Accessibility - Configuring semantic heading levels | User Experience | A guide to creating and using semantic heading levels in the User Interface |
| Accessible helper text options | User Experience | Recommendation of accessible helper text options |
| Accessing website data when using Pega Intelligent Virtual Assistant (IVA) for Web Messaging | Conversational Channels | Learn how to access website data such as general information, tags, and cookies, when using Pega Intelligent Virtual Assistant (IVA) for Web Messaging |
| Application modularization, encapsulation, and naming for better reuse and maintenance | Enterprise Application Development | Best practices for creating modular applications that are easy to maintain |
| Apply validations to ensure data integrity | Low-Code App Development | 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 configuring case types - workflow, data model, and UI | Low-Code App Development | This document describes best practices for defining and configuring case types of your application so that they are configured to take full advantage of the Pega Cosmos design system. |
| 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 App Development | Developing personas |
| Best practices for non-functional aspects of the end-user experience | Enterprise 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 great dashboards | Reporting | This document describes best practices for creating dashboards. |
| Calling Deployment Manager APIs from a REST client | DevOps | Invoking Deployment Manager APIs |
| 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 |
| Chatbot Engine extensions | Conversational Channels | A list of Pega Chatbot engine extension points which you can use to customize the conversational channels behavior. |
| 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 |
| Clipboard management in Pega Infinity | System Administration | Clipboard management in Pega Infinity |
| Co-existence | Case Management | Publishing case types from an older version of Pega Platform to an application on the newer version of Pega Platform |
| Configuration sets | Low-Code App Development | Leveraging configuration sets for easy, upgradable application configuration |
| Configuring Asynchronous Processing | System Administration | Options available for implementing parallel processing for better user-experience and increased throughput |
| Configuring Dynamic System Settings | System Administration | Guidelines for configuring dynamic system settings |
| 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 |
| Controlling public peering access to Pega Cloud with BGP | Pega Cloud | Guidance and best practices on using Border Gateway Protocol (BGP) to optimize public peering access to Pega Cloud. |
| Creating authentication registration for external users | Security | Best practices for creating authentication registration for external users |
| Creating case stages | Case Management | When to create case stages |
| Custom guardrail warnings | Enterprise Application Development | Custom guardrail warning configuration, explanation and examples |
| Data Access Security Event Monitoring | Security | Advice for monitoring and interpreting data access security events |
| Data Integrity - Patterns & Anti-Patterns | Enterprise Application Development | Salient Do's & Don'ts for maintaining data integrity |
| Debugging and validating offline-enabled apps with the JavaScript console | Mobile | Debugging and validations for offline-enabled apps with the JavaScript console. Using validation tools helps you to detect of usage unsupported components in Offline. |
| Define Authorization Model | Security | Defining the authorization model. |
| Defining Pega scenario tests | DevOps | Best practices for defining scenario tests |
| Defining case dependencies at run time | Case Management | Guidelines for successful definition of case dependencies at run time |
| Defining case statuses | Case Management | Defining case statuses |
| Design pattern for integration data mapping | Data Integration | This article explains a unique design pattern for data mapping by comparing it with traditional approach |
| Design patterns for Integration Designer using App Studio | Data Integration | Design patterns for Integration Designer using App Studio |
| Designing Pega unit tests | Low-Code App Development | Best practices for designing Pega unit tests |
| Detecting duplicate cases | Case Management | Configuring the Search Duplicate Cases tool in Pega Platform |
| 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 App 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 |
| Electronic signatures | Data Integration | Covers integration with applications that support electronic signatures. |
| Ensuring compliance and upgradability by using best practices for application development | Low-Code App Development | Ensuring compliance and upgradability by using best practices for application development |
| 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 |
| Establishing a prescriptive Route to Live | Cloud Services | Establish a prescriptive Route to Live for your Pega applications deployed in Pega Cloud Services that are efficient, easily upgradable and that allow for continuous improvement. |
| Extensibility patterns | Enterprise Application Development | Patterns to designing an application for reuse and extension |
| External Data Validation | Data Integration | Using external data in a Pega application |
| Handling external assignments in Pega | Case Management | Configuring Directed Web Access and the anonymous user authentication as two methods for handling external assignments in Pega |
| High-throughput file processing | Low-Code App Development | Describes how to use file listeners to optimize high-volume data processing |
| 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 performance with bulk processing | Reporting | Best practices for improving reporting performance by using bulk processing. |
| 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 unit tests into build tools and Jenkins | DevOps | Guidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins |
| Interfacing with OData from the Pega Infinity Platform | Cloud Services | Interfacing with OData from the Pega Infinity Platform |
| 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. |
| Measuring customer satisfaction with questionnaires | Case Management | How to use questionnaires to measure and track customer satisfaction |
| Microjourneys, personas, and data | Low-Code App Development | Defining Microjourneys, personas, and data in terms of best practices for successful case design |
| OAuth 2.0 Security Event Monitoring | Security | Advice for monitoring and interpreting OAuth 2.0 security events |
| Offline validation tools - client store content | Mobile | Described tools give apps developer possibility to see the offline apps database content on the device. |
| Optimize an application's performance | Low-Code App Development | Testing and tuning an application during its application lifecycle to optimize performance. |
| Optimizing performance tuning data processing through retrieval and indexing | System Administration | Guidelines on retrieving and indexing application data for faster processing |
| PDF document generation patterns | Case Management | Methods of creating PDF files in Pega Platform |
| Pega Infinity Development Best Practices | Enterprise Application Development | Guidelines for Pega Platform developers to create efficient, sustainable, and guardrail-compliant applications |
| Pega Infinity deployment guidance | DevOps | Best practices for Pega Infinity deployments |
| Pega and Salesforce Integration | Data Integration | This guide is intended as a starting point or help if you need to use or update data from a Salesforce environment, focused mainly on Salesforce REST API. |
| Performance checklist | System Administration | A performance checklist to make performant solutions by using Pega Platform |
| Performing search on an embedded page list | Reporting | Learn how to effectively search on an embedded page lists. |
| Preventing circular dependency references in a hierarchical tree | Decision Management | Performing validation to optimize hierarchical tree set up |
| Process AI example application | Decision Management | Process AI example application |
| Propagating schema changes to child tables | System Administration | Schema changes in the base tables can be propagated to cloned tables in implementation layers to leverage the enhancements done in the Industry/CRM/framework applications. This article covers different options available in Pega Platform to propagate schema changes from parent tables to child tables. Also, it provides some insights on when to use which option. |
| 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 a public facing application | Security | Securing a public facing application |
| Securing persona-based access | Security | Best practices to follow when setting up an application and allowing certain personas to access certain information. |
| Security Administration Security Event Monitoring | Security | Advice for monitoring and interpreting security administration events |
| Strategies for integrating Deployment Manager with Jenkins pipelines | DevOps | Strategies for integrating Deployment Manager with Jenkins |
| Surfacing Dev Studio in App Studio | Low-Code App Development | Using Dev Studio to develop application functionality in App Studio |
| Theme Cosmos - Building UI with DX API compliance | User Experience | Best practices for developing an application interface |
| Theme Cosmos - Customizing login and error screens | User Experience | Updating login and error screens to match the context of your application |
| Theme Cosmos - Customizing section-based portals in App Studio | User Experience | Patterns for configuring Theme Cosmos portals in a section-based application. |
| Theme Cosmos - Design templates: customization and optimization with helper classes | User Experience | Customization guidelines for design templates with the use of CSS helper classes |
| Theme Cosmos - Handling spacing in sections created using design templates | User Experience | Limiting unnecessary empty space in sections that are based on design templates |
| Theme Cosmos - Integrating PowerBI and QlikView reports | User Experience | Embedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard |
| Theme Cosmos - Minimizing a modal window built on the OOTB template | User Experience | Add an option to minimize a modal window |
| Theme Cosmos - Persona-specific portal configuration | User Experience | Configure portal access by personas and permissions |
| Theme Cosmos - The Utility Panel | User Experience | A description and customization of utilities in Theme Cosmos applications |
| Theme Cosmos - Using the Pega API (DX API) | User Experience | Guidelines for developing an application interface |
| Theme UI-Kit - Configuring advanced settings for hierarchical tables | User Experience | Guidelines for setting up advanced capabilities for hierarchical tables |
| Theme UI-Kit - Customizing an application with App Studio | User Experience | How to customize an application using low code tools App Studio |
| Theme UI-Kit - Skin: overview and best practices | User Experience | Description of the skin rule and related best practices |
| Theme UI-Kit-Styling a Search box | User Experience | Style a search box to look like standard search boxes |
| Troubleshooting NLP | Conversational Channels | 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 AWS Privatelink to connect enterprise resources to Pega Cloud | Pega Cloud | Guidance and best practices on using AWS Privatelink to connect your enterprise resources to Pega Cloud |
| Using a Google AI model in Pega | Decision Management | Using a model built in Google AI platform in Pega |
| Using email bots for natural language processing and machine learning | Conversational Channels | Using natural language processing and machine learning to optimize email bots |
| Using optimized and non-optimized tables | User Experience | Using optimized and non-optimized tables |
| Using participants in cases | Case Management | How to use participants (parties) in cases effectively in Pega Platform from 8.x |
| Using reporting efficiently | Reporting | Instructions on using reporting efficiently |
| Using special operators in ABAC READ policy conditions | DevOps | Performance remediation options for ABAC READ policy conditions that use special operators. |
| 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 |
