| Platform Patterns | Capability/Industry Area | Description |
|---|
| Accessing Dev Studio features in App Studio | Low-Code Application Development | Using Dev Studio to develop application functionality in App Studio |
| Applying validations to ensure data integrity | Low-Code Application Development | Applying various types of validations in an application |
| Attaching content to a case | Case Management | Setup and use of attachments in a case |
| Authenticating the identity of a user through digital messaging channels | Conversational Channels | Authenticate the identity of a customer being serviced via a digital messaging channel. |
| Authenticating users to interact with web chatbots | Conversational Channels | Authentication in Intelligent Virtual Assistant for Web Chatbot |
| Building UI with DX API compliance | User Experience | Best practices for developing an application interface |
| Building for change by using App Studio | Case Management | Building applications using App Studio using configuration rather than customization |
| Building great dashboards | Operational Dashboards and Reporting | This document describes best practices for creating dashboards. |
| 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 lists with local and external data | Data Integration | Configuring lists with local and external data |
| Configuring persona-specific portals | User Experience | Configure portal access by personas and permissions |
| Controlling who has access to an application and its data | Security | Defining the authorization model. |
| 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 |
| Customizing the brand and theme of an application | User Experience | How to customize an application using low code tools App Studio |
| 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 by using the Wait shape | Case Management | Guidelines for successful definition of case dependencies at run time |
| Defining case views specific to case types | Case Management | Best practices for defining case views specific to case types |
| Defining microjourneys, personas, and data | Low-Code Application Development | Defining Microjourneys, personas, and data in terms of best practices for successful case design |
| Defining the age of a work item using pyAgeFromDate | Case Management | Defining the correct value for the pyAgeFromDate property |
| Deploying a Public Facing Application | Security | Deploying a public facing application |
| Designing Pega unit tests | Low-Code Application Development | Best practices for designing Pega unit tests |
| Dividing work with child case types | Case Management | When to use a sub-case to assist with processing work |
| Ensuring data integrity for externally sourced data | Data Integration | Using external data in a Pega application |
| Establishing parent-child relationships of cases at run time | Case Management | Use case for establishing parent-child relationships on case types at run time |
| Extracting data from documents and attachments into a case | Data Integration | Learn more about how to handle documents and attachments, and how to extract their data into your cases |
| Identifying case types | Case Management | Identifying the case types for an application. |
| 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 Pega unit tests and scenario tests into build tools and pipelines | DevOps | Guidelines on integrating Pega unit tests and scenario tests into build tools and Jenkins |
| Integrating PowerBI and QlikView reports | User Interface | Emedding external web-based BI/analytic tools such as PowerBI and QlikView into a user's dashboard |
| Integrating with external systems using REST APIs | Data Integration | Guidelines on building Service REST APIs |
| Modifying the intake process for external data | Data integration | Best practices for modifying the external system data intake process by editing the file listener and queuing |
| Optimizing an application's performance | Low-Code Application Development | Testing and tuning an application during its application lifecycle to optimize performance. |
| Planning for sending and receiving emails at scale | Data Integration | Considerations when planning to send and receive email on a large scale |
| 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 |
| Resolving work with ad hoc cases | Case Management | Deciding when to use a dynamic case |
| Reusing resources with subprocesses | Case Management | Deciding when to use a sub-process |
| Securing application access to specific personas | Security | Best practices to follow when setting up an application and allowing certain personas to access certain information. |
| Setting up a system using queue proessors and agents | Low-Code Application Development | Editing queue processors and agents to optimize setting up a system |
| Styling a Search Box with magnifying glass icon from a text box | User Experience | Style a search box to look like standard search boxes |
| Unifying ID across all case types | Case Management | Unifying ID across all case types |
| Updating login and error screens to match the context of your application | User Experience | Updating login and error screens to match the context of your application |
| Using background processes to achieve consistent outcomes at scale | System Administration | Guidelines for successful batch processing |
| Using email bots for Natural Language Processing and Machine Learning | Conversational Channels | Using Natural Language Processing and Machine Learning to optimize email bots |
| Using personas as representations of users in application design and development | Low-Code Application Development | Developing personas |
| Using priority and urgency to standardize how cases are resolved | Case Management | Use urgency to standardize how case workers resolve cases. |
| 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 |
