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Pega_Notes_with_Examples

The document provides an overview of key concepts in Pega, including Activities, Clipboard, Tracer, and PZINSKEY, along with their definitions, purposes, and examples. It explains how these elements function in automating processes, managing data, and debugging applications. Additionally, it highlights common methods used in activities and differentiates between the Clipboard and Tracer in terms of their roles during case processing.

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SRAVAN KUMAR
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11 views

Pega_Notes_with_Examples

The document provides an overview of key concepts in Pega, including Activities, Clipboard, Tracer, and PZINSKEY, along with their definitions, purposes, and examples. It explains how these elements function in automating processes, managing data, and debugging applications. Additionally, it highlights common methods used in activities and differentiates between the Clipboard and Tracer in terms of their roles during case processing.

Uploaded by

SRAVAN KUMAR
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Pega Notes Document with Examples

1. Activity in Pega
Definition: A rule that defines a sequence of steps or instructions to automate backend
processing.
Purpose: Used for data manipulation, integration, and task automation.
Examples:
- Fetch customer details from the database and display them on a screen.
- Use Obj-Open to retrieve a specific order using an order ID.

2. Clipboard in Pega
Definition: A temporary memory structure that stores data during case processing.
Function: Contains pages that hold case-related data.
Behavior:
- Data is loaded into the clipboard when the case is active.
- Data is removed after the case is closed, but updates are committed to the database.
Example:
- During a customer inquiry, the customer's name and account details are stored on a
clipboard page. After the case ends, this data is removed but saved to the database.

3. Tracer in Pega
Definition: A debugging tool used to trace and analyze the execution of processes and rules.
Features:
- Identifies errors and performance issues.
- Tracks the order of rule execution.
- Displays parameters passed during execution.
Example:
- While testing an order submission flow, Tracer can show that a data transform failed to
populate order details due to a missing property.

4. PZINSKEY
Definition: A unique identifier or primary key for each row in the Pega database.
Structure: Encodes class, ruleset, version, and other metadata.
Purpose: Helps uniquely identify and retrieve records efficiently.
Example:
- PZINSKEY: RULE-OBJ-REPORT-DEFINITION CATALOG 01-01-01. This identifies a report
definition rule in the "Catalog" ruleset, version 01-01-01.

5. Common Methods in Activities


- Obj-Browse: Retrieves multiple records from a database.
Example: Fetch all open orders for a customer.
- Obj-Open: Opens a specific record.
Example: Open the details of an order using an order ID.
- Obj-Open-By-Handle: Opens a record using its unique PZINSKEY.
Example: Retrieve a specific report rule using its PZINSKEY.
- Obj-Save: Saves changes to a record.
Example: Update a customer's address and save it to the database.
- Obj-Delete: Deletes a record.
Example: Remove a canceled order from the database.

6. Live UI and Clipboard


Live UI:
- A tool to inspect and edit UI elements at runtime.
- Simplifies debugging UI issues.
Example: Use Live UI to identify why a button is not visible on a screen.
Clipboard:
- Stores data dynamically during case processing.
Example: Track customer information in the "pyWorkPage" during case progression.

7. Rules in Pega
Definition: Building blocks for application logic.
Types: Activity, Data Transform, When Rule, Flow Action, etc.
Examples:
- Data Transform: Automatically map data from one page to another.
- When Rule: Define a condition to show a discount if the purchase value exceeds $100.
- Flow Action: Enable a user to submit an application form.

8. Example Scenarios
Clipboard vs Tracer: Clipboard acts as temporary memory during case processing, while
Tracer is for debugging and monitoring rule execution.
Example: Tracer shows an activity failed due to an invalid property, which can be verified
on the clipboard.
Activity Usage: Activities automate processes like fetching and saving data using predefined
methods.
Example: Use an activity to check product availability and update stock in real time.

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