Difference between authentication and authorization in pega

Authentication and authorization in pega

Authentication

Identity confirmation of the user and to verify if the user is allowed to access the application. Below three rules allow authentication of a user.

How to read excel file in pega

Parse excel in pega?

If we want to upload multiple operators and create operators/access groups and load data instances which are in the spreadsheet (excel sheet), we can do this in pega and pega can parse excel file. Uses OOTB (Out of the box) activity to parse it and give output as List results where we can loop through the results and perform our own logic.

Here, Just uploading an excel file and parsing it to create operators. Need a portal where we can upload an excel file that is there on the machine.

Relevant records in Pega

Marking a rule as the relevant record for re-usability by developers or automatically by Pega in developer studio to reduce the development time and to improve application quality. 

Relevant records is not a rule and is a concept in pega.

Data propagation in pega (Case Management)

What is data propagation in pega?

Propagating data (mapping some important/required properties) from parent case to child case and child case to parent case. It can save time, properties will be available to complete case type easily and fast.

Parent case to child case data propagation

Declare trigger and OnChange in pega

OnChange

Declare OnChange rules to run an activity automatically at activity step boundaries when the value of specified property changes. This capability provides a form of automatic forward chaining.

OnChange activity to be executed automatically by a Declare OnChange rule, such activities must not use any methods that directly change the properties or the database.

 How to write a java code in an activity? 

Just by using an API “java” in the method tab.

Eg. If we want to access a clipboard property then the java code will be like,

Tools.findPage(“pageName”).getString(“.PropertyName”);

note:

Pega guardrail is to limit custom java in all possible situations.

Get a full understanding of ACTIVITY

What is a step page what role does it play in an activity?

What is a step page what role does it play in an activity?

Step Page in activity

Each step in an activity may have a designated step page. When creating or updating an activity, the developer identifies an existing or new clipboard page for the method (or instruction) in that step to act on, in a column of the tab labeled Step Page.

Routing activities in pega

All these are defined in Work- class and all these are "Route" type Activities.

ToCreateOperator 

Route the assignment to the user who entered the work object.

  ToWorkbasket 

Routes the assignment to a workbasket identified in a parameter.