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Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Out-of-the-box configurations
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Module
Out-of-the-box configurations
7 Topics
49 mins
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Robotic System Architects find that clients typically request similar user tasks and processes to develop on projects — for example, automatically...
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
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Module
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
2 Topics
20 mins
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Modellieren Sie die Genehmigungsverarbeitung unter Berücksichtigung einer Berichtshierarchie. So können Sie ein Modell der Genehmigungen durch das...
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating a child Case
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Module
Creating a child Case
1 Topic
15 mins
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Creating a Rule
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Module
Creating a Rule
5 Topics
45 mins
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Pega Platform™ generates application code in the background by using Rules that describe how the application functions. In App Studio, Rules are...
Creating a data relationship
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Module
Creating a data relationship
2 Topics
30 mins
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Create data objects to model the attributes of an entity and establish a common context for a group of fields. Create a data relationship in a Case...
Creating a case from email
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Module
Creating a case from email
2 Topics
20 mins
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Pega Email Bot™ can improve email response by starting a service case based on the content of a customer email.
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Creating Customer Service data sources
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Module
Creating Customer Service data sources
1 Topic
10 mins
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You use Customer Service data sources to add external data objects into the Pega Customer Service™ application. Within data sources, you can specify...