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Showing posts from March, 2021

Generate a PDF using Eform feature and attach it to the Pega V851 case

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The  EForm  feature supports applications that work with PDF files and help to parse the Data. The  Pega  Platform can also merge data from the clipboard into a PDF form, generating a new PDF document.  EForm  file rules hold uploaded PDF form files that are used as templates when generating new PDF documents.  eForm file rules hold uploaded PDF form files that are used as templates when generating new PDF documents. Their corresponding eForm map rules ( Rule-Map-eForm  rule type) specify the relationship between the form fields in the PDF form and properties in your application. Steps to use this feature and attach a generated PDF to the case: 1) There are 2 ways to upload the PDF form in Pega by using      a) PDF for Eform Wizard from Dev Studio -> Configuration -> Integration -> Tools     b) EForm File from Dev Studio -> Records -> Integration-Mapping (I have selected this option) For either of these opti...

Implementation of DWA with a security check and the signature control using a standard flow in V851

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Directed Web Access (DWA) allows anyone accessing the internet, an intranet, or email to process an assignment, either on a one-time or infrequent, as-needed basis. This feature extends the scope and reach of the application to employees throughout the enterprise, trusted customers and suppliers, and anyone else want to obtain information from. Assignments define the parts of processing of a work item that requires human judgment, expertise, and data entry that are often completed by trained users of the application. Assignments sent to such outside parties are known as "external assignments". They improve accountability, eliminate telephone calls, prevent the need for rework caused by answers from outsiders that do not pass edits, and give visibility to the responsiveness of these outside parties. To send the external assignment to someone, the application includes a specially formatted URL within the text of an email. When the email recipient clicks this URL, a web browser...

Easy to create and run a simple Spring Boot application from the browser using Spring Boot CLI & Maven Opensource tools

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Last week I was spending sometime on how to work on Spring Boot framework and Maven.  The main goal of the Spring Boot framework is to reduce overall development time and increase efficiency by having a default setup for unit and integration tests. The Spring Framework is an application framework and inversion of control container for the Java platform. The framework's core features can be used by any Java application, but there are extensions for building web applications on top of the Java EE platform.  The Spring Boot CLI is a command line tool that you can use if you want to quickly develop a Spring application. It lets you run Groovy scripts, which means that you have a familiar Java-like syntax without so much boilerplate code. You can also bootstrap a new project or write your own command for it. Maven is a build automation tool used primarily for Java projects. Maven can also be used to build and manage projects written in C#, Ruby, Scala, and other languages. The M...

Upload a CSV file into Pega PE V851 and capture the data from it to the UI screen

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Today I have done a simple exercise on how we can capture the CSV file data on to Pega UI screen after uploading the records on the Clipboard using OOTB activity rule.  Here is the simple screen on how I brought the CSV data. The customer specific CSV file contains 3 rows and 3 cols of data and the col headers must match with the properties defined in Pega. In my case, the properties are created with names: CustID, CustName and CustAddress and the details of these properties are shown below. To upload the file, I have used OOTB control:FilePath and set the property:pyFileName under pyWorkPage. For this controlr, we need to check the checkbox "SetEncodingNow". Created a simple section rule with 1 column Template and it allows us to choose the file to upload and show the data in a Table like below. Now it is the time to build the logic after clicking the Upload button. Called a simple activity with Refresh Section in the Click event. This activity has 2 simple steps and the sna...