Pega Fast Start Guide

White Paper
PegaRULES Process Commander

Fast Start Guide
Version 6.2 SP2
Copyright 2013
Pegasystems Inc., Cambridge, MA
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PegaRULES Process Commander
Document: Fast Start Guide
Software Version: 6.2 SP2
Updated: January 23, 2013
Contents
Chapter 1: Overview .................................................................................... 6
Business Process Management ................................................................................................. 6
Structure of This Document ...................................................................................................... 7
Knowledgebase and Community .............................................................................................. 8
Prerequisites ................................................................................................................................. 8
Chapter 2: Using the Application ............................................................ 9

Creating a Purchase Order ......................................................................................................... 9
Adding Items to Your Purchase Order .............................................................................. 13
Approving the Purchase Order Request ................................................................................ 19
Chapter 3: Improving the Application ................................................. 22

Changing the Purchase Order Request Process .................................................................. 24
Defining a New Decision Table Rule .................................................................................. 35
Editing the Flow ..................................................................................................................... 42
Test Your Process Changes ................................................................................................. 49
Chapter 4: Updating the User Interface ............................................. 50

Building a New Flow Action rule ............................................................................................. 50
Building a Section rule .............................................................................................................. 52
Adding a Section rule to a Flow Action ............................................................................. 59
Editing the Flow .......................................................................................................................... 60
Inspecting Declarative Rules .............................................................................................. 62
Using the Declarative Rules Inspector .............................................................................. 63
Chapter 5: Reviewing Your Application .............................................. 65

Developing Applications by Changing Rules ........................................................................ 65
Technology Under the Covers ................................................................................................. 65
Chapter 6: Documenting Your Application ........................................ 67

Documenting the ASupply Application .................................................................................. 67
Appendix A: Application Document for ASupply ............................. 70

Application Overview................................................................................................................. 75
Description .............................................................................................................................. 75
Business Objectives .............................................................................................................. 75
Actors ....................................................................................................................................... 75
Case Type Definitions ........................................................................................................... 75
Fast Start Guide
Work Types ............................................................................................................................. 75

Supporting Types .................................................................................................................. 75
RuleSets .................................................................................................................................. 75
Requirements ......................................................................................................................... 76
PurchaseOrder ............................................................................................................................ 76
Purchase Order - Flow .......................................................................................................... 76
Primary Path ...................................................................................................................... 77
Alternate Path 1 ................................................................................................................ 83
Alternate Path 2 ................................................................................................................ 84
Alternate Path 3 ................................................................................................................ 85
Other Specifications referenced in the application (outside of a Process) ............... 86
ApproveOrder - Specification ......................................................................................... 86
ConfirmOrder - Specification ......................................................................................... 86
EnterDeptInformation - Specification .......................................................................... 86
EnterItemInformation - Specification .......................................................................... 87
PurchaseOrder - Specification ....................................................................................... 87
RejectOrder - Specification ............................................................................................ 87
Entity Relationship Diagram ............................................................................................... 88
Properties Referenced .......................................................................................................... 88
Common....................................................................................................................................... 89
Security ........................................................................................................................................ 89
Navigation ................................................................................................................................... 89
DataManagement ....................................................................................................................... 89
SysAdmin ..................................................................................................................................... 89
Requirements Matrix ........................................................................................................................... 90
Reports ......................................................................................................................................... 90
List Views ................................................................................................................................ 90
Summary Views ..................................................................................................................... 90
Report Definitions.................................................................................................................. 90
Correspondence ................................................................................................................................. 90
Acknowledgement .......................................................................................................................... 90
Integration .................................................................................................................................. 91
Services ................................................................................................................................... 91
Connectors .............................................................................................................................. 91
Fast Start Guide
Decisions ...................................................................................................................................... 91
Tables....................................................................................................................................... 91
VPApproveOrder ............................................................................................................... 91
Trees ........................................................................................................................................ 92
Manager Review................................................................................................................ 92
Map Values.............................................................................................................................. 92
Whens ...................................................................................................................................... 92
ItemPrice ............................................................................................................................ 92
Security ............................................................................................................................................ 92
SLAs ................................................................................................................................................ 93
Activities ........................................................................................................................................... 93
Properties ......................................................................................................................................... 93
Declaratives ................................................................................................................................ 94
Expressions ............................................................................................................................. 94
.LineItemTotal ................................................................................................................... 94
.OrderTotal ......................................................................................................................... 94
Triggers ................................................................................................................................... 95
OnChange ............................................................................................................................... 95
Constraints.............................................................................................................................. 95
Specifications Matrix............................................................................................................................ 95
Appendix B: The Designer Studio Toolbar and Tab Bar ................ 96

Toolbar Buttons and Functions ............................................................................................... 96
Tab Bar Button and Functions................................................................................................. 98
Appendix C: Workstation Setup............................................................ 99

Internet Explorer Settings ....................................................................................................... 99
Temporary Internet Files Settings ..................................................................................... 99
Downloaded Program Files .................................................................................................. 99
Other Security Settings...................................................................................................... 100
Performance Tips and Keyboard Shortcuts ........................................................................ 101
Appendix D: Installing the ASupply Application ........................... 102

Installing the ASupply Application .............................................................................. 102
Appendix E: Contacting Pegasystems ............................................... 106

Education Services .................................................................................................................. 106
Documentation Feedback ....................................................................................................... 106
Fast Start Guide
Chapter 1: Overview
Welcome to the Fast Start Guide. This book introduces PegaRULES Process
Commander (PRPC) and provides hands-on instructions for modifying an application
built on PRPC. It also introduces terms and skills for application developers.
The hands-on tasks involve working with a small application called ASupply. The
application allows employees of ASupply to submit purchase order requests using their
Web browser and it automates the process of entering, routing, and approving
purchase orders.
The ASupply application is intentionally incomplete and simplified. Your assignment is
to make changes and enhancements to it. The tasks presented in this book show you
how to extend the application by adding and modifying rules to meet the needs of
ASupply. By following these exercises, you will learn to:
Navigate within the Designer Studio.
Change the rules to reflect new steps in a business process.
Create rules that enhance the application user interface and behavior.
Produce a Microsoft Word document that describes the application and lists its files,
functions, and features.
You make the modifications on your PRPC system in a RuleSet designated for
development. This book takes you step-by-step through each modification.
Business Process Management

According to the Business Process Management Group (at www.bpmg.org), Business
Process Management (BPM) is the organizational activity "that incorporates: Planning,
Designing, Building, Operating, Maintaining, and Improving the business processes
and their enabling capabilities forever and for everyone. Business processes are
capabilities, as important as facilities, people, and technology. Like all assets they
must be managed from inception to retirement.
PRPC supports Business Process Management through rules for processes,
assignments, routing, decisions, and automated processing. PRPC applications provide
process management and automation through six functional capabilities, informally
known as the Six R's:
Receiving Accepting and capturing the essential data describing work from multiple
sources, including keyboards, scanners, and external systems, in a wide range of
media and formats.
Routing Using characteristics of the work together with knowledge about the
workforce to make intelligent matches and assignments.
Reporting Providing real-time visibility of work in progress, work completed,

productivity, bottlenecks, and quality.
Fast Start Guide
Responding Communicating status, requests for information, and progress to the

work originator and to other people involved in the work, by e-mail, fax, written mail,
and other means.
Researching Accessing external systems and databases through connectors to

support analysis and decision-making.
Resolving Completing the work and updating downstream systems promptly

through automated processing and automated support of users.
PRPC is the only BPM solution that automates both the business rules and the business
processes that drive work to completion.
Additionally, PRPC employs a sophisticated common object model to deliver the power
of process and practice integration. This integration is achieved without the expense
and resources associated with maintaining separate business process and rules
databases, user interfaces, test environments, and production environments.
Structure of This Document

This book includes the following chapters and appendices:
Chapter 2 describes how to use the ASupply application.
Chapter 3 describes how to improve the application by changing the purchase order
request process.
Chapter 4 describes how to update the user interface.
Chapter 5 reviews all tasks you completed in the previous chapters.
Chapter 6 describes how to document your application using PRPC.
Appendix A provides the ASupply application documentation.
Appendix B provides a description of the icons and buttons found on the Designer
Studio toolbar and tab bar.
Appendix C provides additional information that might be useful when setting up your
workstation.
Appendix D describes how to install the ASupply application.
Appendix E describes how to contact Pegasystems for education services and

documentation feedback.
Tip: Print Appendix B and have it available as you go through this book to help you learn about
the toolbar and tab bar buttons.
Fast Start Guide
Knowledgebase and Community

The Pega Developer Network (PDN), located at http:/pdn.pega.com, is the primary
technical resource area for the PRPC community. The PDN contains a broad range of
technical articles including troubleshooting and how-to information, as well as a
comprehensive and searchable knowledgebase to help speed application development.
Prerequisites
To follow the steps in the hands-on exercises in this book, you need:
Access to a PRPC Version 6.2 SP2 system. This specific software version is required
to accommodate the ASupply application that is used in the hands-on exercises. The
installed Pega-ProcessCommander RuleSet version should not be lower than
06-02-20.
Typically, the system administrator for your organization provides access to the
organizations installed PRPC system. The process for obtaining access is determined
by your organization. Contact your system administrator to obtain the appropriate
access and for assistance in verifying the version of the installed PRPC RuleSet.
The URL for logging into PRPC. The URL is usually obtained from your organizations
system administrator. It is typically in the format:
http://<hostname>:<port>/prweb/PRServlet, where <hostname> is the
system on which PRPC is installed and <port> is the assigned port. The URL is case
sensitive.
The ASupply application. To install the application, follow the steps in Appendix D. If
your organization has policies on who can install applications in PRPC, contact your
organizations system administrator for assistance.
Intel-based dual-core processor with at least 4GB of free RAM running a 32-bit or 64bit version of Microsoft Windows 7 or Vista.
Microsoft Word 2002 or later (required to produce the Application document).
Microsoft Internet Explorer (IE) version 7, 8, or 9 with current Microsoft security

patches. All pop-up blockers, such as those provided by Yahoo! or Google toolbars,
must be disabled.
Appendix C describes Internet Explorer settings appropriate for using PRPC.
Fast Start Guide
Chap
pter 2: Using
g the Applic
A
cation
This chapter shows you how to use the app
plication and
d experiencce it from the worker
and man
nager points
s of view by:
Cre
eating a purchase order requ
uest.
Ap
pproving the pu
urchase order request.
r
In Chaptters 3 and 4,
4 you assum
me the role of a designe
er and you cchange the business
process, appearance
e, and functtions supporrted by the application.
Creating a Pu
urchase
e Order
1. Open
n your brows
ser to the URL
U
for loggiing into PRP
PC. The PRP
PC login scre
een
appears (Figure 2-1).
Figure 2-1. PRPC Log

gin Screen
The UR
RL is usually obtained from your
y
organizations system ad
dministrator. It is typically in
n the
formatt: http://<ho
ostname>:<p
port>/prweb/
/PRServlet, w
where <hostna me> is the sys
stem on
which PRPC is installled and <port>
> is the assigne
ed port. The U RL is case sensitive.
2. Log into the systtem as Wor

rkUser@AC
CORP.com w
with the passsword pas
ssword to
ss the ASup
pply applicattion. The Ca
ase Worker p
portal appea
ars (Figure 2-3).
acces
Fast Start Guide
If pro
ompted with
h a Windows
s Security warning,
w
clicck Install. ((Figure 2-2 shows an
exam
mple.) This might
m
occur a few more
e times as W
Windows dow
wnloads eac
ch needed
ActiveX control.
Fiigure 2-2. ActtiveX Controll Warning
This portal layou

ut, for applic
cation users
s who are no
ot managerss, is known as the
Case Worker porrtal. It provides a stand
dard interfacce for userss to create, v
view, and
work
k on their ow
wn cases and
d assignments. The collors, fonts, a
and logo yo
ou see in
this layout are customized for
f ASupply.. PRPC prov
vides defaultts. You can build
applications usin
ng your com
mpanys stan
ndards and fformats.
3.
Click the
My Worklist ta
ab to view a list of outsstanding (no
ot complete)
assig
gnments rea
ady and waitting for the user to perfform (orderred by urgen
ncy). In
this example,
e
the worklist is
s empty, dis
splaying the
e message No items.
Fiigure 2-3. My
y Worklist
4. Selec
ct Purchase
e Order from the New selection bo
ox (Figure 2
2-4). A form
m labeled
Purch
hase Order appears
a
in the
t
portal header.
Fiigure 2- 4. Ne
ew Selection Box Purcha
ase Order
Fast Start Guide
10
5. In the Purchase Order form, select IT from the Department Name selection box.
In the Department Number field, type a number. Optionally, type a note in the
Note field (Figure 2-5).
Figure 2-5. New Purchase Order
6. Click Create at the bottom of the form. This action transmits your input to the
PRPC server and creates a work item according to the purchase order process
defined in this application. The system assigns a sequential identifier called the
work item ID to the work item. This ID is visible in the top bar of the user form
(circled in Figure 2-6). In this application, the work item IDs begin with the prefix
P- to identify purchase orders.
Figure 2-6. Purchase Order Request P-1

Fast Start Guide
11
7. Click the Close icon

i
tab displays.
d
8. On th
he
in the wo
ork item tab
b to close it. The
My Worklist
W
tab
b, click Refr
resh
My
y Worklist
The worklist
w
refrreshes and an
a assignme
ent row for this work ite
em appears
s on your
work
klist. Because additionall steps are needed
n
befo
ore your tassks with the work item
can be
b complete
ed, a row forr this assign
nment for ap
ppears in yo
our worklist. Figure 27 sho
ows a worklist containin
ng one assig
gnment row
w for the purrchase orderr.
Fiigure 2-7. Purchase Order

r in the Workllist
An Urgency value is a numb

ber between
n 0 and 100 that indicattes the impo
ortance
(priority) of com
mpleting and resolving the work asssignments. Here, the ASupply
application initially assigns an
a urgency of 10 to a n
new assignm
ment. As tim
me passes,
the urgency
u
incrreases, refle
ecting the prriority of com
mpleting the
e assignment.
Note: You can exit from the ASup

pply application
n at any time b
by clicking the Logoff link in the Work
User selection
s
box, located in the upper
u
left of th
he portal. Log o
off before closiing the browse
er window.
Do nott use the Interrnet Explorer Back
B
button when using PRPC
C. Instead, nav
vigate using the
e tabs and
button
ns within the po
ortal layout.
Fast Start Guide
12
Adding Items to Your Purchase Order

1. On your worklist, locate the purchase order you created. Double-click the ID to
reopen the purchase order form for additional processing. The Enter Item
Information section appears in the form (Figure 2-8).
Figure 2-8. Enter Item Information Section
2. In the Item Name column, select an item from the drop-down list. When an item
is selected, its price appears in the Price column.
3. Click in the Quantity field, enter a number for the quantity to be purchased, and
then press the Tab key. The total charge (price multiplied by quantity) appears for
that line item.
Note: Use the Tab key to advance from field to field. Do not use the Enter key, as pressing Enter
submits the form.
Fast Start Guide
13
4. Click the Add a row icon

to add an
nother row. Select anotther item an
nd enter its
quantity. If you want, you can
c
add additional rowss and more items. Figurre 2-9
show
ws an examp
ple.
Fiigure 2-9. Purchase Order

r Line Items
Note
e: If you make
e a mistake an
nd want to dele
ete an items ro
ow, click the ga
arbage can ico
on at the
right end of the row
w.
5. Click Submit to move to the next step in the purcchase order process (if necessary,
use the
t
right-hand scroll bar to bring th
he Submit button into view).
6. Afterr clicking Su
ubmit, the Confirm
C
Or
rder section
n appears in the form (n
note the
Confiirm Order la
abel circled in Figure 2-10).
Fast Start Guide
14
Fiigure 2-10. Confirm

C
Order
r
To se
ee where this point occu
urs within th
he overall p
process, click
k the Wherre Am I
at the top
icon
p of the tab. The You Are
A Here w indow opens and displa
ays the
proce
at the work
ess diagram
m (Figure 2-1
11). This is the path tha
k item follow
ws. The
shapes in this diagram are types
t
of building blockss in the PRP
PC representtation of
the business
b
pro
ocess. Comm
mon shapes are explain
ned in Chaptter 3.
Check marks appear next to
o those proc
cess steps t hat the worrk item has passed
throu
ugh and are complete. Following
F
th
he diagram ffrom the top downward
d, the work
urrent Operrator, Work User.
item was created
d, and then was assigned to the Cu
The first
f
Assignm
ment shape (green recttangle), labe
eled Enter I
Item Inforrmation,
corre
esponds to the
t
form where a user must
m
select items and tthe quantitie
es before
the work
w
item ca
an continue through the
e process. W
When you cllicked the S
Submit
butto
on, the work
k item move
ed to the next Assignme
ent shape, llabeled Con
nfirm
Orde
er. The arrow shape ind
dicates the current
c
step
p of the flow
w. The P-1 w
work item
is at the Confirm
m Order Assiignment.
Fast Start Guide
15
Figure 2-11. Location of Request

R
in Pr
rocess Flow
An
n Assignmen
nt shape (grreen rectang
gle) corresp
ponds to a h
human-base
ed step in
the flow. Assignments arre points in the
t
processs that are to be handled
d by a
pe
erson (to pro
ovide input or take other actions). Here, the C
Confirm Ord
der
As
ssignment shape is whe
ere a user co
onfirms the order and a
adds shippin
ng details
to the purchase order req
quest.
7. Click
to cllose the You

u Are Here
e window.
Fast Start Guide
16
8. Select the Add Shipping Information check box. The Shipping Information
fields appear in the form (Figure 2-12).
9. Type the shipping information for your purchase order. Use the Tab key to
advance from field to field. Do not use the Enter key, as that submits the
form.
Figure 2-12. Shipping Information
Fast Start Guide
17
10. Click Submit. The Confirrmation secttion appearss (Figure 2--13). The Sttatus is
Pe
ending-App
proval. The
e form indica
ates that th e work item
m has gone tto a
manager for approval.
a
An
n assignmen
nt for the ap
pproval requ
uest is place
ed on the
managers wo
orklist.
Figure 2-13. Pending-App

proval Status
s
In the ASupply Purchase Order proce

ess, the purrchase order request
au
utomatically routes to a manager fo
or approval when the o
order total is
s greater
than $100. (Y
You can test this by crea
ating a seco
ond purchasse order request with
a total
t
of $100 or less.)
11. Clo
ose the form
m by clicking
g the Close icon
in the wo
ork item tab
b. Then
click Logoff to log out off the portal (Figure 2-14
4).
Figure 2-14
4. Logoff
Fast Start Guide
18
Approving the Purchase Order Request

Managers or supervisors have access to all of the facilities available to application
users and more. In this sample application, managers have the ability to approve or
reject certain purchase orders.
1. Log into the system as Manager@ACORP.com with the password password to
access the ASupply application as a manager. The Case Manager portal appears
(Figure 2-16).
Managers use different portal tabs and tools than their staff members do. As you
are acting as a manager, you may be prompted with a Windows warning regarding
one or a few additional ActiveX controls. Click Install each time. Figure 2-15
shows an example.
Figure 2-15. ActiveX Control Warning
2. In the ACORP Work Group, click Manager. The managers worklist appears in the
work space on the right (Figure 2-16).
Figure 2-16. Managers Worklist
Fast Start Guide
19
3. Double-click the purchase orders work item ID to open it (Figure 2-17).
Figure 2-17. Open the Purchase Order
4. Click Submit to approve the purchase order request.
Figure 2-18. Approve Purchase Order
The ASupply application displays a confirmation form (Figure 2-19). The resolved
status indicates that the business process is complete.
Fast Start Guide
20
Fiigure 2-19. Resolved-Com

R
mpleted Status
s
Note
e: In this flow, after a manag
ger Approves (or Rejects) the
e purchase ord
der request, the
e work item
becom
mes resolved with
w
a status off Resolved-Com
mpleted (or Re
esolved-Rejecte
ed).
Other tabs and tools

t
in the Manager po
ortal allow m
managers orr supervisors to review
staff members worklists,
w
transfer work
k among sta
aff memberss, and review
w realtime reports abo
out progress
s, volume, backlogs,
b
an
nd trends.
5. Close
e the form by
b clicking th
he Close
icon in the
e work item tab. Then c
click
Logo
off to log ou
ut of the porrtal (Figure 2-20).
Fiigure 2-20. Lo
ogoff
Fast Start Guide
21
Chapter 3: Improving the Application

In this chapter, by working as a developer, you will extend the purchase order process
to require a second approval on some purchase orders. To make the application more
closely match ASupplys business practices, you will modify the process flow to require
a Vice Presidents (VP) approval for those purchase order requests that meet all of the
criteria for any row of the following table (Figure 3-1). At least one row must match
the criteria for the purchase order to go to the VP for approval.
Dept Name
Bill Customer
Order Total
IT
>$1,000
HR
>$500
Finance
No
Finance
Yes
>$200
Legal
Yes
Legal
No
>$200
>$200
IT
No
>$2,000
Figure 3-1. ASupply Purchase Order VP Approval Criteria
For example, according to the criteria table:

If
Then
The Department Name in the submitted
VP approval is required, regardless of the total
purchase order is set to Finance
amount of the order
And
The Bill Customer check box is unchecked
(clear)
However If
The Department Name is set to Finance
None of the rows contain criteria that are all met. In
The Bill Customer check box is checked
this case, no VP approval is required
The Order Total is $199.00
Fast Start Guide
22
When you complete the changes to the application to implement this policy, the
revised process diagram will look like Figure 3-2, with the added shapes shown within
the purple box.
Figure 3-2. Revised Process Diagram
Fast Start Guide
23
Changing the Purchase Order Request Process

Follow these steps to learn about the Designer Studio. The Designer Studio is the
portal in which application designers and developers perform their work.
1. Log into the system as Designer with the password password to access the
Designer Studio.
If prompted with a Windows Security warning, click Install. (Figure 3-3 shows an
example.) This might occur a few more times as Windows downloads each needed
ActiveX control.
Figure 3-3. ActiveX Control Warning
The Designer Studio opens (Figure 3-4). If the Application Explorer does not
display, click the arrow to select it from the list of Explorers.
Figure 3- 4. Designer Studio
The Application Explorer in the left panel provides quick access to this applications
rules. It presents a multi-level tree structure to browse for and perform operations
on rules. Rules are organized into PRPC rule categories.
For example, the ASupply application contains the PurchaseOrder class which
contains rules that belong to various rule type categories such as Process,
Decision, and User Interface (Figure 3-5).
Fast Start Guide
24
Fiigure 3-5. Pro

ocess Rule Ca
ategory in the
e Application Explorer
2. Open
n the PurchaseOrder flow
f
rule (Figure 3-6):
a. Click
C
the + ic
con to expand the Purc
chaseOrde r class and see the cate
egories it
co
ontains.
b. Click
C
the + ic
con to expand the
co
ontains.
Process
P
cate
egory to see
e the rule ty
ypes it
c. Click
C
the + ic
con to expand the Flow
w rule type. In the Application Explorer, a
preceding a name indicate
green arrow icon
es a starter flow rule, w
which
su
upports the creation of a new work
k item.
d. Click
C
Purch
haseOrder to open the
e flow rule.
Figure
F
3-6. Pu
urchaseOrder
r Flow Rule in
n Application Explorer
Fast Start Guide
25
The Flow rule

e form for th
he Purchase
eOrder proce
ess opens (Figure 3-7).
Figure 3-7. PurchaseOrd

der Flow Rule
e
PRPC has doz

zens of rule
e types; each type is ide
entified in th
he text labe
el at the
upper left of the corresp
ponding form
m (in this ca
ase, Flow).
Tabs on the form
f
provide access to rule fields a
and informa
ation organiz
zed by
fu
unction. Too
ols on the Designer Studio toolbar enable you to find, create,
ch
hange, or delete rules and
a
data ins
stances. The
e PurchaseO
Order flow rule is
marked
m
read-only (
), so you cannot alter thiis instance d

directly. Ins
stead, you
Fast Start Guide
26
will
w save a co
opy of this flow
f
rule into a RuleSett named ASupply with a higher
RuleSet
R
Vers
sion of 01-0
01-02. Then
n you make updates to the new copy.
3. Click Save As
to save a copy of the
e flow rule into the
ASup
pply:01-01-0
02 RuleSet Version.
V
A SaveAs
S
dialo
og opens (F
Figure 3-8).
Fiigure 3-8. Flo

ow: Save As Dialog
D
e keys of th
4. The Applies
A
To and Flow Name
N
fields
s identify the
he flow rule.. Do not
alter the values in these fiellds. The new
w flow rule sshould use tthe same ke
eys as the
origin
nal you are copying. Co
onfirm that ASupply
A
di splays in th
he RuleSet drop-down
list and the Vers
sion is 01-0
01-02, and then click S
Save As.
The new
n
flow rule appears. Select the arrow
a
to collapse the de
etails.
The next
n
steps change
c
the PurchaseOrd
P
der flow to iinclude a De
ecision shap
pe that
deterrmines whetther the VP must appro
ove a purcha
ase order re
equest.
A Decision shape
e, representted in the prrocess diagrram by an o
orange diam
mond,
identtifies an automatic step
p where proc
cessing may
y advance along any on
ne of two
or mo
ore outcome
es. In this case,
c
the De
ecision shap e has two o
outcomes:
VP
P approval is re
equired (True)
VP
P approval is no
ot required (Fa
alse)
5. In the View area

a on the Diagram tab, make
m
sure th
hat Modelerr is selected.
p
diag
gram display
ys.
The process
Fast Start Guide
27
6. Using
g the mouse
e wheel, scrroll towards you to redu
uce the size of the proc
cess
diagrram, so thatt you can view the entirre process.
7. In the toolbar, make
m
sure th
hat the Pan
n icon
iss selected. L
Left-click a b
blank area
of the
e canvas an
nd drag to move
m
the dia
agram as a w
whole. You can use the
e mouse
whee
el to re-size the diagram
m again, if desired.
d
You
u can also pa
an the diagrram using
the mini-map
m
in the lower right.
d
aboutt using the Process Mod
deler, click tthe
Help
p icon in the
e toolbar,
For details
selec
ct Develope
er Help, and
d go to the Flow Rules Process M
Modeler Bas
sics topic.
Fiigure 3-9. De
eveloper Help
Pan and
a
Select
modes are mutually exclusive. When Selecct mode is o
on, you can
left-c
click a blank
k area of the
e canvas and
d drag to fo
orm a selecttion boundary. When
you release
r
the mouse button, the sele
ected shapess are highlig
ghted and y
you can
take action; for example, move
m
or dele
ete, on all th
he highlighte
ed shapes
simultaneously. You will work with Sele
ect mode latter.
8. In the toolbar, verify
v
that Draft
D
On
is sselected. W
While the flow
w rule is in
draft mode, it is known as a flow mode
el, and you ccan referencce other rule
es and
flow actions thatt you have not
n yet defin
ned.
Fast Start Guide
28
9. Review the process diagram.
Figure 3-10. Process Modeler Process Diagram
The green circle at the top of the process diagram identifies the start of the
business process in which a new purchase order request is created. Processing
of each purchase order proceeds along the connectors from shape to shape.
The three green rectangles with clocks on them mark Assignment shapes
(Enter Item Information, Confirm Order, and Manager Approve Order).
Assignments are the steps in the process that require a human actor (here, a
user or manager) to enter information or record their decisions. The orange
diamond shape labeled Manager Review identifies an automated Decision. In
this process, the automated Decision has two outcomes: Review or No Review.
Fast Start Guide
29
10. In the toolbar, click

to open
o
the Sh
hapes palettte. To pin th
he Shapes palette so
that it is always visible, dou
uble-click the
e Shapes ic on, and the
en drag the Shapes
palettte to the de
esired location, as show
wn Figure 3--11. You can
n hover the mouse
pointter over eac
ch shape to view a desc
criptive ToolT
Tip.
Fiigure 3-11. Pinned

P
Shapes
s Palette
Fast Start Guide
30
11. Beforre adding a new Decisio

on shape to the flow, crreate some space in the diagram.
In the toolbar, click the Select
mod
de. Click to tthe left of the process diagram,
unde
erneath Manager Approv
ve, and drag
g to select tthe remaind
der of the flo
ow:
Upda
ate Status Completed, Update
U
Status Rejected
d, Send Corrrespondence
e, and
their connectors, as shown in Figure 3--12.
Fiigure 3-12. Select Shapes to Move
e flow are h
12. When
n you releas
se the mous
se, selected areas of the
highlighted iin blue.
Hove
er the mouse
e pointer ov
ver the highlighted area
a until it cha
anges to a c
cross
and then
t
click an
nd drag the selected arrea down.
Fiigure 3-13. Click

C
and Drag
g Shapes
Fast Start Guide
31
The bounding
g box shown
n in Figure 3-14
3
indicattes the new location.
Figure
e 3-14. Bound
ding Box Indic
cates New Lo
ocation
m the Shapes
s palette, drrag a Decision shape
onto th
he process d
diagram,
13. From
positioning it bellow the Man
nager Appro
ove Order Asssignment sshape (Figurre 3-15).
This indicates that the busin
ness process
s requires a decision affter a purchase order
reque
est is approved by the manager.
Fiigure 3-15. New

N
Decision Shape
14. Hove
er the mouse
e pointer ov
ver the Decision shape until it chan
nges to a cro
oss
,
and then
t
double-click the Decision shap
pe to display
y the Decisiion Properties panel.
Fast Start Guide
32
Fiigure 3-16. Mouse

M
Pointer
r Becomes a Cross
C
15. In the Decision Properties

P
panel,
p
speciffy the follow
wing items a
as shown in
Figurre 3-17:
a. Type VP Approve Order
O
in the
e Name field
d. This is the text that displays
on the sh
hape in the process
p
diag
gram, the w
work item history displa
ay, and the
Where Am
m I diagram
m.
b. Select De
ecision Tab
ble as the Type.
T
c. Type VPA
ApproveOrder in the Rule
R
field (F
Figure 3-17).
Figure 3-1
17. Decision Properties
P
Diialog
At this point, the

e flow rule references
r
a decision ta
able rule, bu
ut the decision table
rule does
d
not yet exist. Nex
xt, youll create the deciision table rrule.
16. In the Decision Properties
P
dialog, click the Open iccon
nextt to the Rule
e field. You
will create
c
a new
w decision ta
able rule witth that nam
me (Figure 3--17).
Fast Start Guide
33
17. In the New Decis

sion table dialog, confirrm or enter the followin
ng:
Do
o not change th
he Applies To field
The Purpose field should be VPApproveOrd

V
der; if not, cha
ange it
ould be ASupp
ply; if not, chan
nge it
The RuleSet sho
ould be 01-01--02; if not, cha

ange it
The Version sho
Fiigure 3-18. New

N
Decision Table Dialog
18. Click Create. Th

he Decision Table
T
rule fo
orm appearrs (Figure 3--19).
Figure
F
3-19. Decision
D
Table
e Rule Form
Fast Start Guide
34
Definin
ng a New
w Decision
n Table Rule
R
1. In the Decision Table
T
rule fo
orm, click th
he Results tab to bring
g it to the frront.
Comp
plete two ro
ows of the Allowed
A
Results array to identify the allowed
d results
for th
his decision table. In this case, the
e allowed ressults are:
True: This purch

hase order requ
uires VP appro val
alse: This purchase order doe

es not require VP approval
Fa
Whe
en completin
ng arrays, click:
to ad
dd a new row
w at the botttom of the array
to insert a new row between existing rrows
elete a row
to de
2. On th
he Results tab, type True in the first
f
row, clicck
then type False in the second row.
to ad
dd a new row
w, and
Fiigure 3-20. Decision

D
Table
e Rule Resu
ults
Note: No
o changes are needed
n
to the Set Propertie
es?, Options, or Preset Pro
operty Values
s areas.
Fast Start Guide
35
3. Click the Table tab to bring it to the front. In this tab, you record the decision
table logic as presented previously in Figure 3-1:
Dept Name
Bill Customer
Order Total
IT
>$1,000
HR
>$500
Finance
No
Finance
Yes
Legal
Yes
>$200
>$200
Legal
No
>$200
IT
No
>$2,000
Figure 3-21. Decision Table Logic
4. The decision table in this example has three inputs that are identified by property
rules: DepartmentName, BillCustomer, and OrderTotal. Each column in the decision
table (except the Return column) corresponds to a property. Use these steps to
complete the Table tab:
a. Click the column heading cell (the cell just below the Conditions column
title) to label the column in the matrix. A Property Chooser pop-up dialog
displays (Figure 3-22).
Figure 3-22. Decision Table Property Chooser
Fast Start Guide
36
b. With the mouse poin

nter in the Property
P
fie
eld, press th
he Down Arrrow key
se the SmartPrompt con
ntrol to acce
ess a list of available prroperties.
() to us
When De
epartmentN
Name (Figure 3-23) is highlighted,, press Ente
er to select
it. You ca
an also doub
ble-click to select
s
an ite
em from a S
SmartPrompt control.
Figure 3-23. Select A Property Decision Tab

ble Property C
Chooser
After you choose the

e Departmen
ntName pro perty, the L
Label field d
displays a
default va
alue.
Note:
N
The gre
een triangle at the bottom rig
ght corner of th
he Rule field iss a SmartPrompt control.
SmartPrompts
S
appear on many rule and da
ata forms to prrovide a selection list for fast entry. To
complete
c
a field that contains
s this control, press
p
your key
yboards Down Arrow key to access the
list. For the Pro
operty field herre, this SmartP
Prompt control displays a listt of available properties
from
f
which you
u can select.
c. Click Sav
ve to save th
he property to the deci sion table m
matrix.
5. The starting
s
tablle contains a single input condition
ns column. Y
You need to add two
colum
mns; one for the BillCus
stomer prop
perty and on
ne for the O
OrderTotal property.
To ad
dd a column
n to the righ
ht of the starting colum n:
a. Click the cell under Department
D
Name to se
elect that co
olumn (Figure 3-24).
Figure 3-24.
3
Decision Table Rule Select A Co
olumn
Fast Start Guide
37
b. Click the Insert Column After icon

. A new column
n appears to
o the right
of the sta
arting colum
mn. Do this again
a
to add
d a second ccolumn (Figure 3-25).
Figure 3-25. Decisio

on Table Rule
e Insert Collumn After
t
BillCusto
omer and OrderTotal
O
prroperties (F
Figure 3-26) to the columns using
6. Add the
the Property
P
Cho
ooser (Figurre 3-22).

D
Table
e Rule Add Properties
P
To
o Columns
7. Enterr the first de

ecision crite
eria (shown in Figure 3--21) to complete the firrst row of
your decision tab
ble:
a. Click in th
he first cell under Depa
artment Na
ame. The SmartPromptt appears
in the cell. Use the SmartPromp
S
pt (press the
e Down Arro
ow key) to d
display the
selection list and entter the name IT.
b. Under Billl Custome
er, leave the
e entry blan k for this ro
ow.
c. Type >10
000 for the entry under Order To tal. (Omit tthe dollar sig
gn,
commas, and pennie
es in the am
mount.)
d. In the Ac
ctions Retu
urn column, select True
e for the va
alue (Figure 3-27).
True and Fa
There are
e only two allowed
a
return actions, T
alse, which a
are
defined by
b the resultts that you specified
s
ea
arlier on the Results tab
b.
Figure 3-27.
3
Decision Table Rule First Row C
Completed
Fast Start Guide
38
8. Add additional
a
ro
ows by click
king the Ins
sert Row Affter icon
show
wn in Figure 3-28.
. Add six rrows, as
Figure
F
3-28. Decision
D
Table
e Rule Emp
pty Rows Add
ded
9. Using
g Figure 3-1
1 as your gu
uide, comple
ete the table
e so it lookss like Figure 3-29. In
the Bill
B Custom
mer column, enter =Fallse for No a nd =True ffor Yes. In tthe
othe
erwise (fina
al) row, set the
t
return action
a
to Fa lse.

D
Table
e Rule Comple
eted
Fast Start Guide
39
10. Click Save

to
o save the updated
u
dec
cision table rrule. An icon at the top
p of the
form indicates th
hat the rule was saved,, but with a warning. Cllick the + sign to view
the warning.
w

D
Table
e Rule Warnin
ng
Fast Start Guide
40
11. Click Show Con

nflicts to check this rule
e for logic c onsistency (Figure 3-31). One
logic error appea
ars in the bo
ottom row (indicated by
y a warning icon ). The bottom
row contains
c
an unreachable condition.. It has a co
ombination o
of input valu
ues that
cannot be used. The top row
w is reached
d first (IT an
nd order tottal > 1000) and masks
b
row (IT and order total > 2000).
the bottom

D
Table
e Rule Logic
c Errors
12. To de
elete this row, click in any
a
cell in th
he row to se
elect the row
w, and then select the
Dele
ete Row icon
. Click Show Confflicts again
n to confirm that no logic errors
rema
ain. A messa
age displays
s: The Decision Table iis consistent.
13. Save the revised
d decision ta
able and close the rule form by cliccking the X.
14. Click OK to close

e the Decision Propertie
es dialog.
Fast Start Guide
41
Editing the Flow

1. Move the Manager Approve connector from the Update Status Completed
Utility shape to the VP Approve Order Decision shape. To do this, select the
Manager Approve connector. The connector displays in blue and connection
points appear as dots at either end of the connector.
Figure 3-32. Select Connector
2. Click and drag the connection point from the Update Status Completed Utility
shape to the top connector of the VP Approve Order Decision shape. A connector
must make a valid connection to a shape. Valid connections display with a green
connector line and a green outline around the target shape (Figure 3-33).
Figure 3-33. Move Connector
Fast Start Guide
42
3. Select and drag an Assignment shape below the VP Approve Order Decision
shape, so that purchase order requests can be routed to the Vice President (Figure
3-34).
Figure 3-34. Add Assignment Shape
Fast Start Guide
43
4. Hove
er the mouse
e pointer ov
ver the Assig
gnment sha
ape until it cchanges to a cross
and then
t
double-click the Assignment
A
t shape and complete the Assignment
Prope
erties. On th
he Assignm
ment tab, co
omplete the
e following (Figure 3-35
5):
a. Name: Ty
ype VP App
proval.
b. Harness Name:
N
Use the SmartPrompt to se
elect Perforrm. (A harne
ess rule
provides the basis off a form for work item p
processing.))
c. Instructio
ons: Type VP
V Approval Pending (do not include punctua
ation).
This text will appear in the Conffirm user forrm.
d. Confirmation Note: Type
T
VP Ap
pproval is rrequired (do not includ
de
punctuatiion).
Figu
ure 3-35. Ass
signment Prop
perties
5. In the Status ta
ab, use the SmartPromp
S
pt to select Pending-A
Approval as
s the Work
Statu
us.
Fiigure 3-36. Assignment Pr

roperties Sttatus
Fast Start Guide
44
6. In the Routing tab, use the

e SmartProm
mpt to selecct ToVP as tthe Router, and then
click OK to apply
y the assign
nment prope
erties.
Fiigure 3-37. Assignment Pr

roperties Ro
outing
7. Add a connectorr from the VP

V Approve
e Order Deccision shape
e to the Upd
date
Statu
us Completted Utility shape, as shown
s
in Fig
gure 3-38. T
To add a con
nnector,
click and drag a gray arrow on the VP Approve
A
O
Order Decisiion shape an
nd drop it
on th
he Update Status
S
Com
mpleted Utiility shape.
Fiigure 3-38. Add Connector

r
8. Doub
ble-click the connector to
t open the Connector Properties a
and configure this
connector as sho
own in Figurre 3-39. Sett the Likelih ood to 50. A likelihood
d is a value
between 1 and 100.
uman
1
It reflec
cts an assum
med or know
wn probabillity of the hu
actorr taking thatt action.
Fiigure 3-39. Configure

C
Connector
Fast Start Guide
45
9. This configuratio
on means th
hat when the
e decision ta
able rule retturns a valu
ue of False,
the Vice
V
Presiden
nts approva
al is not required. The ffollowing ev
vents occur
autom
matically: The requests
s status is updated
u
to R
Resolved-Co
ompleted an
nd the
purch
hase order request
r
is re
esolved, as shown in Fi gure 3-40.
Fiigure 3-40. Updated

U
Proce
ess Diagram
10. When
n the decisio
on table rule
e returns a value of Tru
ue, the Vice Presidents
s approval
is req
quired. Add a connector from the VP
V Approve
e Order De
ecision shape
e to the
VP Approval
A
As
ssignment shape
s
as folllows:

C
Connector
11. From
m the VP Ap
pproval Assignment sha
ape, add a cconnector to
o the Updatte Status
Reje
ected Utility
y shape.
Fast Start Guide
46
12. Doub
ble-click the connector to
t open the Connector Properties d
dialog. In th
he Flow
Action field, pres
ss the down
n arrow, dou
uble-click Mo
ore, and then double-c
click to
selec
ct Reject.
Fiigure 3-42. Reject

R
Flow Ac
ction
13. In the Likelihood

d field, type 25, and the
en click OK . PRPC usess the likeliho
ood values
to de
etermine the
e order of ac
ctions in the
e action list in the user interface.
Fiigure 3-43. Liikelihood
14. Add a connectorr from the VP

V Approva
al Assignmen
nt shape to the Update
e Status
Completed Utiliity shape. Configure
C
the
e connectorr as follows::

C
Connector
Fast Start Guide
47
15. Click
to save your chang

ges to the prrocess.
Fiigure 3-45. Updated

U
Proce
ess Diagram
Fast Start Guide
48
Test Yo
our Proce
ess Chan
nges
Test your process ch
hanges usin
ng the Run menu.
m
on
in the
e Quick Laun
nch bar, sel ect Run Prrocess, and then
1. Click the Run ico
selec
ct Purchase
e Order. You do not ne
eed to log ou
ut, but can a
act as the w
work user,
mana
ager, and VP.
Fiigure 3-46. Run

R
Menu
2. Creatte a new pu
urchase orde
er request, using
u
data v
values simila
ar to those entered in
the example
e
in Chapter
C
2.
3. Enterr line items and quantitties that pro
oduce a tota
al amount th
hat meets one of the
criterria for requiring VP app
proval as sho
own in Figurre 3-1. For example, if the
Depa
artment is IT
T, any orderr over $1000 requires tthe VPs rev
view.
4. Click Submit to confirm the
e purchase order
o
reque st.
5. Click the Approv
ve Order link displayed
d at the botttom of the confirmation note
that indicates the purchase order is ass
signed to th e manager (Figure 3-4
47). As a
mana
ager, approv
ve the request.
Figu
ure 3-47. App
prove Order Link
L
6. Verify
y that after the manage
er approves
s the purcha
ase order request, the rrequest is
route
ed to the Vic
ce Presidentt for approval.
Of course, more com

mplete testin
ng of every condition in
n the decisio
on table rule
e is
ment situatio
ons.
required in real-worrld developm
You may
y log off now
w or continue with the next
n
chapte r. To log offf, click the L
Logout
link in th
he upper right area of the Designerr Studio.
Fast Start Guide
49
Chap
pter 4: Upda
ating the
t
Us
ser Intterface
e
Currently
y, the Vice President
P
se
ees the same user interrface as the manager w
when
approvin
ng or rejecting a purcha
ase order request. Howe
ever, ASupp
plys business policy
requires the VP to enter
e
an app
proval code. The busine
ess policy alsso gives the
e VP the
option to
o enter a no
ote about the
e approval.
In this ch
hapter you will
w enhance
e the user in
nterface to e
enable the V
VP to enter these
details.
Buildiing a Ne
ew Flow
w Action rule
Recall fro
om Chapterr 2 that assig
gnments are points in tthe process that are to be
handled by a person
n (to provide
e input or ta
ake other acctions). Rule
es known as
s flow
actions determine
d
which
w
inputs are requested from th e user in the work item
m form as
the user completes the assignm
ment.
To provid
de the VP th
he opportun
nity to enterr input durin
ng the VPApproval assig
gnment, a
new flow
w action rule
e is needed to
t implemen
nt those dettails.
1. Log in as Design
ner with the
e password password,, as in Chap
pter 3.
2. From
m the Applica
ation Explorrer tree in th
he left pane l, click the + icon to ex
xpand the
Purc
chaseOrder
r class.
3. Click the + icon to expand the
t
User
r Interface
e category, rright-click F
Flow
Actio
on, and sele
ect New fro
om the conte
ext menu (F
Figure 4-1).
Fiigure 4-1. Flo

ow Action Con
ntext Menu
4. The New
N
flow ac
ction rule dia
alog opens (Figure
(
4-2)). Specify th
he following:
a. Keep the Applies To
o value as itt is.
b. For the Action
A
Nam
me, type VPA
Approve.
c. For the RuleSet,
R
select ASupplly.
d. For the Version,
V
select 01-01-02.
Fast Start Guide
50
Figure
e 4-2. New Flo
ow Action Dia
alog
5. Click
C
Create to create th
he new VPA
Approve flow
w action and
d display the
e rule
fo
orm. In the Short Descrription field,, insert a sp
pace betwee
en VP and A
Approve.
This label, VP
P Approve, will
w display in the flow a
action sectio
on.
Figure
e 4-3. VPAppr
rove Flow Acttion Rule Form
m
6. Click
C
Save
. At this point
p
the new VPApprov
ve flow actio
on rule does
s not
display user interface ite
ems for the VP to enterr information
n. Section rrules are
used to imple
ement user interface fe
eatures for a flow action
n. Next, you
u will
crreate a secttion rule.
Fast Start Guide
51
Buildiing a Se
ection ru
ule
1. From
m the Applica
ation Explorrer tree in th
he left pane l, click the + icon to ex
xpand the
Purc
chaseOrder
r class.
2. Click the + icon to expand the
t
User
r Interface
e category, rright-click S
Section,
and select
s
New from the co
ontext menu
u (Figure 4-4
4).
Figure
F
4-4. Se
ection Contex
xt Menu
3. The New
N
section
n rule dialog opens (Figu
ure 4-5). Sp
pecify the fo
ollowing:
a. Keep the Applies To
o value as itt is.
b. For the Purpose,
P
en
nter VPAppr
roval.
c. For the RuleSet,
R
select ASupplly.
d. For the Version,
V
select 01-01-02.
Figure 4-5. New

N
Section Dialog
Fast Start Guide
52
4. Click Create to create

c
the new
n
VPApproval section
n and display the rule fo
orm in the
Desig
gner Studio (Figure 4-6
6). An initial layout appe
ears on the Layout tab
b.
5. Click Save
to save the VP
PApproval section rule.
Figure
F
4-6. VPApproval
V
Se
ection Rule Fo
orm
6. Add
d a field in which
w
the VP
P is required
d to enter a n approval code. To do
o this, click
the
e Basic icon
in the
e toolbar, se
elect the Te
ext Input C
Control and d
drag it to
the
e Field colum
mn cell in th
he top row, as shown in
n Figure 4-7
7.
Figure
F
4-7. Te
ext Input Con
ntrol
7. In the
t
Field column, click the magnify
ying glass iccon
in th
he first row to open
the
e Cell Properrties panel. In the Property field, ty
ype .Appro
ovalCode (u
using the
exa
act case and
d being sure
e to include a leading pe
eriod).
Figure 4-8. Cell

C
Propertie
es Panel
8. Click
C
the Ope
en icon
next
n
to the Property
P
fie
eld (Figure 4
4-8). This o
opens a
New
N
property
y rule dialog
g (Figure 4-9).
Fast Start Guide
53
Figure
e 4-9. New Pro
roperty Dialog
g
9. Make
M
sure th
hat ASupply
y is selected
d in the Rul eSet field a
and that 01--01-02 is
se
elected in th
he Version field. Click Quick Crea
ate to creatte the new p
property
ru
ule (Figure 4-9).
4
10. In
n the Cell Prroperties pa
anel, select the
t
Genera
al tab, and tthen select tthe
Required
R
ch
heck box. Th
his ensures that a value
e is entered in the userr form
before it is su
ubmitted. Otherwise,
O
an error messsage appea
ars and reminds the
user to enterr a value. Cllose the Cell Properties panel.
Figure
e 4-10. Selectt the Required
d Check Box
11. In
n the Label column, clic
ck the magn
nifying glasss icon
nex
xt to Text Input to
open the Cell Properties panel. In th
he Cell Prop
perties pane
el, change th
he Value
frrom Text Input to Appr
roval Code, as shown in Figure 4--11. On the General
ta
ab, notice th
hat the Requ
uired check box is seleccted. A requ
uired icon (
) will
Fast Start Guide
54
display next to the label in the userr interface. C

Close the Ce
ell Propertie
es panel.
Figure
e 4-11. Chang
ge the Value
pproval Code cell and th

hen click the
e Insert Ro
ow After ic
con
12. Select the Ap
in
nsert a row below Appro
oval Code.
to
Figure
e 4-12. Insertt Row After
Figure
e 4-13. New Rows
R
Added to
t the Layout
13. A property ru
ule named PaymentDat
P
te already ex
xists. You ccan drag and
d drop it
frrom the App
plication Exp
plorer into the new row
w below Apprroval Code. In the
Application
A
Explorer,
E
clic
ck the + ico
on to expand
d the Purch
haseOrder class, and
th
hen click the
e + icon to expand the
Property rule
e type.
ory to see tthe

Data M
Model catego
14. Click
C
the + ic
con to expand the Prop
perty rule ttype (Figure
e 4-14). Eac
ch blue dot
identifies a simple property rule,, one that h olds only a single value
e such as a
Fast Start Guide
55
date or amou
unt. Other ic
cons in this tree, such a
as
, identtify aggrega
ate
properties, which
w
are sim
milar to arra
ays and stru
uctures.
Select the
blue dot to the left of the
t
Paymen
ntDate link. (Do not clic
ck the
PaymentDate
e link.)
Figure 4-14. Payment Date

D
Property
y
The blue dot turns yellow

w, indicating
g that it is sselected. Drrag and drop
p it into
th
he second ro
ow of the Field column..
Figure 4-15. Drag and Dr

rop .PaymentD
Date Property
ty
w contains th
he .PaymentDate prope
erty. Notice the calenda
ar icon in
This row now
th
he Field colu
umn. This in
ndicates that the .Paym
mentDate pro
operty is a
pxDateTime Control. PRPC supports
s a wide varriety of inpu
ut and outpu
ut formats
fo
or dates and
d times.
Figure 4-16. .PaymentDa

ate pxDateTim
me Control
Fast Start Guide
56
15. In
ck the magn
nifying glasss icon
ne
ext to Paym
mentDate
to
o open the Cell
C Properties panel. Change
C
the V
Value to Pay
yment Datte (insert a
sp
pace), and then
t
close the Cell Prop
perties pane
el.
Figure
e 4-17. .Paym
mentDate pxD
DateTime Con
ntrol
16. From the Bas

sic panel, drrag a Text Area
A
Contro
ol to the celll in the thirrd row of
th
he Field colu
umn.
Figure
e 4-18. Add th
he Text Area Field
F
17. In
ck the magn
nifying glasss icon
ne
ext to the Te
ext Area
ce
ell to open the
t
Cell Prop
perties pane
el. Change tthe Value to
o Note and then close
th
he Cell Prop
perties panel.
Figure
e 4-19. Chang
ge the Text Ar
rea Label
18. In
n the toolba
ar, click Sav
ve
to sav
ve the updatted VPAppro
oval section
n rule form.
Fast Start Guide
57
19. Click
C
the Pre
eview butto
on
in the
e toolbar to v
view the efffect of your changes
in
n the bottom
m half of the
e portal (Figure 4-20).
Figure
e 4-20. Previe
ew
20. Click
C
the x on the VPAp
pproval tab to close the
e section rule form.
Fast Start Guide
58
Adding a Section rule to a Flow Action

Now that the section is created, add it to the VPApprove flow action so that the
Approval Code and Note user interface elements display as the VP completes the
assignment.
1.
Return to the VPApprove flow action rule form by clicking its tab in the Designer
Studio (Figure 4-21).
Figure 4-21. VPApprove Flow Action Rule Form
2.
In the Application Explorer, expand the Section rule type to locate the newly
created VPApproval section. Select the blue dot to the left of the VPApproval
section in the Application Explorer. Each blue dot identifies a single rule. The blue
dot turns yellow, indicating that it is selected. Drag it into the VPApprove flow
action rule form, dropping it onto the <drag section here> area (Figure 4-22).
Figure 4-22. Drag VPApproval Section into VPApprove Flow Action
3. When you release the mouse button, the VPApprove flow action rule form displays
a section reference to the VPApproval section (Figure 4-23).
Fast Start Guide
59
Fiigure 4-23. VPApprove

V
Flo
ow Action witth Section Re
eference to VP
PApproval
4. Save the VPApprrove flow ac

ction by clicking
5. Click the x on th
he VPAppro
ove tab to close
c
the VPA
Approve flow action rulle form.
Editin
ng the Flow
At this point, the ne
ew flow actio
on VPApprov
ve is comple
ete, but nott referenced by any
shape in the flow rule. In this section you will
w update tthe PurchasseOrder flow
w rule so
that the new VPApprove flow ac
ction runs when
w
the VP
P approves a purchase o
order
request.
1. Open the PurchaseOrder flo

ow using the Applicatio
on Explorer.
2. Double-click the
e Manager Approve
A
con
nnector to d isplay the C
Connector Properties.
Fiigure 4-24. Manager

M
Appr
rove Connecto
or
3.
In th
he Connecto
or Properties panel, typ
pe VP Appro
ove in the N
Name field, use the
Sma
artPrompt to
o replace Ma
anagerApp
prove with V
VPApprove
e, and then click OK
(Figure 4-25).
Fast Start Guide
60
Fiigure 4-25. VP
V Approve Co
onnector Prop
perties
The connector
c
in
n the proces
ss diagram is labeled VP
P Approve.
Fiigure 4-26. VP
V Approve Co
onnector
4. Click Save to save your cha

anges to the
e flow rule.
5. Test the revised process to verify that the
t
VP is no
ow required to enter an
n Approval
Code
e and an opttional note when
w
approv
ving a purch
hase order rrequest.
To co
omplete the test:
a. Click the Run icon
Purchase
e Order.
in the Quic
ck Launch ba
ar and selecct Run Proc
cess >
b. Create a purchase orrder requestt that requirres VP apprroval. The

requirements are sta
ated in the decision
d
rule
e table you created in F
Figure 329. For example, entter HR as th
he Departme
ent Name and select on
ne laptop,
which req
quires VP ap
pproval beca
ause it is ov
ver $500.
Fast Start Guide
61
c. As manager, approve the request. It is now assigned to the VP.
Figure 4-27. VP Approval Pending
The VP is now required to enter an approval code and may also enter an
optional note (Figure 4-28).
Figure 4-28. Approval Code
d. Enter a note and click Submit to finish the process.
Inspecting Declarative Rules

This application calculates several properties with declarative rules, which are rules
that define calculations among property values. For example, each LineItemTotal is the
value of the items Price multiplied by Quantity.
To see the list of declarative rules, go to the Application Explorer, select the ASupplyFW-ASupply-Work class, expand the Decision category, and then expand the
Declare Expressions category as shown in Figure 4-29.
Figure 4-29. Declare Expressions in Application Explorer
Fast Start Guide
62
To open a rule from the Applica

ation Explore
er, click the
e rule name.. Figure 4-30 and
Figure 4--31 show th
he .OrderTottal and LineItemTotal.O
Order() rule forms respectively.
Figure 4-30.
4
Declara
ative Expressiion for .Order
rTotal
Figure 4-31.
4
Declara
ative Expressiion for .LineI
ItemTotal
Like form
mulas in a Microsoft
M
Exc
cel spreadsh
heet, properrties controllled by decla
arative
rules are
e computed automatically wheneve
er a value ch
hanges thatt affects the
e
computa
ation. For ex
xample, the target prop
perty LineIte
emTotal is ccomputed whenever
the Price
e or Quantity
y changes. Similarly, yo
ou dont nee
ed to create
e an explicitt program
to recalc
culate the OrderTotal affter you inpu
ut a quantitty.
Using the
t
Decla
arative Rules
R
Insp
pector
You can use the Dec
clarative Rules Inspecto
or to see wh
hich propertties in the w
work item
form are
e dependentt upon these
e rules, and to graphica
ally illustrate
e those dependencies.
1. To en
nable the De
eclarative Rules
R
Inspector, click th e Run ico
on in the Qu
uick
Launch bar and select Rules Inspecto
or > Declarrative Rules (Figure 4--32).
Figu
ure 4-32. Dec
clarative Rule
es Inspector
Fast Start Guide
63
2. Creatte a new pu
urchase orde
er request by
b selecting > Run P
Process > P
Purchase
Orde
er. On the work
w
item fo
orm, a D liink appears next to eacch property that is
calcu
ulated by a declarative
d
rule.
r
For example,
e
ass
sume that you
y
select th
he Laptop ittem and typ
pe 2 as the q
quantity.
Notic
ce that a D appears
a
nex
xt to the LineItemTotal property (F
Figure 4-33)). Click the
D link to inspe
ect how thatt property va
alue is calcu
ulated.
Figu
ure 4-33. Rev
viewing Decla
arative Rules
Afterr clicking the

e D, the Dependency
D
Network Vi ewer openss and shows
s the
Depe
endency Nettwork for the LineItemT
Total properrty (Figure 4
4-34).
Figu
ure 4-34. Dep
pendency Nettwork Viewer
r
The symbols
s
sho
own are des
scribed below
w:
A function
f
symbo
ol (
) referen
nces a declarattive rule.
The arrows show

w how computa
ations depend o
on each other where resultts from one
d into inputs off a later compu
utation.
computation feed
PRPC
C supports complex dec
clarative rule
es and enab
bles you to ttest and deb
bug
decla
arative comp
putations interactively.
To disable the Declarative Rules
R
Inspec
ctor feature,, click
Declarative Rules.
>R
Rules Inspector >
Fast Start Guide
64
Chapter 5: Reviewing Your Application

By following Chapters 3 and 4 in this tutorial, you used rule forms and the Process
Modeler to refine the ASupply application. PRPC uses sophisticated industry-standard
technologies to implement your changes without requiring you to directly specify
coding-level details. You do not need advanced IT skills to produce applications that
are functional, easy to use, and visually appealing.
Developing Applications by Changing Rules

You created a few new rules in the ASupply RuleSet that include the following:
A decision table rule, VPApproveOrder, controls which purchase order requests are
routed to the VP for review.
A property rule, ApprovalCode, holds an input value entered by the Vice President.
A flow action, VPApprove, prompts the VP with two new fields after the VP approves a
purchase order request.
A section, VPApproval, provides the user interface for the VPApprove flow action.
These new rules supplement the original set of rules in the ASupply RuleSet, which
defined the application before you changed it. As you will see in Chapter 6,
Documenting Your Application, and from the application document in Appendix A, the
ASupply RuleSet contains about 125 rules.
The Application Explorer provides designers and developers with quick access to rules
in the ASupply RuleSet. These rules, in turn, build on hundreds of built-in, out-of-thebox standard rules that are present in every PRPC system and which form the
foundation building blocks of applications.
Technology Under the Covers

If you are familiar with the technologies mentioned below, you can appreciate the
power and breadth of PRPC as a development environment.
A property rule (for example, the ApprovalCode property) corresponds to a scalar

variable.
Flow action rules are converted to HyperText Markup Language (HTML).
The Process Modeler representation of a business process is converted internally to an

XML (eXtended Markup Language) document that later becomes a Java class.
Rules and other data are stored in a relational database supported by any of several
popular database products from Oracle, Microsoft, or IBM.
Computations, such as declarative rules and decision table rules, are transformed into
efficient Java programs.
Fast Start Guide
65
Autogenerated Controls simplify design and maintenance, eliminating the need for
hand-coding, improving performance, and ensuring browser independence and
compatibility.
Grid layouts enable users to view and edit values of a Page List or Value List property
or a Report Definition in a spreadsheet format. Grids are created dynamically and
have as many rows as needed to display the requested data.
The architecture and design of PRPC provides these benefits:
Inheritance and polymorphism enable you to build applications by overriding or

extending existing rules. For example, the flow rule that you saved into the higher
RuleSet Version overrides (supersedes) the initial flow rule that was delivered with the
ASupply application.
Through hardware clustering, one PRPC system can support thousands of users in
multiple locations who enter, work on, and resolve millions of work items.
Applications can be developed iteratively with incremental enhancements.
Developers can use the Run menu in the Quick Launch bar to quickly switch from a
development task to a testing task and back to a development task, as you did.
PRPC applications can interface with other systems using a wide variety of industrystandard technologies (such as SOAP / Web services, e-mail, relational databases,
J2EE facilities including Enterprise JavaBeans, and JavaServer Pages).
Fast Start Guide
66
Chap
pter 6: Docu
umentting Yo
our Ap
pplicattion
PRPC inc
cludes tools that enable
e you to easily documen
nt what you have built. This
chapter describes
d
ho
ow to use th
hose tools.
Note: Miccrosoft Word 20
002 or later is needed to pro
oduce the Appliication docume
ent.
Docum
menting
g the AS
Supply Applicat
A
tion
1. In the Designer Studio, sele
ect the Pega
a button
Tools > Docum
ment (Figure
e 6-1).
and then
n select App
plication >
Figu
ure 6-1. Docu
ument Menu Item
I
Fast Start Guide
67
2. In the Application Document wizard, select the ASupply application, the ASupply
application template, and specify the Detail Level, for example, Full Application
Documentation.
For more information about the Application Document wizard, click the Help button
in the upper right of the wizard.
Figure 6-2. Application Document Wizard
3. Click the Order chevron at the top of the screen to proceed to the next page.
Figure 6-3. Order Chevron
Fast Start Guide
68
4. Selec
ct the items that you want to includ
de in the do
ocument and
d then click the
chevron to proce
eed through
h the Define and Capturre screens.
Fiigure 6-4. Application Doc

cument Wizar
rd
5. Afterr you have specified

s
all the informa
ation that yo
ou want to include in th
he Word
document, click the Docum
ment Now button
b
at the
e bottom off the screen.
Fiigure 6-5. Do
ocument Now Button
PRPC
C generates a Word doc
cument that lists all of tthe rules in the applicattion. The
generation proce
ess may tak
ke a minute or two. A m
message disp
plays when the
nt created b
by PRPC for
documentation is complete. Appendix A contains t he documen
the ASupply
A
app
plication.
6. Click the Logoutt link in the upper rightt corner of tthe Designe
er Studio.
This is th
he conclusio
on of the Fas
st Start Guid
de. More infformation on the ASupply
application and appe
endices describing the Designer Sttudio toolbar, tab bar, a
and the
w
setup
s
can be found in the
t
following
g pages.
typical workstation
Fast Start Guide
69
Appendix A: Application Document for

ASupply
The following pages show the document created by PRPC for the ASupply application.
Note: Page breaks, page numbering and fonts in the generated ASupply document have
been modified for inclusion in this book.
Fast Start Guide
70
Application Document for

ASupply
01.01.01
ASupply
Created by: Designer

On March 12, 2012
Fast Start Guide
71
Copyright 2013
Pegasystems Inc., Cambridge, MA
All rights reserved.
This document describes products and services of Pegasystems Inc. It may contain
trade secrets and proprietary information. The document and product are protected by
copyright and distributed under licenses restricting their use, copying distribution, or
transmittal in any form without prior written authorization of Pegasystems Inc.
This document is current as of the date of publication only. Changes in the document
may be made from time to time at the discretion of Pegasystems. This document
remains the property of Pegasystems and must be returned to it upon request. This
document does not imply any commitment to offer or deliver the products or services
described.
This document may include references to Pegasystems product features that have not
been licensed by your company. If you have questions about whether a particular
capability is included in your installation, please consult your Pegasystems service
consultant.
For Pegasystems trademarks and registered trademarks, all rights reserved. Other
brand or product names are trademarks of their respective holders.
Although Pegasystems Inc. strives for accuracy in its publications, any publication may
contain inaccuracies or typographical errors. This document or Help System could
contain technical inaccuracies or typographical errors. Changes are periodically added
to the information herein. Pegasystems Inc. may make improvements and/or changes
in the information described herein at any time.
This document is the property of:

Pegasystems Inc.
101 Main Street
Cambridge, MA 02142-1590
Phone: (617) 374-9600
Fax: (617) 374-9620
www.pega.com
Fast Start Guide
72
Contents
Application Overview ................................................................................. 75
Description .................................................................................................................................. 75
Business Objectives ................................................................................................................... 75
Actors ........................................................................................................................................... 75
Case Type Definitions ............................................................................................................... 75
Work Types ................................................................................................................................. 75
Supporting Types ....................................................................................................................... 75
RuleSets ....................................................................................................................................... 75
Requirements.............................................................................................................................. 76
PurchaseOrder ............................................................................................. 76
Purchase Order - Flow .............................................................................................................. 76
Primary Path ........................................................................................................................... 77
Alternate Path 1 ..................................................................................................................... 83
Alternate Path 2 ..................................................................................................................... 84
Alternate Path 3 ..................................................................................................................... 85
Other Specifications referenced in the application (outside of a Process) .................... 86
ApproveOrder - Specification .............................................................................................. 86
ConfirmOrder - Specification .............................................................................................. 86
EnterDeptInformation - Specification ............................................................................... 86
EnterItemInformation - Specification ............................................................................... 87
PurchaseOrder - Specification ............................................................................................ 87
RejectOrder - Specification ................................................................................................. 87
Entity Relationship Diagram .................................................................................................... 88
Properties Referenced ............................................................................................................... 88
Common .......................................................................................................... 89
Security ........................................................................................................... 89
Navigation ...................................................................................................... 89
DataManagement ........................................................................................ 89
SysAdmin ........................................................................................................ 89
Requirements Matrix .............................................................................................. 90
Reports ............................................................................................................ 90
List Views ..................................................................................................................................... 90
Fast Start Guide
73
Summary Views ......................................................................................................................... 90

Report Definitions ...................................................................................................................... 90
Correspondence .................................................................................................... 90
Acknowledgement............................................................................................................................... 90
Integration .................................................................................................... 91
Services........................................................................................................................................ 91
Connectors .................................................................................................................................. 91
Decisions ........................................................................................................ 91
Tables ........................................................................................................................................... 91
VPApproveOrder .................................................................................................................... 91
Trees ............................................................................................................................................. 92
Manager Review .................................................................................................................... 92
Map Values .................................................................................................................................. 92
Whens........................................................................................................................................... 92
ItemPrice ................................................................................................................................. 92
Security ................................................................................................................ 92
SLAs 93
Activities .............................................................................................................. 93
Properties ............................................................................................................. 93
Declaratives................................................................................................... 94
Expressions ................................................................................................................................. 94
.LineItemTotal ........................................................................................................................ 94
.OrderTotal.............................................................................................................................. 94
Triggers ........................................................................................................................................ 95
OnChange .................................................................................................................................... 95
Constraints .................................................................................................................................. 95
Specifications Matrix .............................................................................................. 95
Fast Start Guide
74
Application Overview
Description
Initial implementation of a system that will centralize and automate the purchasing function for corporate employees.
Business Objectives
Centralize the purchasing function for employees across the corporation

Automate decisioning and routing of purchase orders
Actors
Actor
Type
Count
Access Method
Employee
Operator
2000 Total Users Per Week
Browser
Manager
Operator
50 Total Users Per Week
Browser
Case Type Definitions

Case Type
Prefix
Work Pool: ASupply (Work Pool: ASupply)
Starting Process
C-
ASupply (ASupply)
Purchase Order (Purchase Order)
C-
No Processes Defined.
P-
PurchaseOrder
Work Types
Name
Implementation Class
PurchaseOrder ACORP-FW-ASupply-Work-PurchaseOrder
Supporting Types
Name
Description
Common
Specifications shared by multiple work types
Security
Specifications dealing with authentication, authorization
Navigation
Specifications specific to getting between work types and general application processing
DataManagement Specifications specific to managing lists of products, reference data tables, broadcast messages
SysAdmin
Specifications specific to managing operator profiles, calendars, skills, rule migration/promotion
RuleSets
RuleSet
ASupply
Version
Description
01-01-02 RuleSet to identify, manage, and control the set of rule

instances that define ASupply application
ASupplyInt 01-01-01 Integration RuleSet for ASupply framework
Prerequisites
Pega-ProcessCommander:06-02-20
ASupplyInt:01-01-01
Fast Start Guide
75
Description:
RuleSet
Version
Description
Prerequisites
ACORP:01-01-01
ACORP
01-01-01 Created by Initial Setup Wizard
ACORPInt 01-01-01 ACORPInt
Requirements
ID
Name
Category
Status
Description
ApprovalLevel ApprovalLevel Business

Rule
Complete Pruchase requests are routed to managers based on total dollar values as
described in the corporate accounting manual
PurchaseItems PurchaseItems Business

Rule
New
The list of items an employee can request is based on the employee's

grade level.
RejectReason RejectReason Business

Rule
New
A list of reject reasons is presented to managers and fulfillment operators

who select from the list.
PurchaseOrder
Implementation:
ACORP-FW-ASupply-Work-PurchaseOrder
Edit this Description
Purchase Order - Flow

Rule Name:
Applies to Class:
RuleSet:
PurchaseOrder
ASupply : 01-01-02
Fast Start Guide
76
Flow Diagram
Primary Path
Start
Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
New
Purchase Order - Flow (Page 76)
New
ACORP-FW-ASupply-Work
ASupply : 01-01-01
Enter Item Information - Assignment

Implementation:
WorkList
Parameters:
DoNotPerform = false
Instructions = Enter item information
HarnessPurpose = Perform
default service level - SLA

Referenced By:
Enter Item Information - Assignment (Page 77) in Purchase Order - Flow (Page 76)
Rule Name:
Default
Applies to Class: WorkLong Description: Default service level
Usage:
The goal is that each work object will be completed in two days.
The deadline is that each work object must be completed within 5 days.
Fast Start Guide
77
RuleSet:
Pega-ProCom : 06-02-01
Initial Urgency: 0
Assignment is ready for work:
Goal
Deadline
Interval from when assignment is ready

Days 2
+ HH:MM:SS 0 : 0 : 0
In Business Days? Yes
Urgency 0
Late
Repeating interval from Deadline
5
0:0:0
::
Yes
No
Escalation Activity
Perform work object - Harness

Referenced By:
Rule Name:
Applies to Class:
RuleSet:
Enter Item Information - Assignment (Page 78) in Purchase Order - Flow (Page 76)
Perform
ASupply : 01-01-01
Fast Start Guide
78
Enter Item Information - Transition

Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
EnterItemInformation
EnterItemInformation
ASupply : 01-01-01
Confirm Order - Assignment

Implementation:
WorkList
Parameters:
Instructions = Confirm order

Referenced By:
Confirm Order - Assignment (Page 77) in Purchase Order - Flow (Page 76)
See default service level (Page 77)

Referenced By:
Confirm Order - Assignment (Page 78) in Purchase Order - Flow (Page 76)
See Perform work object (Page 78)

Fast Start Guide
79
Confirm Order - Transition

Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
ConfirmOrder
ConfirmOrder
ASupply : 01-01-01
Manager Review - Decision

Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
ManagerReview
ManagerReview
ASupply : 01-01-01
if .OrderTotal > 100 then RETURN review

otherwise RETURN noreview
Manager Approve Order - Assignment

Implementation:
WorkList
Parameters:
Instructions = Approve Order
Fast Start Guide
80

Referenced By:
Manager Approve Order - Assignment (Page 77) in Purchase Order - Flow (Page 76)

Referenced By:
Manager Approve Order - Assignment (Page 78) in Purchase Order - Flow (Page 76)
Manager Approve - Transition

Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
ManagerApprove
ManagerApprove
ASupply : 01-01-01
VP Approve Order - Decision

Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
VPApproveOrder
VPApproveOrder
ASupply : 01-01-02
Fast Start Guide
81
Conditions
Actions
DepartmentName BillCustomer OrderTotal
Return
if
IT
>1000
True
else if
HR
>500
True
else if
Finance
=False
else if
Finance
=True
>200
True
else if
Legal
=True
>500
True
else if
Legal
=False
>200
True
True
Otherwise
False
Update Status Completed - Utility

Implementation:
UpdateStatus
Parameters:
StatusWork = Resolved-Completed
Referenced By:
Rule Name:
UpdateStatus
Applies to Class: WorkLong Description: Update the status of a work item, and call Resolve if it has been Resolved.
Usage:
The activity gets called from various places including Work-NewAssign, Work-NewAssignBasket etc. It sets the status and calls
another activity 'RecalculateAndSave' to update the urgency, timestamps and to save the work object.
RuleSet:
Pega-ProcessEngine : 06-02-20
Decides what action to take based on pyworkstatus - Tree

Referenced By:
Rule Name:
Applies to Class:
RuleSet:
Updates the status of a work item - Activity (Page 82)

pyCheckResolvedStatus
WorkPega-ProcessEngine : 06-02-01
if "Resolved-Completed" then RETURN "check"

if "Resolved-Withdrawn" then RETURN "cancel"
if "Resolved-Duplicate" then RETURN "cancel"
if "Resolved-Revoked" then RETURN "cancel"
if "Resolved-Rejected" then RETURN "cancel"
otherwise RETURN "other"
Send Correspondence - Utility

Implementation:
CorrCreateAndSend
Parameters:
SendAllAttachments = false
SendNow = true
Broadcast = false
CorrName = Acknowledgement
PartyRole = Customer
Referenced By:
Rule Name:
CorrCreateAndSend
Applies to Class: WorkFast Start Guide
82
Long Description: Creates a single correspondence

Usage:
This activity is called by CorrNew activity. It creates the correspondence record and calls the activity CorrUpdate.
RuleSet:
Pega-ProcessEngine : 06-02-01
Alternate Path 1
VP Approval - Assignment
Implementation:
WorkList
Parameters:
ConfirmationNote = VP Review is required
Instructions = VP Approval Pending

Referenced By:
VP Approval - Assignment (Page 77) in Purchase Order - Flow (Page 76)

Referenced By:
VP Approval - Assignment (Page 78) in Purchase Order - Flow (Page 76)
VP Approve - Transition
Implementation:
Referenced By:
Rule Name:
Applies to Class:
RuleSet:
VPApprove
VPApprove
ASupply : 01-01-02
Fast Start Guide
83
Alternate Path 2
Reject - Transition
Implementation:
Reject
Referenced By:
Rule Name:
Reject
Applies to Class: WorkLong Description: This flow action is for rejecting the work object.
Usage:
Used by the StandardEvaluate flow. Approval flows should use the Disapprove flow action, not Reject.
RuleSet:
Pega-EndUserUI : 06-02-01
Fast Start Guide
84
Usage:
Set the resolved properties - Activity

Referenced By:
Reject - FlowAction (Page 84)
Rule Name:
ActionResolve
Applies to Class: WorkCalled by the flow action Resolve/Reject/ResolveAsDuplicate.
casad created in 050401
RuleSet:
Pega-ProCom : 06-02-01
Update Status Rejected - Utility

Implementation:
UpdateStatus
Parameters:
StatusWork = Resolved-Rejected
Referenced By:
See Updates the status of a work item (Page 82)
Alternate Path 3
Reject - Transition
Implementation:
Referenced By:
Reject
Fast Start Guide
85
See Reject (Page 84)
Set the resolved properties - Activity

Referenced By:
Reject - FlowAction (Page 84)
See Set the resolved properties (Page 85)
Other Specifications referenced in the application (outside

of a Process)
ApproveOrder - Specification
Rule Name:
RuleSet:
ASupply | PurchaseOrder | ApproveOrder

ASupply : 01-01-01
Details
Actors:
Manager
Triggers:
Web Browser
Complexity:
Medium
Description
Manager must approve order totaling more than $100
ConfirmOrder - Specification
Rule Name:
RuleSet:
ASupply | PurchaseOrder | ConfirmOrder

ASupply : 01-01-01
Details
Actors:
Employee
Triggers:
Web Browser
Complexity:
Low
Description
Not Yet Defined
EnterDeptInformation - Specification
Rule Name:
RuleSet:
ASupply | PurchaseOrder | EnterDeptInformation

ASupply : 01-01-01
Details
Actors:
employee
Triggers:
Web Browser
Complexity:
Low
Description
Fast Start Guide
86
Department information is defaulted into the purchase request form but the employee can overwrite it if not correct.
EnterItemInformation - Specification
Rule Name:
RuleSet:
ASupply | PurchaseOrder | EnterItemInformation

ASupply : 01-01-01
Details
Actors:
Employee
Triggers:
Web Browser
Complexity:
Medium
Description
Enter the items to purchase.
PurchaseOrder - Specification
Rule Name:
RuleSet:
ASupply | PurchaseOrder | PurchaseOrder

ASupply : 01-01-01
Details
Actors:
Any
Triggers:
Web Browser
Complexity:
Low
Description
Enter department information
RejectOrder - Specification
Rule Name:
RuleSet:
ASupply | PurchaseOrder | RejectOrder

ASupply : 01-01-01
Details
Actors:
Manager
Triggers:
Web Browser
Complexity:
Low
Description
Not Yet Defined
Fast Start Guide
87
Entity Relationship Diagram
Classes Referenced In Diagram: ACORP-Data-Order, Data-Party
Properties Referenced
Rule Name
Label
Mode
Type
RuleSet
AddShipping
AddShipping
Single Value TrueFalse
ASupply
ApprovalCode
ApprovalCode
Single Value Text
ASupply
BillCustomer
BillCustomer
ASupply
ContactInformation
ContactInformation
Page
ASupply
DepartmentName
DepartmentName
Single Value Text
ASupply
DepartmentNumber
DepartmentNumber
Single Value Text
ASupply
Order
Order
PageList
OrderDate
OrderDate
Single Value Date
ASupply
OrderTotal
OrderTotal
Single Value Decimal
ASupply
PaymentDate
PaymentDate
Single Value Date
ASupply
py ActionPrompt
Action
Single Value Text
Pega-WB
py AttachmentType
Attachment Type
Single Value Text
Pega-ProCom
py Caption
Window Caption
Single Value Identifier
Pega-RULES
py ConfirmationNote
Confirmation Note
Single Value Text
Pega-ProCom
py Description
Description
Single Value Text
Pega-RULES
py ElapsedStatusNew
Elapsed in Status New
Pega-ProCom
py ElapsedStatus Open
Elapsed in Status Open
Pega-ProCom
py ElapsedStatusPending
Elapsed in Status Pending
Pega-ProCom
py ID
Work ID
Single Value Text
Pega-ProCom
py IncludeSubCases
pyIncludeSubCases
Pega-EndUserUI
py Instructions
Instructions
Single Value Text
Pega-ProCom
Data-Party
ACORP-Data-Order ASupply
Fast Start Guide
88
Description:
Description:
Rule Name
Label
Mode
Type
py Label
Label
Single Value Text
Pega-ProCom
py Note
Routing/Transfer note
Single Value Text
Pega-ProCom
py OrigUserID
Originating User ID
Single Value Text
Pega-ProCom
py ProblemReason
Problem Reason
Single Value Text
Pega-ProCom
py RootCause
Root Cause
Single Value Text
Pega-ProCom
py Selected
Selection Flag
Pega-ProCom
py SLADeadline
SLA Deadline
Single Value DateTime
Pega-ProCom
py SLAGoal
SLA Goal
Single Value DateTime
Pega-ProCom
Single Value Text
Pega-UIEngine
py Specialty ComponentData pySpecialtyComponentData

py Status Customer Sat
Customer Satisfaction Status Single Value Text
Pega-ProCom
py Status Work
Work Status
Single Value Text
Pega-ProCom
py TemplateInputBox
InputboxTemplate
Single Value Text
Pega-UIDesign
py WorkIDPrefix
Work ID Prefix
Single Value Text
Pega-ProCom
py WorkParty
Parties
PageGroup
Pega-ProCom
Urgency Assign
Urgency of Assignment
Data-Party
ASupply
Common
Specifications shared by multiple work types
Security
Specifications dealing with authentication, authorization
Navigation
Description:
Specifications specific to getting between work types and general application processing
Description:
Specifications specific to managing lists of products, reference data tables, broadcast messages
Description:
RuleSet
DataManagement
SysAdmin
Specifications specific to managing operator profiles, calendars, skills, rule migration/promotion
Fast Start Guide
89
Requirements Matrix
Requirement
Category
External
ID
Status
Description
Linked To
Approval Level Business

Rule
Complete Pruchase requests are routed to managers based on total

dollar values as described in the corporate accounting
manual
ASupply 01.01.01 (
Application)
Purchase
Items
Business
Rule
New
The list of items an employee can request is based on the

employee's grade level.
ASupply 01.01.01 (
Application)
RejectReason Business
Rule
New
A list of reject reasons is presented to managers and

fulfillment operators who select from the list.
ASupply 01.01.01 (
Application)
Reports
List Views
Applies To
Name
ACORP-Data-Line Item
Details
DataTableClass Editor
Description
Added by wizard
RuleSet
ASupply
Summary Views
None found
Report Definitions
None found
Correspondence
Acknowledgement
Rule Name:
Applies to Class:
RuleSet:
Acknowledgement Email
ASupply : 01-01-01
Fast Start Guide
90
Integration
Services
None found
Connectors
None found
Decisions
Tables
VPApproveOrder
Rule Name:
Applies to Class:
RuleSet:
VPApproveOrder
ASupply : 01-01-02
Conditions
Actions
Fast Start Guide
91
Conditions
Actions
DepartmentName BillCustomer OrderTotal
Return
if
IT
>1000
True
else if
HR
>500
True
else if
Finance
=False
else if
Finance
=True
>200
True
else if
Legal
=True
>500
True
else if
Legal
=False
>200
True
True
Otherwise
False
Trees
Manager Review
Rule Name:
Applies to Class:
RuleSet:
ManagerReview
ASupply : 01-01-01
if .OrderTotal > 100 then RETURN review

otherwise RETURN noreview
Map Values
None found
Whens
ItemPrice
Rule Name:
Applies to Class:
RuleSet:
Logic:
ItemPrice
ACORP-Data-LineItemDetails
ASupply : 01-01-01
A0
A0: true = @(Pega-RULES:ExpressionEvaluators).compareTwoValues(.ItemName, "=", "Laptop")
Security
Access Group
ACORPApp:Administrators
Role Name
PegaRULES:SysAdm4
Pega-Feedback:PegaDeveloper
ACORPApp:BusinessAnalysts
PegaRULES:SysArch4
Pega-Feedback:PegaDeveloper
Fast Start Guide
92
Access Group
Role Name
ACORPApp:Managers
PegaRULES:WorkMgr4
ACORPApp:SystemArchitects
PegaRULES:SysArch4
ACORPApp:Users
PegaRULES:User4
ASupply:Administrators
PegaRULES:SysAdm4
PegaRULES:User4
PegaRULES:WorkMgr4
SLAs
None found
Activities
Applies To
Name
Description
RuleSet
Version
ACORP-Data-Order
Copy UnitPrice
Copy UnitPrice
ASupply
01-01-01
Purchase Order
ToVP
BPM Routing API: Assign

to Assigned Operator
ASupply
01-01-01
ASupply
getItemDetails
getItemDetails
ASupply
01-01-01
Properties
Applies To
Name
Description
Mode
RuleSet
Version
Details
ItemName
Item Name
String
ASupply
01-01-01
Details
Price
Price
String
ASupply
01-01-01
ACORP-Data-Order
ItemName
ItemName
String
ASupply
01-01-01
ACORP-Data-Order
LineItemTotal
LineItemTotal
String
ASupply
01-01-01
ACORP-Data-Order
Quantity
Quantity
String
ASupply
01-01-01
ACORP-Data-Order
UnitPrice
UnitPrice
String
ASupply
01-01-01
ACORP-FW-ASupplyWork-PurchaseOrder
AddShipping
AddShipping
String
ASupply
01-01-01
ApprovalCode
ApprovalCode
String
ASupply
01-01-02
ContactInformation
ContactInformation
Page
ASupply
01-01-01
Fast Start Guide
93
Applies To
Name
Description
Mode
RuleSet
Version
PaymentDate
PaymentDate
String
ASupply
01-01-01
Urgency Assign
Urgency of Assignment
String
ASupply
01-01-01
ACORP-FW-ASupplyWork
BillCustomer
BillCustomer
String
ASupply
01-01-01
DepartmentName
DepartmentName
String
ASupply
01-01-01
DepartmentNumber
DepartmentNumber
String
ASupply
01-01-01
ItemDetails
ItemDetails
PageList
ASupply
01-01-01
Order
Order
PageList
ASupply
01-01-01
OrderDate
OrderDate
String
ASupply
01-01-01
OrderTotal
OrderTotal
String
ASupply
01-01-01
Declaratives
Expressions
.LineItemTotal
Rule Name:
Applies to Class:
RuleSet:
.LineItemTotal .Order()
ASupply : 01-01-01
Execute this expression: Only when the top-level page is of the Applies To class
Calculate value: Whenever inputs change
Set .LineItemTotal = Value of .Quantity*.UnitPrice
.OrderTotal
Rule Name:
Applies to Class:
RuleSet:
.OrderTotal
ASupply : 01-01-01
Execute this expression: Only when the top-level page is of the Applies To class
Calculate value: Whenever inputs change
Fast Start Guide
94
Set .OrderTotal =
Triggers
None found
OnChange
None found
Constraints
None found
Specifications Matrix
Application
Work Type
Specification
ASupply
PurchaseOrder ApproveOrder
ASupply
PurchaseOrder ConfirmOrder
ASupply
PurchaseOrder EnterDeptInformation
ASupply
PurchaseOrder EnterItemInformation
ASupply
PurchaseOrder PurchaseOrder
ASupply
PurchaseOrder RejectOrder
Linked To Flow Shape
Fast Start Guide
95
Appe
endix B: The
e Designer S
Studio
o Toolb
bar
and Tab Bar
In the De
esigner Stud
dio, use the
e buttons on
n the toolbarr and tab ba
ar to work w
with rules
and data
a instances in
i your PRPC
C system.
Toolb
bar Butto
ons and
d Functio
ons
The spec
cific tools an
nd selection boxes that appear on tthe toolbar vary depending on
your role
e, the type of
o workspac
ce, and the contents
c
of the form an
nd list area. The
toolbar contains
c
only buttons both relevantt to the ope
en object an
nd available to you. If
a button does not appear or is unavailable (gray), the
e correspond
ding function
n is not
available
e to you in the current context.
c
Figure B-1 describes
s all of the buttons
b
thatt might appe
ear.
Name
Availabilitty
Buttton
Fu
unction
Op
pens the Availability dialog to change the av
vailability of th
he
rule. Select Yes, No/Draft Mode
e, Final, Blocke
ed, or Withdraw
wn to
sett the availabilitty of the rule.
Check In
Thiis button appears if:
The rule is located in a RuleSet that is

nt
under ru le managemen
The rule is currently ch

hecked out to y
you.
Aftter you check out

o a rule to wo
ork on it (in yo
our private
RuleSet), use this Check In buttton to copy th
he modified rule
e
ins
stance over the
e original one i n the public Ru
uleSet.
Check Ou
ut
Thiis button appears if:
The rule is located in a RuleSet that is

nt
under ru le managemen
erator ID settin
ngs allow you tto
Your Ope
check ou
ut rules
The rule
e is not currenttly checked outt to
you.
Creates a copy of
o the rule in yo
our private RulleSet and mark
ks
e original rule as checked ou t (locked). No one else can c
check
the
out a rule while it
i is checked ou
ut.
Delete
Deletes a rule or data instance..
Fast Start Guide
96
Name
Buttton
Fu
unction
Delete Ch
heck-
Deletes a checked-out rule from

m your persona
al RuleSet,
out
effectively cancellling the check

k out. The original instance is
s not
affected.
Draft On//Off
ck to toggle drraft mode on o r off. Elementss of this flow ru

ule
Clic
ma
ay reference ac
ctivities, flow a
actions, or othe
er objects not y
yet
deffined.
Favorites
Clic
ck to save a lin
nk to a rule to your My Favorrites menu, or to
dellegate a rule to
o another userr or group of ussers.
Help
Op
pens the help system at the h
help topic for th
he currently
dis
splayed rule or data form.
Launch
Mo
oves the curren
nt rule or data form into a separate, floating
bro
owser window with a copy off its own toolba
ar. This action lets
you
u compare two
o forms, or worrk with some in
nformation or
vallues in the maiin portal windo
ow and paste them into anoth
her
porrtal window.
New
Cre
eates a new ru
ule or data insta
ance of the sa me type as the
e
currrently open ru
ule or data insttance. To creatte a new rule o
or
datta instance of a different type
e, click the arrrow to display a
me
enu to select an
nother rule typ
pe.
Preview
Splits the worksp

pace to presentt a partial prev
view of the run
ntime
pearance of a rule in the botttom half of the
e split workspa
ace.
app
Private Check
Forr a privately ch
hecked-out rule
e in your perso
onal RuleSet,
In
cop
pies the modified instance ov
ver the originall instance in th
he
public RuleSet. After
A
you have performed a p
private check out,
ars if the condiitions that allow
w the rule to b
be
this button appea
ecked in to its base RuleSet a
and version arre present.
che
Private Check
Cre
eates a copy off a rule in yourr personal Rule
eSet. This disp
plays
Out
wh
hen you have th
he pxAllowPriv
vateCheckout p
privilege, the A
Allow
rule check out? checkbox
c
in you
ur operator ID form is selected,
e rule is not av
vailable for regu
ular checkout, and the rule
the
bellongs to a Rule
eSet that has tthe rule manag
gement facility
ena
abled.
Priv
vate check outt is not possibl e for a few rule
e types, such a
as
class rules. Also, you cannot prrivately check o
out a rule that
erride RuleSet..
bellongs to an ove
Reattach
Aftter Launch only

y. Closes the la
aunched windo
ow and consolid
dates
any
y open forms in the launched
d window with the main wind
dow.
Recover
Recovers the most recent versi on of a deleted

d rule, if the
RuleSet and vers
sion combinatio
on is unlocked..
Related Rules
R
Lists rules related

d to the curren
nt rule. Clicking
g displays a me
enu
tha
at lists lower-numbered versiions of the currrently open rule,
circ
cumstance and
d circumstance
e-date, editionss, and addition
nal
me
enu items.
Restore
Replaces the currrent checked-in

n copy of a rulle with the lastt
che
ecked-in copy of that rule.
Fast Start Guide
97
Name
Buttton
Fu
unction
Shows the XML document
d
that makes up the form displayin
ng
Rule Data
a
this instance. This is primarily a debugging to

ool.
Sta
arts execution or testing of th
he current rule
e, in the curren
nt
Run
con
ntext.
Save
Sav
ves the instanc
ce to the Pega RULES databasse.
Save As
Sav
ves the instanc
ce under a diffferent name, R
RuleSet, or vers
sion.
Show Jav
va
Aftter a rule is sav

ved, displays a
an approximati on of the
gen
nerated Java to
o be created b
by this rule insttance in a new
win
ndow. (You can
nnot alter this Java code.) Th
his button is visible
to developers wh
ho hold the priv
vilege @baseclass.ToolbarFulll.
Ava
ailable for activ
vities, when ru
ules, and strea m rules, amon
ng
oth
hers.
Figure B-1
1. Workspace
e Toolbar Butttons
Tab Bar
B Butto
on and Functio
ons
The tab bar identifie
es currently open rule or
o data insta
ances, the Instances lis
st, and
other dis
at the leftt and the Cu
splays. Tabs
s appear bettween the Home
H
icon
urrently
Open
, Refresh , and Close
e
icons. Click a tab to make it tthe front tab
b. For a
tab that represents a rule, hold the mouse pointer ove
er the tab to
o see the ty
ype, full
rule key,, RuleSet, and version information
i
of that rule
e.
Figure B-2 describes

s the persisttent tab barr buttons.
Name
Buttton
Home
Func
ction
Click to return to th
he Whats Happ
pening display and your home
view of the portal
Currently
y Open
Click to list all curre

ently open rule
es or other disp
plays in a droppecific form or
down menu. Select from the men u to bring a sp
ay to the front..
displa
Refresh
Click to refresh the Designer Stud

dio display and display the most
he system. Any
y inputs you have entered bu
ut
current data from th
ent are lost.
not se
Close
Click to close the cu

urrently open rrule form or oth
her display.
Figure B-2
2. Tab Bar Bu
uttons
Fast Start Guide
98
Appendix C: Workstation Setup

This Appendix describes setting up your PRPC workstation and includes information
about:
Temporary Internet file settings
Downloaded program files
Other security settings
Performance tips and keyboard shortcuts
Internet Explorer Settings

PRPC works with Microsoft Internet Explorer Web browser version 7, 8, and 9 with
current Microsoft security patches installed. To use the Designer Studio you must use
Internet Explorer. The Case Worker and Case Manager portals also support Firefox 2+
and Safari. Internet Explorer is also known as IE or MSIE, and serves as a thin client
for both application developers and application users. All pop-up blockers (such as
those provided by Yahoo! or Google toolbars) must be disabled.
Several settings are important for best use of MSIE with PRPC. In many cases, these
may correspond to the settings you normally use for Local intranet or other Local Zone
processing.
For additional settings not needed by most Fast Start Guide readers, select Help >
Developer Help to open the PRPC help system, and search for the topics How to set
up Internet Explorer 7 and How to set up Internet Explorer 8.
Temporary Internet Files Settings

PRPC uses HTTP 1.1 and marks pages as expired as appropriate. To set this property
in Internet Explorer version 7 and version 8, navigate to Tools > Internet Options >
General and click the Settings button under Browsing history. Select Automatically
in the Temporary Internet Files options.
The system responds best if your MSIE cache is enabled, because the cache can store
images and other static files locally. However, caching is not required.
Downloaded Program Files

PRPC uses a few ActiveX controls on the workstation. Each automatically downloads on
demand (only as needed) if permitted by your Windows network account and browser
settings.
If your Windows account has Power User or Administrator privileges, you can
download these controls. If not, another user with appropriate privileges can download
Fast Start Guide
99
them for you, by signing on and using PRPC briefly. (You do not need Power User or
Administrator privileges to run the ActiveX controls.)
From the Windows Control Panel, double-click Internet Options, or from Internet
Explorer, select Tools > Internet Options. On the Security tab, select the Local
intranet zone to confirm that you can download signed ActiveX controls. You can set
security for the Local intranet zone to Low, or you can select Custom level and enable
the download settings (Figure C-1 and Figure C-2):
Figure C-1. Download Enabled
Figure C-2. ActiveX Downloads Enabled
Other Security Settings

Typically, the PRPC server operates on a local area network (LAN) and appears in the
Local internet zone of Windows Internet Properties and Internet Explorer Internet
Options. You can adjust security settings for the Local internet zone without affecting
the security settings you want to apply for the Internet zone. The default Local
internet zone security setting of Medium or Medium-Low is generally appropriate for
PRPC use. Some special cases requiring customization are noted here.
Cookies PRPC uses cookies. Confirm that your browsers settings allow cookies.
Pop-up windows Certain portal operations use pop-up windows. Pop-up blockers
(such as the Google toolbar) may interfere with correct operation of these windows.
Scripting PRPC uses JavaScript. Applications based on PRPC may use VBScript or
JScript in addition to JavaScript. Users must have the ability to execute scripts in the
Local Zone. This is available under the Low setting for the Local intranet zone or as a
custom setting:
Fast Start Guide
100
Performance
e Tips an
nd Keyb
board Sh
hortcuts
s
Designerrs, develope
ers and userrs are most productive if they reme
ember these
e tips:
Do
o not use the browsers Back button or Back
k keyboard sho
ortcut. Do not use the
bro
owsers History
y capabilities to
o return to an earlier page. T
The older page
es may
contain stale info
ormation, and the
t
browsers Back and Histo
ory features may interfere
chronization.
witth session sync
Click the Refresh

h button
efresh button
Re
on the
t
Designer S
Studio tab bar, not the Intern
net Explorer
or the F5 ke
ey, to refresh tthe current display.
Pre
ess CTRL+F to
o search for tex
xt on a page.
Pre
ess CTRL+P to
o print the currrent page.
Click the Home Icon
at the left of the Dessigner Studio ta

ab bar to returrn to the
ome display.
Ho
Fast Start Guide
101
1
Appe
endix D: Ins
stalling the ASupp
ply
Appllicatio
on
This App
pendix descrribes how to
o install the ASupply ap
pplication. Yo
ou can download the
the Fast_
_Start_62SP
P2.zip and import the ASupply
A
app
plication into
o PRPC.
The Fastt_Start_62SP2.zip file contains
c
two
o files:
AS
Supply_V62SP2.jar the application a
archive to imp
port into PRPC
C
Fa
ast_Start_Guide_62SP2.pd
df this guid
de to working with PRPC a
and the
AS
Supply applica
ation
Installiing the AS
Supply Ap
pplication
The follo
owing proced
dure describ
bes how to import
i
the A
ASupply app
plication into
o your
PRPC sys
stem.
Dependin
ng upon the
e state of yo
our database
e, PRPC win
ndows may a
appear diffe
erently. To
install th
he ASupply application,
a
browse to the
t
location of the ASupply_V62SP
P2.jar file,
and then
n click Nextt throughoutt the Importt wizard to a
accept the d
defaults.
1. Open the Fast_Start_62SP2.zip and
d save the file
es to your loccal directory.
2. Log into yo
our PRPC sy
ystem using an
a operator ID
D and passwo
ord that has tthe
appropriatte privileges to
t import rules (for examp le, privileges similar to tho
ose given
by the Peg
gaRULES:Sy
ysAdm4 acces
ss role). The Designer Stu
udio opens.
3. In the Des
signer Studio,, select the Pega button (
Import & Export > Imp
port (Figure D-1).
D
) and th
hen click App
plication >
Figu
ure D-1. Desiigner Studio Import
I
Fast Start Guide
102
2
4. Brows
se to the ASupply_V62SP2
2.jar file and then click Ne
ext (Figure D--2).
Figure D-2.. Browse to .jjar file
5. Verify that ASupply

y_V62SP2.jarr is selected a
and then clic k Next (Figurre D-3).
Figure D-3.. Click Next
Fast Start Guide
103
3
6. Click Next
N
to updatte the databa
ase schema ( Figure D-4).
Figure D-4
4. Update dattabase schem
ma
7. When the import to

o the database is complete
e, click Next (Figure D-5)..
Figure D-5
5. Import to database
d
Fast Start Guide
104
4
8. Data is
s saved to the database. This
T
may take
e a few mom
ments. When tthis is
complete, click Nex
xt (Figure D-6
6).
Figure D-6. Import comp

plete
9. Log-ou
ut of PRPC. The
T ASupply application iss ready to usse in the hand
ds-on
exercise, beginning
g in Chapter 2 of this guid e.
Fast Start Guide
105
5
Appendix E: Contacting Pegasystems

This appendix describes how to contact Pegasystems for:
Education services
Documentation feedback
For more information about our company and products, visit our Web site at
www.pega.com.
Education Services
Pegasystems University of Pega offers a wide range of courses for our customers. For
course descriptions and contact information, go to
http://pega.com/services/university-of-pega/pega-education-services. University of
Pega offers both live classes and e-Learning courses. Courses can be presented at
customer sites also.
Documentation Feedback
Pegasystems strives to product high-quality documentation. If you have comments or
suggestions about this guide or about the sample ASupply application, send us an
email with the following information:
Document name, version number, and date it was updated (located at the bottom of
the copyright page)
Page number
Brief description of the problem
Send the email to: mailto:docteam@pega.com.

Note: This email address is for providing feedback on this guide and sample application
only.
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106

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PegaRULES Process Commander

Chapter 2: Using the Application ............................................................ 9

Chapter 3: Improving the Application ................................................. 22

Chapter 4: Updating the User Interface ............................................. 50

Chapter 5: Reviewing Your Application .............................................. 65

Chapter 6: Documenting Your Application ........................................ 67

Appendix A: Application Document for ASupply ............................. 70

Work Types ............................................................................................................................. 75

Appendix B: The Designer Studio Toolbar and Tab Bar ................ 96

Appendix C: Workstation Setup............................................................ 99

Appendix D: Installing the ASupply Application ........................... 102

Appendix E: Contacting Pegasystems ............................................... 106

Navigate within the Designer Studio.

Change the rules to reflect new steps in a business process.

Business Process Management

Reporting Providing real-time visibility of work in progress, work completed,

Fast Start Guide

Responding Communicating status, requests for information, and progress to the

Researching Accessing external systems and databases through connectors to

Resolving Completing the work and updating downstream systems promptly

Structure of This Document

Chapter 2 describes how to use the ASupply application.

Chapter 4 describes how to update the user interface.

Chapter 5 reviews all tasks you completed in the previous chapters.

Chapter 6 describes how to document your application using PRPC.

Appendix A provides the ASupply application documentation.

Appendix D describes how to install the ASupply application.

Appendix E describes how to contact Pegasystems for education services and

Fast Start Guide

Knowledgebase and Community

Microsoft Word 2002 or later (required to produce the Application document).

Microsoft Internet Explorer (IE) version 7, 8, or 9 with current Microsoft security

Fast Start Guide

Figure 2-1. PRPC Log

2. Log into the systtem as Wor

Fast Start Guide

Fiigure 2-2. ActtiveX Controll Warning

This portal layou

Fast Start Guide

Figure 2-5. New Purchase Order

Figure 2-6. Purchase Order Request P-1

7. Click the Close icon

Fiigure 2-7. Purchase Order

An Urgency value is a numb

Note: You can exit from the ASup

Fast Start Guide

Adding Items to Your Purchase Order

Figure 2-8. Enter Item Information Section

Fast Start Guide

4. Click the Add a row icon

Fiigure 2-9. Purchase Order

Fast Start Guide

Fiigure 2-10. Confirm

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Figure 2-11. Location of Request

to cllose the You

Fast Start Guide

Figure 2-12. Shipping Information

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Figure 2-13. Pending-App

In the ASupply Purchase Order proce

Fast Start Guide

Approving the Purchase Order Request