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Out-of-the-box portal features for creating and managing cases

Suggest edit Updated on November 5, 2021

Out-of-the-box features in portals help users plan work efficiently and complete common management tasks.

Pega Platform provides a variety of ready-to-use custom pages that cover common work scenarios.

Out-of-the-box portal features in the Theme UI-Kit applications

FeatureDescription
NewEnables users to start a new case, which is an instance of one of the case types defined in your application and added to the New navigation menu item.

For more information, see Creating cases.

Dashboard (available only in the Case Manager portal)Provides quick insight into key work metrics.

You can customize the dashboard by changing its layout and adding widgets, such as charts or shortcuts to reports and frequently used resources. You can add widgets, such as Pulse, to your dashboard. For more information, see Dashboard widgets. You can also share your dashboard with your team. For more information, see Sharing a dashboard with your team.

Dashboards are customizable by end users. For more information, see Enabling dashboard personalization for a portal, Configuring your dashboard, and Dashboards.

Dashboard in the Case Manager portal
Dashboard in the Case Manager portal in a Theme UI-Kit
                                            application
My WorkProvides quick access to the cases and assignments of users.
My Work view in the Case Worker portal
My Work view in the Case Worker portal listing the
                                            cases assigned to the user
PulseDisplays users' message feed from the Pulse gadget.
Pulse gadget in a case
Pulse gadget displayed in a case in a Theme UI-Kit
                                            application

For more information, see Configuring Pulse for case types and Collaborating with users by using Pulse.

SpacesLists and helps users manage collaboration spaces.

For more information, see Collaborating with users by using spaces

DocumentsLists application documents that users create or follow.

For more information, see Collaborating on shared content by using documents.

My TeamsDisplays the users in your team (a workgroup in Dev Studio ) and the number of their open assignments.

For more information, see Creating a team and Configuring teams.

Reports (available only in the Case Manager portal)Provides quick access to reports in the application.

For more information, see Report Browser features and Editing a report.

TagsLists tags added by application users.

For more information, see Tagging a case and Find cases faster with improved case tags

Following (available only in the Case Manager portal)Displays a responsive list of work items that you currently follow.

For more information, see Following a case.

My Cases (available only in the Case Worker portal)Displays all the open cases to which you are a party.

For more information, see Generating the navigation menu for a portal, Organizing the contents of a portal, Creating the main menu for a portal, Editing a page of an application and Portals and pages.

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