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

Suggest edit Updated on November 26, 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. For example, you can set up a Teams page to help users quickly find all the teams with which they work, or an Explore Data page that features reporting tools for data and case types.

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, Views for cases, and Organizing the main menu for a portal.

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. Dashboards are customizable by end users. For more information, see Configuring your dashboard.

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 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, Building portals, Portals and pages, and Editing a page of an application.

Out-of-the-box portal features in the Theme Cosmos applications

FeatureDescription
CreateEnables users to start a new case, which is an instance of one of the case types that is defined in your application and added to the Create menu.

For more information, see Creating cases.

HomeProvides users with a quick overview of the application. You can populate the home page with out-of-the-box widgets, such as Pulse, App announcements, and To do list, as well as fields and views that best meet the needs of your business.Note: Unlike a traditional Pega Platform dashboard that the end user can customize, the Home page in a Theme Cosmos application is a curated experience. Consequently, it is the application designers who specify what users see when they log in.

For more information, see Home.

Explore DataContains react-based reporting tools for data and case types.

For more information, see Explore Data and Visualizing data with insights.

SearchHelps you control what data is available for the Search and Reporting Service (SRS).

For more information, see Search and Reporting Service overview.

DashboardProvides 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.

Dashboards are customizable by end users. For more information, see Dashboard management.

SpacesLists and helps users manage collaboration spaces.

For more information, see Collaborating with users by using spaces

ReportsProvides quick access to reports in the application.

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

DocumentsLists application documents that users create or follow.

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

My WorkProvides quick access to cases and assignments of the user.
PulseDisplays users' message feed from the Pulse gadget.

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

TagsLists tags that application users add to cases.

For more information, see Case tagging and Creating suggested tags for cases.

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.

For more information, see Configuring portals, Organizing the contents of a portal, Organizing the main menu for a portal, Creating custom menus, Case views, and Creating a landing page for an application.

Out-of-the-box portal features in the Cosmos React applications

FeaturesDescription
CreateStarts a new case, which is an instance of one of the case types that are defined in your application.

For more information, see Creating cases.

HomeProvides users with a quick overview of your application. You can populate the home page with out-of-the-box widgets, such as Pulse, App announcements, and To do list, as well as fields and views that best meet the needs of your business.Note: Unlike a traditional Pega Platform dashboard that the end user can customize, the Home page in a Cosmos React application is a curated experience. Consequently, it is the application designers who specify what users see when they log in.

For more information, see Home.

My WorkProvides quick access to cases and assignments of users.
Explore DataContains React-based reporting tools for case types.

For more information, see Explore Data and Visualizing data with insights.

SearchHelps you control what data is available for the Search and Reporting Service (SRS).

For more information, see Search landing page overview.

For more information, see Configuring portals, Organizing the contents of a portal, Organizing the main menu for a portal, Learning about pages, and Configuring the case page.

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