Skip to main content

Defining default data sources

Suggest edit Updated on May 11, 2022

Provide explicit sources of information for your cases by defining default data pages that an application uses to retrieve case information. When you expand your application by creating objects that interact with your case type or data object, such as case references, those objects load data from the data pages that you set as default. As a result, data management in your application is more transparent and easier to analyze.

For example, you can define Contact information as a default data page for an Expand account case type. Then, when you create objects that interact with this case type, the system prompts the Contact information data page as a default data source for the new object.
Before you begin: Create a data page that stores information in a structure that meets your business requirements. For more information, see Creating a data page.
  1. Navigate to the element of your application for which you want to define a default data source:
    ChoicesActions
    Add default data sources to a case type
    1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
    2. In the case working area, click the Settings tab.
    3. In the settings pane, click Default data sources.
    Add default data sources to a data object
    1. In the navigation pane of App Studio, click Data.
    2. In the Data objects section, click the data object for which you want to define default data sources.
    3. Click the Settings tab, and then in the settings pane, click Default data sources.
  2. Define the sources that your application uses to fetch information:
    • To define a default data page that loads information, in the Default record lookup Data Page list, select a data page that you want to use.

      You can select only data pages of a page structure.

    • To define a default data page that loads information in the form of a list, such as a list of office locations that are available for users, in the Default list Data Page list, select a data page that you want to use.

      You can select only data pages of a list structure.

    • To define a savable data page that loads information and that you can use to update and save case information, in the Default save Data Page list, select a data page that you want to use.

      You can select only savable data pages.

  3. Click Save.
Result: At run time, an application sources information from a default data page that you provide. Additionally, when you create a case reference, an application uses a default data page of a target case as a source of information. For more information, see Referencing a case type.For example: The following figure shows Expand account case type settings with Contact information as a default data page. The figure also shows a dialog box with the configuration to create a new field in an Offer opportunity case type. The field is of a case reference type and references the Expand account case type. Because Contact information is a default data page for the Expand account case type, the case reference uses this data page as a source of information by default.
Default data sources
Default data sources in case type settings and in a field in another case type.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us