Out-of-the-box portal features for creating and managing cases
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 Cosmos applications
Feature | Description |
Create | Enables 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. |
Home | Provides 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. For more information, see Home. |
Explore Data | Contains react-based reporting tools for data and case
types. For more information, see Explore Data and Visualizing data with insights. |
Search | Helps you control what data is available for the Search and
Reporting Service (SRS). For more information, see Search and Reporting Service. |
Dashboard | 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. Dashboards are customizable by end users. For more information, see Dashboard management. |
Spaces | Lists and helps users manage collaboration spaces. For more information, see Collaboration with users by using Spaces |
Reports | Provides quick access to reports in the application. For more information, see Report Browser and Editing a report. |
Documents | Lists application documents that users create or follow. For more information, see Collaborating on shared content by using Documents. |
My Work | Provides quick access to cases and assignments of the user. |
Pulse | Displays users' message feed from the Pulse
gadget. For more information, see Configuring Pulse for case types and Collaborating with users by using Pulse. |
Tags | Lists tags that application users add to cases. For more information, see Case tagging and Creating suggested tags for cases. |
Teams | Displays 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 navigation for a portal, Creating custom menus, Summary panel views, and Creating a landing page for an application.
Out-of-the-box portal features in the Cosmos React applications
Features | Description |
Create | Starts 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. |
Home | Provides 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. The Home page in a Cosmos React application is a curated experience. Consequently, the application designers specify what users see when they log in. For more information, see Home. |
Dashboard | A React-based landing page that uses the dashboard template. The
Cosmos React dashboard component is a
curated experience. Consequently, it is the application designers
who specify what users see when they log in. Personalization at run
time is not possible. For more information, see Configuring a dashboard. |
My Work | Provides quick access to cases and assignments of users. |
Explore Data | Contains React-based reporting tools for case types. For more information, see Explore Data and Visualizing data with insights. |
Search | Helps you control what data is available for the Search and
Reporting Service (SRS). For more information, see Search landing page overview. |
Tags | Lists tags that application users add to cases. The widget requires additional configuration. For more information, see Configuring the Tags widget and Case tagging. |
Followers | Shows the list of users who track the progress of a certain
case. For more information, see Following a case. |
Attachments | Supports adding files and links to assignments. For more information, see Categorizing case attachments. |
Related cases | Shows the list of cases that are related to a certain case. The widget requires additional configuration. For more information, see Configuring the Related cases widget and . |
Stakeholders | Shows the list of users who are the first points of contact for a
certain case. The widget requires additional configuration. For more information, see Configuring case participants. |
Case operator | Includes the name of the user who submits an assignment. The widget does not require additional configuration and is ready to use by default. |
Case history | Shows details about assignments in the form of a table. For example, the information includes names of users who perform actions in an assignment. The widget does not require additional configuration and is ready to use by default. |
Pulse | Provides users with a message feed in which to communicate with
each other. The widget does not require additional configuration and
is ready to use by default. For more information, see Collaborating with users by using Pulse and Configuring Pulse for case types. |
For more information, see Configuring portals, Organizing the contents of a portal, Organizing the main navigation for a portal, Learning about pages, Configuring a full view, Widgets in Cosmos React, and Feature limitations in Cosmos React.
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