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

Updated on May 11, 2022

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

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.

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 Collaboration 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 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

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.

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.

DashboardA 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 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.

TagsLists tags that application users add to cases.

The widget requires additional configuration. For more information, see Configuring the Tags widget and Case tagging.

FollowersShows the list of users who track the progress of a certain case.

For more information, see Following a case.

AttachmentsSupports adding files and links to assignments.

For more information, see Categorizing case attachments.

Related casesShows 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 .

StakeholdersShows 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 operatorIncludes the name of the user who submits an assignment. The widget does not require additional configuration and is ready to use by default.
Case historyShows 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.
PulseProvides 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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