Creating a data page to save data

Use a save plan to make a data page save data to a system of record without using an activity.

For example you can use a data page in a step in your process to edit a customer’s address by referencing the data page from the step and listing it as a data page to save on the flow action.

The following save plans are available:

  • Database save – Use this option to save data to a database.
  • Activity – Use this option to create logic to persist data to any system using any supported integration connector option, for example, REST, SOAP, and so on.
  • Robotic automation, and Robotic desktop automation – Use these options when you are using robotic automation or robotic desktop automation to source your data page to write updated data back to the external system of record, or when you need to use robotics to meet other business needs.
  1. After you create a data page, open the Defintion tab in the data page rule form.
  2. In the Structure field, select how you want the data in the data page to be structured.
  3. In the Object type field, enter or select the class that the data page applies to.
  4. In the Edit mode field, select Savable.
  5. In the Scope field, select the scope through which the data page can be accessed.
  6. Complete the fields in the Data sources section to identify the source of the data to populate the data page.
    1. In the System name field, enter the name of the system that is associated with the data source.
    2. In the Source field, select the type of source that the data comes from.
  7. To process the data after it loaded, in the Post load processing field, enter or select the name of an activity to process the loaded data.
  8. In the Save type field, select the plan that you want to use to save the data.
  9. If you selected Database save:
    1. In the Class name field, enter or select the class whose data you want to persist.
    2. If the class in the Class name field is different than the class of the data page, in the Data Transform field, click the rule opener icon to create a Data Transform using a template. This data transform maps the data page class to the Class name field.
    3. Optional: In the Validate rule field, enter or select a validate rule.
  10. If you selected Activity, in the Activity name field, enter or select the name of the activity to use to save the data. You can use this option to create logic to persist data to any system, such as a REST service.
    Note: If you use an activity save plan, do not set the WriteNow parameter because its value is passed in to the activity.
  11. If you selected Robotic automation, enter the name of the case type on which the Assign to robot queue smart shape is configured.
  12. If you selected Robotic desktop automation, enter the robotic automation ID that was created when the automation was developed in Pega Robotics Studio.
  13. Optional: Click +Add save option to create another save option for this data page.
  14. Click Save.
  15. Choose one of the following ways to use the savable data page in your application: