A data object is a template for describing an entity through fields, such as name and
address. Depending on your business needs, data objects can reference a list or a single
record, and source their information from internal or external databases. This flexibility
of approach ensures optimal reuse and better data management.
Case and data objects produce the following fields:
Case reference
Single or multiple records from a selected case type. Case references can
refer to other cases or data objects. For example, in a mortgage request
case, you can use a case reference to call an Appraisal case. Alternatively,
you can use a case reference to refer to the borrower, a data object. At run
time, case references are displayed as a contextual link.
Data reference
Single or multiple records from a selected data page. In a mortgage request
case, you can use a data reference provide the user with a list of available
mortgage types. At run time, data references are displayed as a contextual
link.
Embedded data
User-supplied data such as a name and address that is stored and sourced
from inside a case instance or a work object. For example, in a mortgage
request case, you can use embedded data to store the borrower's monthly
income or employment history. Supports single and multiple records.
Query
A data page or view that is not sourced from inside the case type. The data
page defines parameters that the Query data relationship is configured to
use. Unlike a data reference, the query field does not require a key. A loan
application might use a query field to source information on the current
prime mortgage rate.
For more information on data objects, see the Pega Academy article Data relationships.
Configuring a single-record reference field
Simplify the structure of your application by reusing data in different contexts.
Case and data reference fields help you efficiently reuse resources without detailed
knowledge about how the system stores data.
For example, in a mortgage application, a Get appraisal case
reference can fetch data about the house appraisal if the user enters the ID of the
related case.
Add the key of the reference field to the Edit
view of your application. For more information, see Configuring forms.
Note: This setting is available for
Autocomplete and Dropdown
displays.
In the Conditions section, define additional properties
for your field, for example, visibility.
For example:
In this scenario, the single-select field is displayed as a table and users can
select only one product from the list.
Configuring a list of records reference field
Help users access complex data in a convenient way. Case and data reference lists
help you source data from your application and display that information in a table where
every row represents a field in a record, or a combo-box.
For example, in a credit card fraud investigation app, a
Transactions data reference can produce a list of all the
transactions that are recorded for a given credit card. The customer can study the
details of each transaction, such as their time and location, in the table columns, and
mark the transactions that are fraudulent for further investigation.
Add the key of the reference field to the Edit
view of your application. For more information, see Configuring forms.
Note: This setting is available for
Combo-box.
In the Conditions section, define additional settings for
your field, for example, visibility.
For example:
In this scenario, the multi-select field is displayed as a table and users can select
multiple products from the list.
Configuring an embedded data field
Create a UI that helps you gather and store case-related data in reusable lists.
Embedded data fields are best suited for a list of records that the user enters manually.
For example, in a loan application, you can use a list-based embedded data field to collect
the user's employment history.
In the Column to take up remaining
width list, select the column that you want
to expand to fill the remaining space on the screen.
Field group
Select Field group.
In the Select view item list, select
the data object view that you want to display on the
tab.
Note: The embedded data field group only supports editable
views and forms. Consequently, details views are not
supported.
In the Item label field, define the
text that appears as the header for each field group.
For example: When you set the Item label
field to Job, the system displays
Job 1, Job
2 etc, over each iteration of the field
group.
In the Conditions section, define additional properties
for your field.
For example: Set Allow adding, deleting, and reordering records
to Never to prevent users from changing records displayed
by the embedded data field.
For example:
In this scenario, the list-based embedded data field is displayed as a table and a
field group. Users fill in the employment information or add new rows to the table,
and the system converts that information into records in the embedded data
object.
Configuring query fields
Obtain data from other applications or systems by configuring query fields.
A query field references a data page that retrieves data from a specified data source
and caches that data in memory. This approach allows citizen developers to benefit from
external data without detailed knowledge of database architecture.
For
example, you can use a query field to display information about current interbank rates in a
loan application.
In the Column to take up remaining
width list, select the column that you want
to expand to fill the remaining space on the screen.
Field group
Select Field group.
In the Select view item list, select
the data object view that you want to display on the
tab.
In the Item label field, define the
text that appears as the header for each field group.
For example: When you set the Item label
field to Currency, the system
displays Currency 1,
Currency 2, and so on,
above each iteration of the field group.
In the Conditions section, define additional settings for
your field, for example, visibility.