User Interface

What is User Interface?

ON make my tirp or any other website,there are UI elements using which a user
inteacts with the application

ON amazon,a user can buy products using UI elements

During the time a user interacts with the application it can lead to many outcomes

In traditional Application,what is Architecture?

3 tier application
1-UI-User/customer will interact with UI
2-Business logic /server-User actions are processed with logic/code.
3-Database-Store the data related to the application

In traditional model suppose an applicaiton has to be built

TCS building an application for buying digital courses.

If traditional model is adopted,

A team will need to be recruited by TCS to built the Application.

Project Name-Digital Course

Project Members-Database--Database Developer,database Administrator,Junior

developer,Analyst.

Business Logic/server Team--Backend Developer,System Engineer,Network

Administrator,Senior Engineer

UI-Front end Developer,web developer,web designer,UI developer etc,.

All the components in the architecture are separated in traditional model.

What about PEGA?

In Pega,a

What is UI-Fields you are creating

Business logic/code--RULES
Database-PEGA DATABASE,Customer etc,.

In pega,you do not need to study everything separately.

System architect-Single certification covers all the concepts of database ,UI and
business logic(Rules)

Now in traditonal approach

database developer-he will have database certification----Oracle certification is
very popular.

Business logic/code---java,python certification,Spring,shift(apple application)

UI----React,Angular etc

All the team members need to have expertise on different technologies.

But in Pega,Everyone will knows Everything.

This reduces the cost of delivering project and increase productivity.

Our focus is on UI?

In pega,what is user called??

operator

For any operator--->Access Group--->Provide application access and portal access.

Access group is required to provide access to application.

Pega has different methods to show UI from traditonal approach.

1) Portal---->Portal is the entry point to the application.Example--APP

studio(Author Access Group),Dev studio(Author Access Group),User portal(User Access
Group),Admin Studio(customizied/added in any access group)

2) Harness---Harness organizes or displays the content inside the portal.

4 types of Harness.

1) Create Harness--- Connected with create stage(Default stage).

Buttons and UI elements are present within
harness by default.

2) Perform Harness--- Connect with approval,Collect information steps

Different Buttons like
approval,reject,cancel,submit all of that are shown to the user.

3) Confirm Harness----When the case has reached the end.

4) Review Harness----- for stages where field are being reviewed ie,. read only.

Inside Harness, there are SECTION.

What is section?

Section is the VIEW which the user is able to see when the case is running.

Section displays the portion of form.

Harness-->

Configure view is for basic UI configuration.

For advanced u must open SECTION rule for the FORM STEP.

All the fields and controls are displayed inside the layout.

Controls are text input,dropdown,AutoComplete,Paragraph,Buttons,

If u create a step without configure view,Will there be a section created???

No

Only when configure view is created then only section will appear
Second case

Custom section---A new rule section rule is created

Now will this appear when the case is created??

NO

what you need to do??

Open process---->Click on connector--->Flow action gear icon---->Define Section in

section box

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What is the name of the section created using configure view???

Step name is the name of the section created using configure view and it can be
edited by opening the section name=Step name inside app explorer just like delivery
details i edited by adding checkbox and button.

Hierarchy of UI in pega

Operator--->Access Group---->PORTAL--->HARNESS--->FLOW ACTION--->SECTION----

>LAYOUT/FORM(CONTROLS/FIELDS/PROPERTIES)

Dynamic UI

It is used to make the UI elements visible based on conditions

For example--- IN few Applications

1) If a person is married only,then further data need to be entered.

Like Spouse Name,No.of.children

2) Similarly,if you are applying a loan

Then based on type of loan interest rates are displayed.

3) Experience details if selected

Company Name
Designation need to be entered

All of that in PEGA can be achieved through Dynamic UI

Where it can be done,Inside section.

Requirements

Based on Marital status

Following fields must be visible else hidden

condition-1: When marital statud is married

Spouse name and no of children should be visible
condition-2: When marital statud is single
Spouse name and no of children should not be visible.

if expression is used to check the marital status no need to press save

If using when rule then only when save button is pressed,fileds/controls will be
visible

Action-Event

To be used whenever certain controls need to be visible based on selection of other

controls.

actions can be configured inside Section-->Control Properties--->Actions tab

Depending upon the actions chosen such as click,change,double click etc., the
corresponding event will be triggered and selection will update

Multiple actions can be configured for a single event

Also Multiple

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Channels means customer can interact with PEGA through different mediums.

Those medium are known as channels

For example

ZIA in zomato will use my issue request to trigger some action

Suppose,I say to ZIA- Oh, where is my order??

What will ZIA chatbot do?

it will display a list of possible action?

which order??

what is issue??

order is late.

do you want refund?

Yes,definintely

This is automated conversation

CITI BANK

Citi bank will have a chatbot on the application where the user will intereact with
the citi bank.

Suppose,For Citi Bank---Johnny Bravo

Customer will say---I want a loan Johnny

What will happen?

johhny will launch/running a case/

-------------------------
PDF AUTOMATION

During a case,what the user will see?

Section

if there is a loan request and at the end of it, a PDF document is to be sent to
the user

Why PDF is used??

We can directly use mail then why pdf is used??

example---

In mail it can be forward to many people/can be reshared.

if there is an doc,it can be locked.

the detail