As a followup, I created a new template for each application (in its own ruleset) following this quickstart guide: https://community.pega.com/knowledgebase/articles/quick-start-creating-dashboard-template. I assigned each application its own template.

The problem is, it doesn't save and show the template for each application, just the last one set.
Example)
 I set app1 dash template = template1.
 I set app2 dash template = template2.
 When i goto app1, the template shown is template2....which is the wrong set of widgets.

If it wasn't designed to do this, can you suggest another approach so i can allow users to switch between apps and only see the app specific widgets in the dashboard.

Thanks for your help.

Hi,

The dashboard in Express and other dashboards from Pega are by default user specific, not application specific. That's what most of the customers need. That's why our out of box solution for Dashboard is to save user-specific dashboards instead of application-specific. Having said that as you mentioned in your follow up posts, its possible to achieve having dashboards per access groups. But that's an advanced use-case of Dashboards and not quite related to Express.

Anyways you can save the rule from where you have the action (for example navigation rule) to load the dashboard in your application ruleset. In that, you can update the parameter of UserDashboardCategory to something unique. With that, you will get a unique dashboard in that application. But initially, it will be empty without any gadget. However, if you need to default your dashboard to have specific initial data then simply modify the pyDefautUserDashboard data transform in your app context. Hopefuly this will be helpful.

Regards,

Suman

Hi Arun, 

You can achieve this using File Listener. Please go through this link https://community.pega.com/knowledgebase/articles/how-set-file-service-and-file-listener to know more about file listener. This article was written for an older version of Pega but most of it still holds good. If you need further help with this feel free to raise more questions about File listener under Integration topic.

Regards,

Suman

Hello,

For creating a mobile application using Express you can follow this video tutorial. https://community.pega.com/video-library/building-custom-mobile-app-pega-express. I hope it will clear all your doubts. 

I didn't understand the second question. Could you please elaborate?

Regards,

Suman

Hi Abhinav,

Activity rules provide you with one way to automate the processing of work using a procedural, program-like approach. While to some who have programming experience, activities appear to be a natural, general purpose and flexible way to create rules, activities can quickly become complex to analyze, debug and maintain. Thus, activities should be used judiciously only when there are no other, more appropriate rule types. For example, instead of using a series of activity steps, use a Declare Expression rule to calculate declaratively, rather than procedurally. Similarly, for data manipulation, we can use a Data transform instead of Activity. In the example you have given, you should consider using a data transform instead of an activity.

Regards,

Suman

Hi Rajasekhar, 

The link is giving steps which are valid for an older version of Pega (7.2.1). In 7.3 layout tab is not available while configuring the view. You can update the view directly at runtime. That will give you a WYSIWYG UI authoring experience. For that, you can follow the below steps. 

• Make sure editing is on.

• Select a case type name from the + New menu to create a case.

• Reach the collect info step which you would like to edit
• Click on Configure this view which is shown with a small pencil icon.
• In the right panel, click Change template to switch the existing layout to any of the standard or custom predefined design templates.

I hope this would help.

Regards,

Suman