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Why?

This article is written in response to a question on the User Experience Expert Circle discussion.

The question wanted to show Tags in Insights (Explore Data) with filtering.

Constellation Knowledge

It requires a combination of different Constellation knowledge areas, and is a good demonstration of advanced use cases:

• Insights
• Association rules
• Advanced associations (joining multiple data sources)
• Relevant Records
• Promoted Filters
• Tags widget in Pega

Purpose and Functionality

Pega's case tagging is designed to provide flexible classification and collaborative case management. Tags can be used to classify, manage, and report on cases in a preferred way, promoting both flexibility and collaboration among case workers. The system supports hierarchical tag organization, which can help replace your client's 32 different icons with a more structured and searchable approach.

The tagging functionality integrates seamlessly with Pega's case management framework, allowing tags to be used not only for visual identification but also for business logic, prioritization rules, and automated processing based on external system statuses.

Implementation Steps

This explanation assumes that we’re starting from the beginning. At a high level, the steps are:

1. Add tags to your case type(s)
2. Add association rule to the Tag data so it can be used in Insights (Explore Data)
3. Mark the fields in the Tags data object relevant, so they can be reported on via Insights (Explore Data)
4. Add the Association explicitly for use in Explore Data
5. Create an Insight with Promoted Filters

1. Enable tags on your Case Type(s)

1. Open your Case Type
2. Navigate to the UX Tab
3. Remain on the Full Page View, scroll down to the Utilities Menu
4. Add the Tags widget

2. Association rule to enable access in Insights (Explore Data)

When you reference data that stored outside your case, you require an Association to access this data. This is fields like Data Reference, Operator Reference and Case Reference.

Basically, we store an ID of the data being used, then you are looking up all the other details about data. These save storing huge amounts of data inside the case.

If you have a look at the Out of the Box (OOTB) Insights you can see we provide a few for you already: Create Operator, Update Operator and Owner.

1. Navigate to Dev Studio
2. Open the Records menu on the left-hand side
3. Right-click on Data Model and select Create > Association

   1. 

       

4. Create a new rule, called Tags, in your work class. E.g. MyOrg-DemoApp-Work (in my example)
   1. By putting it at Work class instead of Work-CaseTypeName, you are making it available for all cases

   2. 

       

5. Click “Convert to advanced configuration” as we need to do multiple joins here
6. Complete the form as below

   1. 

       

   2. Classes
      1. class = Data-Social-Tag
      2. with 2 joins
         1. TagLink prefix for  Link-Tag class
         2. Tags prefix Data-Social-Tag class
   3. Edit the conditions for both joins
      1. TagLink should be as below, .pzInsKey = TagLink.pxLinkedRefFrom
      2. Tags should be as below, Tags.pzInsKey = TagLink.pxLinkedRefTo
7. Save your rule

3. Mark fields relevant

1. Navigate to Dev Studio (if not already there)
2. Click the App menu on left hand side
3. Explore the class Data-Social-Tag
4. Expand Data Model
5. Expand Property
6. Left-click to open pyTagName
7. Go to Actions on the rule form, and click “Mark as relevant record”
   1. ​​​​​​​My image below, it is greyed out, as I have already done this (you can only do this once). In your example, it will be active and selectable.

4. Add the Association explicitly for use in Explore Data

Simple association rules are automatically included in Explore Data for use in Insights. However, more complex ones, require you to add this to Explore Data landing page – a feature that is not well known.

1. In either App or Dev Studio navigate to your Channels (and Interfaces)
2. Open any User Portal you have created, default is typically “Work Portal)
3. Navigate into the landing pages
4. Open the Explore Data landing page
5. On the right-hand side, add your case(s) you want this feature to appear
6. Click the gear icon
7. Add the association for Tags we just created

5. Create an Insight with Promoted Filters

Now we bring it all together.

1. Open Explore Data
2. Explore the case type you want to create the Insight for
3. In the Columns configuration add the Tags > Tag Name field
4. In the Promoted Filter configuration add the Tags > Tag Name field
5. For a better UX (in my opinion)
   1. Click the configuration of this Promoted Filter
   2. Select edit filter
   3. Click Display as Picklist
6. Submit
7. Now test it out! If you’re happy either save this insight, add it to a Landing Page or a Dashboard for the users to use.