Move past traditional CRM systems to a true journey-enabled, customer engagement suite. Learn how Pega is helping enterprises revolutionize their customer engagement with end-to-end automation and real-time AI on the only unified CRM platform.
Serve, satisfy and engage every customer with digital customer service.
Customer Decision Hub
Infuse real-time AI into every customer engagement
There’s nothing artificial about Pega’s proven AI. This always-on brain gets results. Using pragmatic artificial intelligence and decision management, you can improve response rates by up to 6X, NPS by 30 points, and get ROI as high as 500%.
We’re creating an environment where we know our customers individually, and we want to use what we know to really understand what’s important to them – so we can be there in the moments that matter.
Watch Birgit König, Ph.D., CEO, Allianz Health Germany, share how the Pega platform meets rapidly changing customer expectations.
Move past traditional CRM systems to a true journey-enabled, customer engagement suite. Learn how Pega is helping enterprises revolutionize their customer engagement with end-to-end automation and real-time AI on the only unified CRM platform.
We’re creating an environment where we know our customers individually, and we want to use what we know to really understand what’s important to them – so we can be there in the moments that matter.
Watch Birgit König, Ph.D., CEO, Allianz Health Germany, share how the Pega platform meets rapidly changing customer expectations.
Move past traditional CRM systems to a true journey-enabled, customer engagement suite. Learn how Pega is helping enterprises revolutionize their customer engagement with end-to-end automation and real-time AI on the only unified CRM platform.
We’re creating an environment where we know our customers individually, and we want to use what we know to really understand what’s important to them – so we can be there in the moments that matter.
Watch Birgit König, Ph.D., CEO, Allianz Health Germany, share how the Pega platform meets rapidly changing customer expectations.
The foundational use cases that are unifying the worlds of adtech and martech.
Omni-channel customer journeys are increasingly recognized as the best practice standard by which organizations need to define, implement, and measure their marketing strategy and assign marketing spend. Maintaining advertising technology (adtech) and marketing technology (martech) silos creates technology, organizational, and capability gaps—preventing us from effectively driving toward coherent, profitable, and delightful customer experiences across both owned and paid media, throughout the entire customer life cycle. And yet, with the growing maturity of data management platform (DMP) implementations—combined with greater adoption and utilization of decision management platforms—these two unique worlds of adtech and martech can be bridged, with pre-built technology solutions that deliver new, previously unachievable use cases. By combining powerful DMP technology with advanced AI, marketing organizations can optimize ad spend, reduce attrition, improve acquisition rates, and increase revenues.
Download this whitepaper to learn about:
The growing importance and demands of a unified adtech and martech world
Four foundational use cases for unifying your DMP
The role of decisioning technology
The unified DMP solution offered by Merkle | Comet and Pega® Customer Decision Hub, Pega’s decisioning technology—providing a bi-directional integration of your third-party DMP and marketing technology
Category:
First tag
Sales Automation and Stuff
CRM
White Paper
Pega.com
The foundational use cases that are unifying the worlds of adtech and martech.
Omni-channel customer journeys are increasingly recognized as the best practice standard by which organizations need to define, implement, and measure their marketing strategy and assign marketing spend. Maintaining advertising technology (adtech) and marketing technology (martech) silos creates technology, organizational, and capability gaps—preventing us from effectively driving toward coherent, profitable, and delightful customer experiences across both owned and paid media, throughout the entire customer life cycle. And yet, with the growing maturity of data management platform (DMP) implementations—combined with greater adoption and utilization of decision management platforms—these two unique worlds of adtech and martech can be bridged, with pre-built technology solutions that deliver new, previously unachievable use cases. By combining powerful DMP technology with advanced AI, marketing organizations can optimize ad spend, reduce attrition, improve acquisition rates, and increase revenues.
Download this whitepaper to learn about:
The growing importance and demands of a unified adtech and martech world
Four foundational use cases for unifying your DMP
The role of decisioning technology
The unified DMP solution offered by Merkle | Comet and Pega® Customer Decision Hub, Pega’s decisioning technology—providing a bi-directional integration of your third-party DMP and marketing technology
Category:
First tag
Sales Automation and Stuff
CRM
White Paper
Pega.com
The foundational use cases that are unifying the worlds of adtech and martech.
Omni-channel customer journeys are increasingly recognized as the best practice standard by which organizations need to define, implement, and measure their marketing strategy and assign marketing spend. Maintaining advertising technology (adtech) and marketing technology (martech) silos creates technology, organizational, and capability gaps—preventing us from effectively driving toward coherent, profitable, and delightful customer experiences across both owned and paid media, throughout the entire customer life cycle. And yet, with the growing maturity of data management platform (DMP) implementations—combined with greater adoption and utilization of decision management platforms—these two unique worlds of adtech and martech can be bridged, with pre-built technology solutions that deliver new, previously unachievable use cases. By combining powerful DMP technology with advanced AI, marketing organizations can optimize ad spend, reduce attrition, improve acquisition rates, and increase revenues.
Download this whitepaper to learn about:
The growing importance and demands of a unified adtech and martech world
Four foundational use cases for unifying your DMP
The role of decisioning technology
The unified DMP solution offered by Merkle | Comet and Pega® Customer Decision Hub, Pega’s decisioning technology—providing a bi-directional integration of your third-party DMP and marketing technology
Category:
First tag
Sales Automation and Stuff
CRM
White Paper
Pega.com
The foundational use cases that are unifying the worlds of adtech and martech.
Omni-channel customer journeys are increasingly recognized as the best practice standard by which organizations need to define, implement, and measure their marketing strategy and assign marketing spend. Maintaining advertising technology (adtech) and marketing technology (martech) silos creates technology, organizational, and capability gaps—preventing us from effectively driving toward coherent, profitable, and delightful customer experiences across both owned and paid media, throughout the entire customer life cycle. And yet, with the growing maturity of data management platform (DMP) implementations—combined with greater adoption and utilization of decision management platforms—these two unique worlds of adtech and martech can be bridged, with pre-built technology solutions that deliver new, previously unachievable use cases. By combining powerful DMP technology with advanced AI, marketing organizations can optimize ad spend, reduce attrition, improve acquisition rates, and increase revenues.
Download this whitepaper to learn about:
The growing importance and demands of a unified adtech and martech world
Four foundational use cases for unifying your DMP
The role of decisioning technology
The unified DMP solution offered by Merkle | Comet and Pega® Customer Decision Hub, Pega’s decisioning technology—providing a bi-directional integration of your third-party DMP and marketing technology
Category:
First tag
Sales Automation and Stuff
CRM
White Paper
Pega.com
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Pegasystems Launches Pega Community to Empower Anyone to Create Better Software
New community fosters collaborative approach to developing Pega apps for both experienced and new developers
LAS VEGAS – June 5, 2018 – Pegasystems Inc. (NASDAQ: PEGA), the software company empowering customer engagement at the world’s leading enterprises, today announced Pega Community, an open online community empowering Pega users of all experience levels to build better software without coding. This new community allows anyone – from novice to expert – to access the latest resources and tutorials to unlock the power of Pega Infinity™, Pega’s next generation digital transformation suite.
As organizations race to digitally transform their businesses, people with the skills to rapidly create the required solutions are in high demand. Pega Community aims to change how software gets built and redefine who gets to build it by providing an engaging educational resource for Pega’s no-code development environment. From business users to veteran developers, the site offers valuable resources to quickly drive successful digital transformation projects from start to finish. Members can stay current with Pega technology, enhance existing skills, and take their careers to the next level. Pega Community allows developers to network with each other to share ideas and discuss projects, while providing Pega clients with a prime resource to find people with the necessary skills needed for their next project.
Find out what's new
Pega Community is open today and offers the following:
Pega Launchpad: New Pega users can engage with several core ‘missions’ to help familiarize them with Pega and accelerate their learning – at their own pace. These missions include a look at key Pega capabilities such as artificial intelligence (AI) and robotics; designing effective applications to meet users’ goals; tips on leveraging Pega Community; and more. Users will soon be able to earn badges they can attach to their profiles as they complete courses, learn new skills, and quickly gain confidence to develop solutions on their own.
Pega Community Profiles and ”Find a Pega Pro”: Newly expanded profile pages enable Pega Community members to build their personal Pega brand and connect with other developers and potential employers. Profiles include project history, areas of expertise, and availability status for new projects. Additionally, users can showcase their achievements with their official verified Pega certifications, as well as badges earned from completing courses, attending events and seminars, demonstrating product knowledge, and more. Through the new “Find a Pega Pro” tool, Pega’s industry-leading clients – representing some of the most successful companies in the world – can search within their own organizations to find available Pega developers who match the skills and qualifications they’re seeking. This tool will help Pega Community members looking for their next project to market their skills and find exciting new career opportunities.
Project Hub: Project Hub gives users a comprehensive, centralized source of information, guidance, and tools needed to run successful Pega projects. These continuously updated resources – from basic to advanced articles, to templates and role-specific resources – bolster success by helping users accelerate projects, ensure app quality and relevance, and drive agility. The information is structured around the project lifecycle and key capabilities for fast and easy reference. For the first time, users have access to all the delivery insights cultivated from more than 35 years of Pega consulting projects.
Pega Community will be debuted during today’s keynote presentation at PegaWorld — Pega’s annual conference being held through June 6 in Las Vegas. To join Pega Community, please visit https://community.pega.com/.
Quotes & Commentary
“AI and automation technologies have generated tremendous hype, but the potential within the enterprise remains largely untapped,“ said Don Schuerman, chief technology officer and vice president, product marketing, Pegasystems. “Organizations must augment their human intelligence with AI across the entire organization in order to move beyond basic efficiency improvements. By deploying AI and automation with an end-to-end view in mind, businesses can move closer to fulfilling their customer centric vision.”
All trademarks are the property of their respective owners.
The information contained in this press release is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described remains at the sole discretion of Pegasystems, Pegasystems specifically disclaims any liability with respect to this information.
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What you'll learn
The growing importance and demands of a unified adtech and martech world
Insert Event Description Here. Phasellus molestie magna non est bibendum non venenatis nisl tempor. Suspendisse dictum feugiat nisl ut dapibus. Mauris iaculis porttitor posuere. Praesent id metus massa, ut blandit odio. Proin quis tortor orci. Etiam at risus et justo dignissim congue. Donec congue lacinia dui, a porttitor lectus condimentum.
What you'll learn
The growing importance and demands of a unified adtech and martech world
What Aflac is Learning About Consumer Expectations Through Monitoring Tech Disruptions
Date and Location
June 4, 2018, 2:00P - 4:00P
MGM Grand Hotel, Room 2046
Speaker(s)
Alan Trefler
President and CEO
Pegasystems
Micheal Hines
President
Cisco
Winifred Gomez
Vice President
Accenture
Insert Event Description Here. Phasellus molestie magna non est bibendum non venenatis nisl tempor. Suspendisse dictum feugiat nisl ut dapibus. Mauris iaculis porttitor posuere. Praesent id metus massa, ut blandit odio. Proin quis tortor orci. Etiam at risus et justo dignissim congue. Donec congue lacinia dui, a porttitor lectus condimentum.
What you'll learn
The growing importance and demands of a unified adtech and martech world
Join Pega thought leaders, customers, and partners from around the world and explore the power of Pega firsthand.
Featured Pega Events
Conference | June 3-6, 2018
PEGAWORLD 2018
We get it. Plenty of events promise big things, or to make dreams come true. At our flagship
event, PegaWorld, we definitely think big - but we also empower you with the technology and
know-how to turn ideas into actual results.
Customer engagement, digital transformation - where do you stand? Which technology is best?
Artifical Intelligence? Robotics? The Customer Engagement Summits offers you the opportunity to
meet your peers, talk to experts, listen to business experiences and turn your digital
transformation into a reality!
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Styling details of the form fields such as font size may appear slightly different. That should not be reason to fail this during QA - the correct sizes will be pulled in when the site is updated to use the latest 1.x version of Bolt.
The Pega Communications and Media team is hosting a meeting room at Mobile World Congress - the world's
largest gathering for the mobile industry. Visit us in Hall 2, stand C31MR at the Fira Gran Via conference
facility in Barcelona, Spain. View the event page to request a meeting in advance.
The Pega Communications and Media team is hosting a meeting room at Mobile World Congress - the world's
largest gathering for the mobile industry. Visit us in Hall 2, stand C31MR at the Fira Gran Via conference
facility in Barcelona, Spain. View the event page to request a meeting in advance.
The Pega Communications and Media team is hosting a meeting room at Mobile World Congress - the world's
largest gathering for the mobile industry. Visit us in Hall 2, stand C31MR at the Fira Gran Via conference
facility in Barcelona, Spain. View the event page to request a meeting in advance.
The Pega Communications and Media team is hosting a meeting room at Mobile World Congress - the world's
largest gathering for the mobile industry. Visit us in Hall 2, stand C31MR at the Fira Gran Via conference
facility in Barcelona, Spain. View the event page to request a meeting in advance.
The Pega Communications and Media team is hosting a meeting room at Mobile World Congress - the world's
largest gathering for the mobile industry. Visit us in Hall 2, stand C31MR at the Fira Gran Via conference
facility in Barcelona, Spain. View the event page to request a meeting in advance.
The Pega Communications and Media team is hosting a meeting room at Mobile World Congress - the world's
largest gathering for the mobile industry. Visit us in Hall 2, stand C31MR at the Fira Gran Via conference
facility in Barcelona, Spain. View the event page to request a meeting in advance.
We’re creating an environment where we know our customers individually, and we want to use what we know to really understand what’s important to them – so we can be there in the moments that matter.
At Pega, we’re obsessed with being unified. Our mobility, real-time AI, robotic automation, BPM, and case management are best in breed – go ask the analysts. But we didn’t cobble this together from pieces of dead companies – we built it from the ground up on a unified, enterprise-ready architecture.
When you don’t have to waste time feeding the Frankenstack, you can focus on stuff that matters: designing awesome customer experiences. Automating your most complicated processes. Innovating in ways that disrupt the market.'
The growing importance and demands of a unified adtech and martech world
Four foundational use cases for unifying your DMP
The role of decisioning technology
The unified DMP solution offered by Merkle | Comet and Pega® Customer Decision Hub, Pega’s decisioning technology—providing a bi-directional integration of your third-party DMP and marketing technology
The finished page should be different from what is shown here in the following ways (consider the Invision comps canonical in these respects):
* It should have an optional negative top margin to overlay the band above it
* At mobile breakpoints, the form should overlay the whole screen
Styling details of the form fields such as font size may appear slightly different. That should not be reason to fail this during QA - the correct sizes will be pulled in when the site is updated to use the latest 1.x version of Bolt.
Register now
(all fields are required)
Location Details
This Is The Place Where The Event Is Happening
123 Sesame St.
New York, NY 10012
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Hear From Our Industry Leaders
Stanley Wheeler
Executive Director, My Company
Show more
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the example below can still serve as the source-of-truth for the finished product.
Robotic Process Automation (RPA) is not going to transform your business by itself. Up to half of initial RPA projects fail. Combine robotics with powerful end-to-end automation and you can jump on the RPA bandwagon without becoming a statistic.
Automation is a Journey
At Pega, we’re obsessed with being unified. Our mobility, real-time AI, robotic automation, BPM, and case management are best in breed – go ask the analysts. But we didn’t cobble this together from pieces of dead companies – we built it from the ground up on a unified, enterprise-ready architecture.
When you don’t have to waste time feeding the Frankenstack, you can focus on stuff that matters: designing awesome customer experiences. Automating your most complicated processes. Innovating in ways that disrupt the market.'
Whitepaper
Anthem: Service Desktop
Anthem debuts its next-generation service desktop, driving frictionless customer experiences.
321% ROI in less than 12 months. 75% cost savings. 75% productivity improvements. These are transformational outcomes. Getting there takes more than just a few robots. You need one unified automation engine.
Use business process management to orchestrate people and systems. Deploy RPA to take repetitive work out of your operation. Use case management to manage it all from end to end.
You define service level agreements, route work, and apply rules and advanced intelligence. You can jumpstart with RPA, sure – but you’ll be able to fly past the 20% improvement companies see from robotics alone.
Why? Because Pega’s capabilities are unified on one platform. No duct tape. No wiring a bunch of things together. You think about outcomes from end to end. Your technology should be able to get that end to end work done.
Whitepaper
Anthem: Service Desktop
Anthem debuts its next-generation service desktop, driving frictionless customer experiences.
Imagine if you could give back five minutes of every employee’s day. You can if you free them from wrangling across systems and process siloes for information. How? Software robots that automate the desktop tasks that frustrate your people and slow them down. We call these “productivity bots.”
Productivity bots collaborate with your employees to bridge systems and process siloes. They do work like tabbing, searching, and copying and pasting – so your people can focus on your customers.
Leveraging productivity bots that simplify the employee experience injects instant ROI into your business. In just two to three weeks you'll turn all your service agents, back-office workers, or front-line sellers into productivity ninjas. They’ll be happier. You’ll be happier. And your customers will be happier.
Whitepaper
Anthem: Service Desktop
Anthem debuts its next-generation service desktop, driving frictionless customer experiences.
It’s 3 p.m. Do you know how your employees are doing? What are they struggling with? What best practices have they discovered? How do you help them be more effective?
You might have KPIs, but do you know what contributes to those KPIs? What systems are effective? What workarounds your employees are taking? New apps get deployed, processes change, regulatory environments shift – it’s the never-ending cycle of change. You need continuous insights to measure the impact of these changes.
Pega Workforce Intelligence captures insights at the desktop. It gets you the details of how work gets done. It uses real-time AI to tell you what systems and processes are getting in the way of employee productivity.
Because once you know the details, you can act. And that makes all the difference.
Whitepaper
Anthem: Service Desktop
Anthem debuts its next-generation service desktop, driving frictionless customer experiences.
Mainframes without APIs? CRM and other mission critical apps? You can’t automate if you can’t connect to the systems that matter. Pega gives you the tools you need to bridge the last mile of integration. It’s everything you need to wrap and renew your enterprise applications.
Productivity bots collaborate with your employees to bridge systems and process siloes. They do work like tabbing, searching, and copying and pasting – so your people can focus on your customers.
Leveraging productivity bots that simplify the employee experience injects instant ROI into your business. In just two to three weeks you'll turn all your service agents, back-office workers, or front-line sellers into productivity ninjas. They’ll be happier. You’ll be happier. And your customers will be happier.
Whitepaper
Anthem: Service Desktop
Anthem debuts its next-generation service desktop, driving frictionless customer experiences.
As organizations continue to collect software robots, the speed of application updates accelerates, and the application of artificial intelligence broadens. Sooner or later, you’ll get caught up in a management nightmare if you have not considered how to provide consistent oversight and governance over bots, cognitive or not.
Pega’s enterprise process transformation platform helps orchestrate complex processes, and the Pega Customer Decision Hub supports deterministic rules in addition to advanced adaptive analytics. Rest assured regulatory compliance is maintained across the enterprise.
Capabilities such as auto self-documentation ensure an audit trail is maintained of all activities so compliance risk is minimized and required reporting is streamlined and automated.
Whitepaper
Anthem: Service Desktop
Anthem debuts its next-generation service desktop, driving frictionless customer experiences.
Digital technology is changing how clients engage with insurers.
Remember the old days when customers could only conduct business either in person or over the phone? Now insurers need to be able to engage via the internet, mobile devices, email, call center, customer service agents, virtual voice assistants, chatbots, and whatever devices come next. Channels are evolving constantly and customers expect insurers to keep up. They expect you to meet them on their channel of choice and not the other way around.
Why are expectations so high? Insurance consumers, both retail and commercial, are already experiencing real-time service across multiple channels from their banks, retailers, suppliers, third-party information services, etc. They are looking at the insurance industry and asking, "Why can’t my insurer do this?" They are expecting an informed and personalized experience every time they engage with you.
The reality is, customer service is not about how many channels you have – it’s about how you service your customers across those channels.
Most insurers have implemented the ability to connect with clients and agents over many of the above-mentioned channels, but a customer’s experience often varies from channel to channel. If a customer switches channels, they likely have to start from scratch and must repeat their problem and information again. This can be frustrating for both the consumer and the insurance provider.
However, this problem can’t be fixed with the old method of just "throwing more people at it." Instead, to provide real-time, contextual service that meets and exceeds customers' expectations, insurers should leverage strategic investments in digital technology that connect their channels and data, plus core functionality that's leveraged across all channels.
There are three changes insurers need to make right now to create a proactive, digital, client-focused platform for customer engagement.
1. Empower 1-to-1 engagement with real-time AI:Artificial Intelligence can help provide the personalized engagement that insurance consumers value. By analyzing and applying machine learning to each customer’s historical, cross-channel data you will be able to anticipate client needs, provide proactive service, and grow the value of your relationship with each client. Two of the most effective applications of AI in the insurance industry are powering intelligent virtual assistants, like chatbots, or providing guided next best actions to call center agents. AI helps insurers provide consistency with established internal policies and guidelines, and personalized service.
2. Connect the front and back office with end-to-end robotic automation and case management: Bridge the gap between your back-end legacy systems and your digital front end by connecting data and workers using robotic process automation (RPA) and case management. RPA automates data integrations and eliminates the tedious search / copy / paste of a customer’s history across process silos that typically slow down productivity. Case management orchestrates this data with your processes, people, robots, and applications to adaptively manage customer journeys to completion.
3. Unite experiences across channels: Engage with customers and maintain the context of a conversation across a variety of channels and devices by making omni-channel access a priority. This means integrating multi-channel systems with case management and re-using functionality across channels to create a single, connected conversation with customers.
Change doesn’t have to take multiple years or costs millions of dollars.
These three changes can significantly increase the opportunity for consumer retention by providing a frictionless, digital consumer experience. To start, plan for and focus on customer journeys and outcomes. Then combine out-of-the-box product capabilities with an agile methodology.
Insurers are already realizing tremendous business value and return on investment from engaging with customers on their preferred channel, connecting conversations across digital ecosystems with case management, robotics, and end-to-end automation, and using AI as a guide for personalized, client-centric, outcome-driven experiences.
In her role as Director and Insurance Industry Principal, Kate Fowler, helps Pega’s clients optimize their operations, solve business challenges, and leverage digital technology to drive business strategy.
Pega protects your revenue by proactively predicting churn, then delivering hyper-personalized next best actions that retain customers, buiild long-term loyalty, and reduce discounts.
Total Retention Benefit: $207,500,000
Your churn rate today10%
Your churn rate with Pega Customer Decision Hub9%
Number of additional customers retained100,000
Cost avoidance of replacing churned customers20,000,000
Revenue loss avoidance with Pega Customer Decision Hub187,500,000
Upsell and Cross-Sell Benefits
Upsell and Cross-Sell Benefits
Make selling more empathetic.
With Pega’s real-time decisioning you’ll know when a customer is in-market, and how to convert the sale. You’ll trigger relevant offers at exactly the right time - increasing your accept rates and maximizing customer lifetime value.
Total Uppsell/Cross-sell Benefit: $220,833,333
Your current value of a customer$1,875
Your value of a customer with Pega Customer Decision Hub$1,897
Percent increase in customer value from improved upsell/cross-sell presentation and conversion rates1%
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The Certified System Architect (CSA) certification is for developers and technical staff members who want to learn how to develop Pega applications. This certification provides a baseline measurement on your knowledge of Pega applications. The CSA 7.4 exam includes scenario questions, multiple choice questions and drag/drop items. If multiple answers are required, the text states how many responses are needed.
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Module
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Module
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Mission Test
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Mission Exercise
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Challenge
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Mission
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Module
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Module
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Mission Test
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Mission Exercise
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Challenge
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Mission
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Before beginning the challenge, you must launch your own Pega cloud environment.
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Fig. 1: This is Bill. He is awesome.
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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.
How to update a rule
System architects often secure rulesets to prevent unauthorized or unintended changes to rules. When you edit the rules in a secured ruleset, you either check out the rule or perform a private edit.
Rule check out and check in
The check-out feature is used to manage changes to rules when multiple developers work on an application. This feature allows a system architect to update a rule while preventing updates by other system architects. Rule check-oLorem ipsum dolor sit amet, consectetur adipiscing elit.
Praesent commodo interdum risus, id semper lorem varius ut. his updates the application ruleset with a new version of the rule. When updating a rule in App Studio, App Studio automatically manages the check-out/check-in process for you. Mauris accumsan nisi massa, a ultricies lacus tristique ac. Etiam ullamcorper ante nisl, non consectetur diam pulvinar sed.
Mauris hendrerit sem ex, eu finibus tellus vehicula eget. Etiam massa lacus, ornare et dapibus vehicula, facilisis eget sem. Nulla tincidunt dui nunc, quis laoreet augue pretium ac. Fusce ac felis eu velit lacinia tincidunt.ut creates a copy of a rule in a ruleset that is only visible to you, called a personal ruleset.
Checking out a rule
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Checking out a rule creates a copy of the original rule in your personal ruleset and prevents other system architects from checking the rule out until you check in your changes.
The personal ruleset occupies the top spot in the ruleset stack. The rules in your personal ruleset override rules in the rest of the application. This allows you to test your changes to the rule without affecting other system architects.
In the Dev Studio header, click the Checkouts icon to view a list of the rules you have checked out. After you update the rule and test the changes, you check in the rule. This updates the application ruleset with a new version of the rule.
Checking in a rule
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Checking out a rule creates a copy of the original rule in your personal ruleset and prevents other system architects from checking the rule out until you check in your changes.
The personal ruleset occupies the top spot in the ruleset stack. The rules in your personal ruleset override rules in the rest of the application. In the Dev Studio header, click the Checkouts icon to view a list of the rules you have checked out. After you update the rule and test the changes, you check in the rule. This updates the application ruleset with a new version of the rule. After you update the rule and test the changes, you check in the rule. This updates the application ruleset with a new version of the rule. When updating a rule in App Studio, App Studio automatically manages the check-out/check-in process for you. When updating a rule in App Studio, App Studio automatically manages the check-out/check-in process for you. This allows you to test your changes to the rule without affecting other system architects.
Private edit
A private edit provides a nonexclusive check out of a rule. This allows other system architects to edit a rule at the same time. Private edits are useful for quick debugging without interrupting development by other team members. This option is not available in App Studio.
It is a best practice to lock older versions of a ruleset in order to prevent changes. For rules in a locked ruleset, a lock icon is displayed on the rule form.
Data type best practices
A private edit provides a nonexclusive check out of a rule. This allows other system architects to edit a rule at the same time. Private edits are useful for quick debugging without interrupting development by other team members. This option is not available in App Studio.
Quick Filters (Best of Content)
Quick filters are an alternative way to display the traditional search facets (checkbox based).This is just example code. It will become obsolete once the relevant CSS and JS are moved to the www theme. Please reference the latest code in the www theme as the source of truth.Important Notes:This is a minimal component with a few CSS classes.JavaScript and js-* classes are required. Example is shown in the code snippet below.
Demo
Twig
Not available in Twig. Please use plain HTML.
HTML
<form>
<div class="c-www-quick-filters">
<div class="c-www-quick-filters__list-wrapper js-www-quick-filters-scroll-wrapper">
<ul class="c-www-quick-filters__list js-www-quick-filters-scroll">
// Render each quick filter as a list item.
<li class="c-www-quick-filters__list-item">
<input type="checkbox" id="filter-id" class="c-www-quick-filters__input">
<label for="filter-id" class="e-bolt-button e-bolt-button--secondary e-bolt-button--small">Filter label</label>
</li>
</ul>
</div>
<div class="c-www-quick-filters__more">
// Assemble "more filters" button and modal here. The modal would contain all possible filters.
// {% include '@bolt-elements-button/button.twig' with {
// content: 'More filters',
// size: 'small',
// hierarchy: 'secondary',
// icon_before: icon_filter,
// attributes: {
// type: 'button',
// 'data-bolt-modal-target': '.js-bolt-modal',
// },
// } only %}
// {% include '@bolt-components-modal/modal.twig' with {
// attributes: {
// class: 'js-bolt-modal',
// },
// ...
// } only %}
</div>
</div>
</form>
The docs show that mapping each style option to a specific tag and class is possible, but we need to figure out if it can do attributes as well. Otherwise, we'd have to make sure our web components can work without any attributes.
