 Harness in Pega
Creating a harness in Pega for an optimal workflow involves several key steps. Start by navigating to Records > User Interface > Harness and clicking Create. Define properties such as label and class. Design the layout using sections and containers, and include relevant sections using Section Include. Configure the action area for necessary controls and apply consistent styling through skin rules.
Detailed Steps for Creating a Harness in Pega
Harnessing in Pega
1. Navigating to the Harness Creation
- Accessing the Designer Studio: Log into Pega and navigate to the Designer Studio. From there, go to Records > User Interface > Harness.
- Initiating Creation: Click on Create and provide the required details.
2. Defining Harness Properties
- Label and Identifier: Choose a descriptive name for your harness to indicate its purpose (e.g., CaseSummaryHarness).
- Class: Specify the class to which this harness will be applied. This helps in associating the harness with the appropriate case types or data objects.
- Template Selection: If your organization has predefined templates, select one that fits your needs. Templates offer a foundation with preconfigured layouts and styles.
3. Designing the Layout
- Sections and Containers: Drag and drop sections and containers to build the skeleton of your harness. Use containers to group related sections logically.
- Dynamic Layouts: Implement dynamic layouts to manage responsive behavior. Use Inline Grid Double, Inline Grid Triple, and Dynamic Layout Group for complex structures.
4. Including Relevant Sections
- Section Includes: Reuse existing sections by including them in your harness. This promotes consistency and reduces redundancy.
- Data Pages and Property References: Link data pages or specific properties to your sections for dynamic data rendering.
5. Configuring the Action Area
- Action Controls: Add buttons, links, or other actionable items. For instance, a Submit button for finalizing data entry or a Cancel button to exit without saving.
- Event Handling: Define actions for each control. For example, configure a button to execute a save action or launch a local action.
6. Applying styling
- Skins and CSS: Apply skins to maintain a uniform look and feel. Customize the skin rules if necessary to match your branding guidelines.
- Responsive Design: Ensure your harness adapts to different screen sizes. Test on various devices to confirm responsiveness.
7. Testing the Harness
- Preview Mode: Use the preview functionality to test the harness in a sandbox environment.
- Live UI Tool: Employ the Live UI tool to make real-time adjustments and view the effects immediately.
8. Optimizing for Performance
- Efficient Layouts: Avoid deep nesting of dynamic layouts. Simplified structures often perform better.
- Async Data Loading: Use Data Pages with Load-Management set to Asynchronous for non-critical data.
- Minimize client-side scripts: Excessive JavaScript can slow down the UI. Use Pega’s declarative processing wherever possible.
In Pega harness is a UI rule. This Harness holds sections. Harness defines the appearance and processing of work object forms or portals.
Portals are of 5 types.
1. Left; 2. Right; 3. Up; 4. Down. 5. Work area
- Every user interface that gets loaded in PRPC is defined or created using the Harness Rule Type.
- In a work object life cycle, PRPC uses three different OOTB harness rules for work object forms.
Harnessing in Pega
New -> Perform -> Confirm
1.New: This is responsible for creating work objects on clicking the Done button. This is an editable harness.
2.Perform: This harness loads at every assignment. This is responsible for performing an assignment. This harness loads the Flow Action and Submit buttons. This is an editable harness.
3.Confirm: This harness gets loaded when there is no assignment to perform. This is a read-only harness. This can be used to display the summary of WO data.
4.Review: This is a read-only harness. To review the work object data and re-assign it for modifications. This is for internal system usage. Any user-defined harness that is read-only will be treated as a review harness.
Note:
- Starting from PEGA 8.5, we have introduced the latest harness, “pyCreate.” Specifically, for the assignments that get loaded at the create stage, the flow action gets loaded into the “pyCreate” harness.
- Moreover, in all subsequent stages, for the assignments, the flow action gets loaded into the “perform” harness. Consequently, this ensures a streamlined process throughout different stages.
- Additionally, using these harnesses optimizes the workflow significantly. Furthermore, this update enhances overall efficiency.
- Therefore, it is crucial to understand the transition between the “pyCreate” and “perform” harnesses. Lastly, implementing these changes will lead to improved productivity.
Conclusion
By following these steps, you can create efficient, user-friendly harnesses in Pega that optimize workflows and enhance productivity. First, start by navigating to Records > User Interface > Harness and clicking Create. Next, define properties. Then, design the layout using sections and containers. Additionally, include relevant sections with Section Include. Moreover, ensure that each step is followed carefully. Furthermore, take advantage of Pega’s features to enhance the harness. Consequently, this will lead to a well-structured harness. Finally, review your work for any improvements.
Then, configure the action area, apply consistent styling via skin rules, and subsequently test the harness in Pega using preview and Live UI tools. Furthermore, optimize performance by minimizing dynamic layouts and using asynchronous data loading. Additionally, adhering to best practices like modular design, consistent naming, and accessibility ensures a seamless user experience. Consequently, these steps will help you create an efficient and effective harness in Pega.