Write Clean Biz Logic: Top Tips(Report definition)

Report definition

Writing business logic in Pega involves combining rule types and best practices to define your application’s behavior based on specific requirements. Here’s a structured approach to writing business logic in Pega.

Advanced Rule Types and Techniques

1.Decision Trees and Decision Tables:

These rule types are powerful for modeling complex decision-making processes:

  • Decision Tables: Useful for representing rules with multiple conditions and outcomes in a tabular format.
  • Decision Trees: Ideal for hierarchical decision logic where conditions lead to branching paths.

 

2.Advanced Activities:

Beyond basic sequences, Pega allows for more sophisticated activities:

  • Subflows: Encapsulate reusable sequences of steps within activities for modular design.
  • Integration Activities: Perform integrations with external systems or services directly within activities.
  • Java and .NET Steps: Incorporate custom Java or .NET code where standard Pega functionality doesn’t suffice.

 

3.Data Management Techniques:
  • Declare Pages: Store and manage data for specific contexts within your application.
  • Page List and Page Group: Handle collections of data efficiently within activities and other rule types.
  • Data Pages: Cache and manage frequently accessed data to improve application performance.

Governance and Performance Optimization

 Report definition
Report definition
1.RuleSet Management:

Organize your rules into RuleSets to manage versioning, access control, and deployment:

RuleSet Versions:

Manage different versions of rules to support parallel development and testing.

RuleSet Hierarchies:

Define inheritance relationships to control rule resolution across applications.

2.Performance Optimization:
  • Rule Resolution: Understand how Pega resolves rules and use circumstancing to tailor behavior based on conditions.
  • Rule Caching: Optimize performance by caching frequently used rules and data pages.
  • Bulk Processing: Utilize batch processing and bulk data handling techniques where applicable to improve efficiency.

PEGA  system- avoid creating your activities for any implementation or development

Try to use OOTB activities.

Furthermore, Try to achieve the same by using Alternative rules like Report definition, case management techniques, data transformation, declarative rules  etc….

Reports : 

Reporting can be done using a rule called ‘Report Definition’. Additionally, this rule provides a structured way to define and generate reports based on specified criteria and data sources.

We have to create a report definition rule in the tables class in order to retrieve the data.

Execute a report :

Features : 
Export to PDF: Data will get exported to PDF document.
Export to Excel : Data will get exported to excel. This  can be downloaded.

To display reports of charts, we must have at least one summary column.

More information : Using charts tab of RPT we can display it like pie charts, for this we must have at least one summary column.
Business Users (Manager) can access the  reports using Report Viewer :

Once we create report definition, we need to add this  report under some category and make it available in report viewer browser.

We can retrieve the data joining two or more tables using report definition Data Access Tab.

Different Type of joins as shown in above picture:

  1. Class joins (Matching Keys)
  2. Index joins (To join with index Tables)
  3. Association joins (Introduced from PEGA 7- This is like a reusable join rule).

Firstly, you can schedule a report to run in the background and send an email attaching the report results in XML format or PDF format.

Subsequently, you can accomplish this using the report browser.

In addition, you can call the report definition rule from.

  1.  Dropdown
  2. Section using Table Layout
  3. Auto Complete

When we execute a report definition, the OOTB activity that runs in the background, is “pxRetriveReportData”.

The best practice is to Avoid  activities whenever possible. When we want to use activity always look for using.

  • 1.OOTB (predefined) rules.
  • 2.Then go for below alternate rules. Report, D pages, Decision rules, Declarative rules, Case Type, Data Transform etc……

Conclusion

Thus, By leveraging these advanced techniques and best practices, you can effectively design, implement, and maintain robust business logic in Pega applications, ensuring alignment with business goals and responsiveness to changing requirements.

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