Pega CSSA Cheat Sheet for OOTB
Rules
Activities
Activity Purpose Key Details
pxTransferAssignme Transfers assignments to Ensure appropriate
nt another user/workbasket parameters like Operator ID
are passed.
pxNotify Sends notifications to Configure email account
users rules for email notifications.
pxCreatePDF Generates a PDF of a Prerequisite: Configure PDF
section settings in DSS.
pxCallEForm Calls an external eForm for Useful in integrations;
processing configure related
connectors.
pxUpdateSystemSet Updates system settings Use with caution, as
tings dynamically incorrect usage can impact
the system.
pxQueueForProcessi Queues a case or activity Ensure the Queue Processor
ng for background processing is configured and active.
pxLogMessage Logs messages to the Useful for debugging and
system log audit trails.
Functions
Function Purpose Key Details
@String.contains() Checks if a string Case-sensitive comparison.
contains another
substring
@Math.random() Generates a random Can be used for generating
number unique IDs.
@DateTime.addToDa Adds days, months, or Ensure correct date format
te() years to a date before passing.
@pxIsInPageList() Checks if a value exists Requires the page list and the
in a Page List property name as inputs.
@pxPageListSize() Returns the size of a Helpful for iteration logic.
Page List
@pxReplaceSubstrin Replaces part of a string Useful for dynamic string
g() with another string manipulations.
@pxDateDifference() Calculates the Returns the difference in days,
difference between two hours, etc.
dates
DSS (Dynamic System Settings)
DSS Setting Purpose Key Value
Example
Pega- Sets the maximum number of records 5000
Engine.maxRecords to fetch
prconfig/cache/enable Enables or disables caching true or false
Email/maxRetryCount Sets the maximum retries for email 3
delivery
Reporting/ Controls batch size for report 10000
batchThreshold processing
PDFGenerator/ Specifies the path to custom fonts for /usr/fonts
FontPath PDFs
Authentication/ Sets the timeout duration for 300 (seconds)
Timeout authentication
Security/ Configures encryption levels for AES256
EncryptionLevel secure data transfer
Prerequisites for Common Features
Feature Prerequisites
Email Integration Email Account rule must be configured with valid
credentials.
PDF Generation DSS PDFGenerator/FontPath must be set for custom
fonts.
Mobile Push Push notification keys must be added to the mobile
Notifications channel.
SLA Processing Ensure the SLA Agent is enabled and running.
Case Archival Configure archival settings in the Archival landing
page.
User Authentication SSO or LDAP must be configured in Authentication
Service rules.
Queue Processing Queue Processor must be properly configured and
monitored.
File Upload Ensure prconfig/fileupload/allow is set to true for
file uploads.
Related Interview Questions and
Answers
General OOTB Rule Questions
1. What is the purpose of pxTransferAssignment?
○ It is used to transfer assignments between operators or workbaskets.
2. How do you check if a value exists in a Page List?
○ By using the function @pxIsInPageList().
3. What are the steps to enable SLA processing in Pega?
○ Ensure the SLA Agent is enabled, and check the system queue for
processing SLAs.
4. What is the purpose of pxQueueForProcessing?
○ It queues tasks for asynchronous background processing.
DSS-Related Questions
5. How do you configure a DSS for enabling caching?
○ DSS: prconfig/cache/enable, Value: true.
6. What is the use of Reporting/batchThreshold DSS?
○ It controls the batch size for report processing to optimize
performance.
7. How can you ensure secure data transmission in Pega?
○ Use DSS Security/EncryptionLevel with values like AES256 for high-
level encryption.
Feature Enablement Questions
8. What are the prerequisites for generating PDFs in Pega?
○ Configure the DSS PDFGenerator/FontPath and ensure appropriate
section rules.
9. How can you enable email notifications?
○ Configure an Email Account rule with valid SMTP settings.
10.How do you enable file uploads in Pega?
○ Set prconfig/fileupload/allow to true in DSS or prconfig.xml.
Feel free to add custom entries or specific use cases based on the application
requirements.
