# \#solutions-engineer

**URL:** https://forums.pega.com/tag/solutions-engineer/18.md

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## [How to expose Pega as MCP server for external AI clients (Infinity '26)](https://forums.pega.com/t/how-to-expose-pega-as-mcp-server-for-external-ai-clients-infinity-26/12786)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 20\
**Last updated:** [November 13, 2026, 3:15pm UTC](https://forums.pega.com/t/how-to-expose-pega-as-mcp-server-for-external-ai-clients-infinity-26/12786 "2026-11-13T15:15:06Z")

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This knowledge-sharing article demonstrates how to expose a Pega application as an MCP (Model Context Protocol) server and enable external AI clients, such as Claude, to securely interact with and process Pega cases thro…

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## [How to use MCP to connect two Pega apps and use AI agent to work cases in the other Pega app](https://forums.pega.com/t/how-to-use-mcp-to-connect-two-pega-apps-and-use-ai-agent-to-work-cases-in-the-other-pega-app/13833)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 6\
**Last updated:** [October 28, 2026, 11:51pm UTC](https://forums.pega.com/t/how-to-use-mcp-to-connect-two-pega-apps-and-use-ai-agent-to-work-cases-in-the-other-pega-app/13833 "2026-10-28T23:51:34Z")

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This knowledge-sharing article shows how to connect two different Pega applications using the Model Context Protocol (MCP). The target app acts as an MCP server and exposes case operations as tools. The source app acts a…

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## [Auto close a Contellation case when completed](https://forums.pega.com/t/auto-close-a-contellation-case-when-completed/13107)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 6\
**Last updated:** [October 23, 2026, 6:18pm UTC](https://forums.pega.com/t/auto-close-a-contellation-case-when-completed/13107 "2026-10-23T18:18:02Z")

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Hi, we have a questionnaire case type built using Contellation. When user completes the case, we want the case to close automatically (and go back to the previous screen before launching the case), instead of landing on…

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## [How to connect Pega AI Agent to external MCP server](https://forums.pega.com/t/how-to-connect-pega-ai-agent-to-external-mcp-server/12682)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 6\
**Last updated:** [October 20, 2026, 2:15pm UTC](https://forums.pega.com/t/how-to-connect-pega-ai-agent-to-external-mcp-server/12682 "2026-10-20T14:15:33Z")

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This knowledge-sharing article demonstrates how to integrate a Pega AI Agent with an external MCP (Model Context Protocol) server and leverage external tools seamlessly during case processing. Pega Infinity version used…

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## [OIDC Access Token expiration problem](https://forums.pega.com/t/oidc-access-token-expiration-problem/5903)

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**Author:** [@MusaW148](https://forums.pega.com/u/MusaW148)\
**Replies:** 9\
**Last updated:** [October 20, 2026, 10:19am UTC](https://forums.pega.com/t/oidc-access-token-expiration-problem/5903 "2026-10-20T10:19:08Z")

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Hi Everyone, I have OpenID connect authentication in my application (usingn pega 8.5.5) and it is working fine, until i found accesstoken expiration problem. After an authentication succeed, The Access Token received f…

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## [How to export data page (list) to Excel](https://forums.pega.com/t/how-to-export-data-page-list-to-excel/4466)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 10\
**Last updated:** [September 30, 2026, 11:52am UTC](https://forums.pega.com/t/how-to-export-data-page-list-to-excel/4466 "2026-09-30T11:52:47Z")

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A step by step of exporting a Data Page list to an Excel file using Platform 8.8.2: Create a Data Page list. This example uses a report definition as a source which queries sample data entered in the Data Type record…

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## [How to use Pega AI Agent for intelligent case working](https://forums.pega.com/t/how-to-use-pega-ai-agent-for-intelligent-case-working/11201)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 3\
**Last updated:** [September 22, 2026, 11:40am UTC](https://forums.pega.com/t/how-to-use-pega-ai-agent-for-intelligent-case-working/11201 "2026-09-22T11:40:11Z")

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This knowledge-sharing article demonstrates how Pega’s out-of-the-box GenAI Agent capabilities can be leveraged for intelligent case working and processing. By reasoning over case context and assisting with case-related …

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## [How to use Pega GenAI Connect to process incoming email and attached document](https://forums.pega.com/t/how-to-use-pega-genai-connect-to-process-incoming-email-and-attached-document/11988)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 12\
**Last updated:** [September 1, 2026, 6:52am UTC](https://forums.pega.com/t/how-to-use-pega-genai-connect-to-process-incoming-email-and-attached-document/11988 "2026-09-01T06:52:57Z")

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This knowledge sharing article demonstrates how Pega GenAI Connect can automatically classify and summarize incoming emails, as well as parse PDF attachment and map extracted data to case fields for further review and pr…

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## [How to mask data using Attribute-Based Access Control (ABAC)](https://forums.pega.com/t/how-to-mask-data-using-attribute-based-access-control-abac/5952)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 6\
**Last updated:** [August 31, 2026, 5:28pm UTC](https://forums.pega.com/t/how-to-mask-data-using-attribute-based-access-control-abac/5952 "2026-08-31T17:28:40Z")

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This article shows step-by-step of how to mask sensitive data such as PII (Personal Identifiable Information) in Pega application using Attribute-Based Access Control (ABAC) security model in Pega Platform. (For how to e…

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## [How to launch a Constellation case from a UI-Kit case and exchange data](https://forums.pega.com/t/how-to-launch-a-constellation-case-from-a-ui-kit-case-and-exchange-data/13209)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 3\
**Last updated:** [August 25, 2026, 1:05am UTC](https://forums.pega.com/t/how-to-launch-a-constellation-case-from-a-ui-kit-case-and-exchange-data/13209 "2026-08-25T01:05:21Z")

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This knowledge-sharing article demonstrates a design pattern for launching a Constellation case from an existing UI-Kit case and exchanging data (and also managing process dependency) between the two cases of different U…

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## [(Blended UI) How can user go back to the UI-Kit case from Constellation case?](https://forums.pega.com/t/blended-ui-how-can-user-go-back-to-the-ui-kit-case-from-constellation-case/12937)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 9\
**Last updated:** [August 24, 2026, 11:42am UTC](https://forums.pega.com/t/blended-ui-how-can-user-go-back-to-the-ui-kit-case-from-constellation-case/12937 "2026-08-24T11:42:40Z")

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Hi, we are trying to build a blended UI solution for our client. They have a large public-facing UI-Kit application that has been running in Production past 6 years. We’re trying to adopt Constellation UI system, and h…

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## [Can we build a new case type in BluePrint and the import to UI-Kit application?](https://forums.pega.com/t/can-we-build-a-new-case-type-in-blueprint-and-the-import-to-ui-kit-application/13178)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 4\
**Last updated:** [August 18, 2026, 5:56pm UTC](https://forums.pega.com/t/can-we-build-a-new-case-type-in-blueprint-and-the-import-to-ui-kit-application/13178 "2026-08-18T17:56:16Z")

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My client has been running an UI-Kit application past 5-6 years in Production. We want to define a new case type using Pega BluePrint to accelerate the design and build process. Can we import the BluePrint file contain…

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## [Innovating with Pega Constellation: Blending Traditional UI with Modern Architecture](https://forums.pega.com/t/innovating-with-pega-constellation-blending-traditional-ui-with-modern-architecture/7678)

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**Author:** [@Sairohith](https://forums.pega.com/u/Sairohith)\
**Replies:** 4\
**Last updated:** [August 10, 2026, 5:48pm UTC](https://forums.pega.com/t/innovating-with-pega-constellation-blending-traditional-ui-with-modern-architecture/7678 "2026-08-10T17:48:19Z")

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The digital landscape demands robust, flexible, and user-friendly interfaces. Pega’s Constellation architecture offers a modern approach, but many applications still rely on traditional UI components. Blending these two …

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## [How to create OAuth 2.0 access token to call Pega API](https://forums.pega.com/t/how-to-create-oauth-2-0-access-token-to-call-pega-api/9477)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 20\
**Last updated:** [July 11, 2026, 8:54pm UTC](https://forums.pega.com/t/how-to-create-oauth-2-0-access-token-to-call-pega-api/9477 "2026-07-11T20:54:24Z")

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This knowledge sharing article shows an implementation pattern of calling a Pega API, which requires an OAuth 2.0 authentication. It shows how to generate an OAuth 2.0 access token and how to call a Pega API using the ac…

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## [How can we use Pega OCR in PegaCloud platform](https://forums.pega.com/t/how-can-we-use-pega-ocr-in-pegacloud-platform/5629)

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**Author:** [@ManikandanT17003272](https://forums.pega.com/u/ManikandanT17003272)\
**Replies:** 7\
**Last updated:** [July 1, 2026, 8:13am UTC](https://forums.pega.com/t/how-can-we-use-pega-ocr-in-pegacloud-platform/5629 "2026-07-01T08:13:23Z")

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We need to use Pega OCR in Pega Cloud platform, do we have any document for Pega Cloud platform

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## [How to call Pega GenAI Connect in case workflow](https://forums.pega.com/t/how-to-call-pega-genai-connect-in-case-workflow/11066)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 8\
**Last updated:** [March 17, 2026, 2:18pm UTC](https://forums.pega.com/t/how-to-call-pega-genai-connect-in-case-workflow/11066 "2026-03-17T14:18:32Z")

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This knowledge sharing article demonstrates how to call Pega GenAI Connect rule from a case workflow and use it as an AI agent to quickly research needed information and summarize the findings in a structured format for …

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## [PDC (Pega Diagnostic Center) - Collect endpoint volume over a period of time](https://forums.pega.com/t/pdc-pega-diagnostic-center-collect-endpoint-volume-over-a-period-of-time/10668)

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**Author:** [@JonesA17508836](https://forums.pega.com/u/JonesA17508836)\
**Replies:** 1\
**Last updated:** [March 15, 2026, 2:29am UTC](https://forums.pega.com/t/pdc-pega-diagnostic-center-collect-endpoint-volume-over-a-period-of-time/10668 "2026-03-15T02:29:04Z")

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I would like to know if it is possible, via PDC or other tools within Pega, to extract the call volume of a service in PRD from the following REST connect: ConsultarSicorDividas. Endpoint: https://creditorural-sicor.api…

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## [How to pass the values dynamically in a in query when using connect sql](https://forums.pega.com/t/how-to-pass-the-values-dynamically-in-a-in-query-when-using-connect-sql/4176)

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**Author:** [@nikhilk7251](https://forums.pega.com/u/nikhilk7251)\
**Replies:** 9\
**Last updated:** [March 2, 2026, 7:56am UTC](https://forums.pega.com/t/how-to-pass-the-values-dynamically-in-a-in-query-when-using-connect-sql/4176 "2026-03-02T07:56:44Z")

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SELECT “PZINSKEY” AS “pzInsKey”, “CASEID” AS “CaseId” from Data.TABLENAME WHERE “PZINSKEY” IN ‘{ASIS:.pyDescription}’ Tried multiple ways : Commas separated Value list property Comma separated with " Comma separated…

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## [How to import Excel data to case (and show them in Constellation UI)](https://forums.pega.com/t/how-to-import-excel-data-to-case-and-show-them-in-constellation-ui/9900)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 23\
**Last updated:** [February 27, 2026, 11:41am UTC](https://forums.pega.com/t/how-to-import-excel-data-to-case-and-show-them-in-constellation-ui/9900 "2026-02-27T11:41:23Z")

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This knowledge sharing article shows step-by-step configurations of how to upload an Excel file, parse the Excel data, and display them in a table using Constellation UI. Pega platform version used: 24.2.2 Configuratio…

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## [Creating runtime package with RPA Service query](https://forums.pega.com/t/creating-runtime-package-with-rpa-service-query/10644)

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**Author:** [@RichardB3397](https://forums.pega.com/u/RichardB3397)\
**Replies:** 1\
**Last updated:** [February 4, 2026, 3:49pm UTC](https://forums.pega.com/t/creating-runtime-package-with-rpa-service-query/10644 "2026-02-04T15:49:44Z")

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As we are looking to introduce unattended robots into our overall robot estate we need to update our runtime package to include the RPA component Our challenge is to create one package which includes the RPA component t…

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## [How to integrate Constellation and UI-Kit using Pega APIs](https://forums.pega.com/t/how-to-integrate-constellation-and-ui-kit-using-pega-apis/10589)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 1\
**Last updated:** [February 2, 2026, 12:07pm UTC](https://forums.pega.com/t/how-to-integrate-constellation-and-ui-kit-using-pega-apis/10589 "2026-02-02T12:07:28Z")

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Recently, I had an opportunity to design a solution for my client where a new Constellation application would integrate with an existing UI-Kit (traditional UI) application via Pega APIs (out-of-the-box) to implement cas…

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## [How to encrypt data using Attribute-Based Access Control (ABAC)](https://forums.pega.com/t/how-to-encrypt-data-using-attribute-based-access-control-abac/5963)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 14\
**Last updated:** [January 13, 2026, 1:40pm UTC](https://forums.pega.com/t/how-to-encrypt-data-using-attribute-based-access-control-abac/5963 "2026-01-13T13:40:40Z")

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This article shows step-by-step of how to encrypt sensitive data such as PII (Personal Identifiable Information) in Pega applications using Attribute-Based Access Control (ABAC) security model in Pega Platform and demons…

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## [How to extract case/data in real-time (BIX)](https://forums.pega.com/t/how-to-extract-case-data-in-real-time-bix/9492)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 29\
**Last updated:** [December 3, 2025, 1:06pm UTC](https://forums.pega.com/t/how-to-extract-case-data-in-real-time-bix/9492 "2025-12-03T13:06:39Z")

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This knowledge sharing article introduces the new real-time BIX extraction feature in Pega Infinity 24.2. This article will show how to configure a real-time BIX extraction using Kafka model and process using Data Flow. …

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## [My first Constellation DX component](https://forums.pega.com/t/my-first-constellation-dx-component/10152)

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**Author:** [@Will\_Cho](https://forums.pega.com/u/Will_Cho)\
**Replies:** 9\
**Last updated:** [November 24, 2025, 8:31pm UTC](https://forums.pega.com/t/my-first-constellation-dx-component/10152 "2025-11-24T20:31:57Z")

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This knowledge sharing article shares my first experience in creating a new DX component and configuring it in a Pega Constellation application using App Studio. This article shows the end-to-end process of creating and …

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## [Creating a Screenshot of the Screen in Case of Error During Process Automation](https://forums.pega.com/t/creating-a-screenshot-of-the-screen-in-case-of-error-during-process-automation/10132)

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**Author:** [@DavidT](https://forums.pega.com/u/DavidT)\
**Replies:** 3\
**Last updated:** [October 30, 2025, 11:12pm UTC](https://forums.pega.com/t/creating-a-screenshot-of-the-screen-in-case-of-error-during-process-automation/10132 "2025-10-30T23:12:40Z")

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Hello Dear Pega Robotics Community, I think we have similar topics answered in past but I was wondering if there is any change to this topic in Robot Studio/Runtime v22.1.53 We would like to take a screenshot of the sc…

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## [Kafka logs Retention from Stream PODS](https://forums.pega.com/t/kafka-logs-retention-from-stream-pods/9828)

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**Author:** [@Kishore\_Sanagapalli](https://forums.pega.com/u/Kishore_Sanagapalli)\
**Replies:** 6\
**Last updated:** [September 7, 2025, 7:40am UTC](https://forums.pega.com/t/kafka-logs-retention-from-stream-pods/9828 "2025-09-07T07:40:26Z")

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We’re using Pega Platform in On-Prem Containers Platform (Redhat-Openshift) along with Embedded Search and Stream Services in Pega 24.1.3 version. So far, Kafka diagnostics logs and kafka data being retained with in the…

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## [Pega Integration with ADO(Azure Dev Ops) for end to end CI/CD](https://forums.pega.com/t/pega-integration-with-ado-azure-dev-ops-for-end-to-end-ci-cd/9817)

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**Author:** [@anwar.shaik](https://forums.pega.com/u/anwar.shaik)\
**Replies:** 1\
**Last updated:** [August 18, 2025, 2:54am UTC](https://forums.pega.com/t/pega-integration-with-ado-azure-dev-ops-for-end-to-end-ci-cd/9817 "2025-08-18T02:54:46Z")

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Is anyone successful in integrating Pega with ADO (Azure Dev Ops). I learnt that ADO has Open API Library that we can use to connect to ADO from Pega but i am trying to understand is on how we can use ADO for end to end …

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## [Restart Stage](https://forums.pega.com/t/restart-stage/9771)

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**Author:** [@Prateek\_Kumar\_Mishra](https://forums.pega.com/u/Prateek_Kumar_Mishra)\
**Replies:** 2\
**Last updated:** [July 28, 2025, 4:39am UTC](https://forums.pega.com/t/restart-stage/9771 "2025-07-28T04:39:22Z")

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I have requirement in our Application when ever user click on reopen a- assignment link case should moved back to that assignment. I achieved that scenario with help of below step- (1) Create a link - (action tab - set…

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## [Web Embed - anonymous authentication](https://forums.pega.com/t/web-embed-anonymous-authentication/9438)

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**Author:** [@Arunkumar\_Velmurugan](https://forums.pega.com/u/Arunkumar_Velmurugan)\
**Replies:** 12\
**Last updated:** [June 19, 2025, 7:52pm UTC](https://forums.pega.com/t/web-embed-anonymous-authentication/9438 "2025-06-19T19:52:08Z")

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Use case: I have an application built on the Constellation Design system, and I want to create an embed and host it on a client website that does not require authentication. Is there a possibility to enable anonymous au…

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## [How to Start RobotActivity2 on completion of RobotActivity1](https://forums.pega.com/t/how-to-start-robotactivity2-on-completion-of-robotactivity1/9488)

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**Author:** [@AshokO07](https://forums.pega.com/u/AshokO07)\
**Replies:** 1\
**Last updated:** [May 16, 2025, 7:50pm UTC](https://forums.pega.com/t/how-to-start-robotactivity2-on-completion-of-robotactivity1/9488 "2025-05-16T19:50:34Z")

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In the context of the RobotActivity component in attended automation, I have two RobotActivities: Register User Send Letter I want to start Send Letter (RobotActivity 2) only after the Register User (RobotActivi…

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