2/19/25, 5:04 PM | Pega Academy
Data Transforms
The purpose of a Data Transform is to manipulate data in an application. Data Transforms
copy or drive data into the fields that you require. You can use Data Transforms to convert
data from one type to another, move data between objects, calculate values, change formats,
and set default values.
In the following image, click the + icons to explore how Pega Platform™ uses Data Transforms
to improve the checkout process of a purchasing application:
This learning is interactive and cannot be experienced offline. Please visit
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Tip: When you access information in a parent-child Case relationship, consider
referencing data rather than copying it. Referencing data helps avoid synchronization
issues if the data changes in the parent Case, which the child Case reflects.
Data Transform configuration in App Studio
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In addition to using Data Transforms to copy data, you can use Data Transforms to convert
data from one type to another type. For example, you receive an order delivery date input
from another system as a string value, such as " December 4, 2021 ." Use a Data Transform to
copy and convert the stored string format of the delivery date into the date value property,
12/04/2021.
In App Studio, you can apply Data Transforms by using the Run Data Transform Automation
or a pre/post-processing action.
Note: For more information about Data Transform configuration in App Studio, see
Creating a Data Transform in App Studio.
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Run Data Transform Automation
The Run Data Transform Automation runs the selected Data Transform at runtime, or you
can define a new Data Transform. For example, you configure the Run Data Transform
Automation to run the Convert string to date Data Transform, as shown in the following
figure:
Pre/post-processing
You can configure a Step to run a Data Transform before the Step runs, which is a pre-
processing action, or after the Step runs, which is a post-processing action. In the purchasing
application example, you can configure the Shipping information Step with a post-processing
action that runs a Data Transform to copy the shipping information to the Billing Address
View. The following figure displays the Shipping Information Step with a post-processing Data
Transform:
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Note: For more information about pre- and post-processing, see Pre- and post-
processing in flow actions.
Check your knowledge with the following interaction:
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