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About the Localization wizard

Use the Localization wizard to make an application available in additional languages. The localization process overrides text in user-visible field value rules that appear in application elements such as user forms and portal displays. The wizard automates many of the steps necessary to create language-specific rulesets.

How the localization process works

  1. The wizard begins the localization process by identifying field values and text strings used in your application ruleset user interface rules. Text includes labels, captions, ToolTips, and instructions that appear in user-facing rules, such as harness, section, flow action, message, and portal. HTML text used in HTML paragraphs, correspondence and correspondence fragment rules is also identified.
  2. After a verification process, which ensures that the rules can be localized, the wizard collects and writes the strings to rows in an XML file. This file serves as the translator's worksheet.
  3. The wizard creates a ZIP file called a translation package for each language you specified. The file contains an XML file and other files that help the translator successfully complete the project.
  4. You send the package to a translator, who extracts the file and enters the translated text in the XML file. The translator zips up the set of files including the updated XML file and returns it to you.
  5. You use the wizard to import the localized rules. To verify the translation results, you use Pega 7 Platform tools.

The Localization wizard is designed to efficiently and automatically identify relevant user interface rules. However, there may be rules that the wizard does not detect caused by unique application configurations. Complex applications will most likely require some manual translations.

Prerequisites

Before using the Localization wizard, do the following:

Starting the Localization wizard

The Localization wizard provides three options:

Click the help button on any form for help about that form.

Resuming the wizard

This wizard creates a work item with prefix pxAP-. To find open and resolved wizard work items, select Designer Studio > Application > Tools > All Wizards.

Steps in the wizard

These are the basic steps you perform in the wizard when you translate to a new language or verify a translated application.

Create and export a translation package

Step 1: Select languages — Select one or more languages to which you want to translate your application. A translation package will be exported for each of these languages.

Step 2: Select application rulesets — Select one or more unlocked application rulesets and versions you want to include in the translation package. If you have not selected any unlocked rulesets, an error will display. Select Modify Selection to return to the step and select an unlocked ruleset. Otherwise, select Proceed Anyways to export the records for translation.

Step 3: Enable Records — This step allows you to enable records for translations in unlocked ruleset versions only and is recommended for first-time translations. If you did not select an unlocked ruleset in Step 2, this option is unavailable and you can proceed to the next step.

Step 4: Export Translations — The wizard creates a ZIP translation package for each language. The package includes an XML file containing the text strings and other files the translator will need. This step allows you to save the package to a local directory so that you can send it out for translation.

Working in the wizard

Creating a wizard work item: When you select the Translate to New Language option, The Step 1: Select languages form opens and a wizard work item with the prefix of PXAP is created.

You can also create a new wizard object when you are in the Wizards in progress list (see next topic) by clicking New, which opens the Step 1 wizard form.

Opening a wizard object that is in progress: Use the Translations in Progress option to display the Wizards in progress worklist. Clicking an item opens the step at which the Localization wizard exited. The list has four columns. The fourth column (last one on the right) indicates the step at which the Localization wizard exited. When you click an item with Import status, a three-step Localization wizard opens that you use to import the translated package into your system. If you exported multiple translation packages from one wizard object, each package appears as a separate Import item in the list.

Exiting the wizard — You can exit the wizard in any step by clicking Cancel. All your entries up to that point are retained. Use the Translation in Progress option to reopen the wizard.

Localized rule types

Rule types that are localized include the following:

Rule Type

Field

Notes

Class (for work types)

Short Description

Visible on the portal

Flow action

Short Description

Basis of user selection of the flow action

Flow action

Harness

Section

Caption (button panel, Layout tab)

Visible on the user form

Flow action

Harness

Section

Value (Field panel,
Layout tab)

Visible on the user form

Harness

Title (Layout panel,
Layout tab)

Visible on the user form

Report definition

  • Report title
  • Description
  • Column name
  • Caption of a filter condition
  • Chart title
  • Axis label of a chart
Visible on the report display

Message

Message

Localization is needed only for Rule-Message rules presented to users, such as through the Page-Set-Messages method in an activity, or a validation rule.

Localized properties

The properties listed below are included in the localization process. Some field value rules may already be defined in a language pack for the locale.

Applies To

Name

Purpose

@baseclass

pyActionPrompt

A sentence corresponding to a longer form of a pyActionLabel, as explanation that be presented as a ToolTip.

For example, the pyActionLabel with English text Add A New Party has the Localized Label value Ajoutez une nouvelle partie for the Pega-ProCom_fr language pack.

@baseclass

pyButtonLabel

Generally an imperative verb that conveys a command from the user to the application, such as appears on buttons or links to be clicked. Examples of the English forms are Save, Cancel, Submit, Next, and OK.

For example, the pyButtonLabel with English text Advanced View has the Localized Label value Affichage Avançé for the Pega-ProCom_fr language pack.

@baseclass

pyCaption

An imperative verb or verb plus object that is a request to the user. For example: Select a value, Click to close.

May also be single word noun or noun phrase, such as Amount, Received, Due, Limit. Typically used for localized versions of field labels in sections and harnesses, and column headings in reports.

For example, the pyButtonLabel with English text Attach a File has the Localized Label value Joindre un Fichier for the Pega-ProCom_fr language pack.

@baseclass

pyInstructions

Application-specific instructions to a user regarding a human task in a flow. These may appear on a worklist. Typically these start with an imperative verb and contain no more than six words. Examples:

Verify applicant salary.

Check customer credit limit.

Confirm receipt of goods.

Review mortgage application.

@baseclass pyLabel

Short Descriptions for the work types (concrete class rules derived from Work-) in the application.

For example, the PegaSample application includes the work type PegaSample-CustomerRequest, with Short Description Customer Request. The Localized Label value of the corresponding field value rule for the Pega-ProCom_fr language pack is Demande du Client.

@baseclass pyMessageLabel

You can localize alert messages contained in JavaScripts. For examples, these field values convert messages to the user conveying errors, progress, success, or needed action. Also includes the Where-am-I? form. Examples:

Enter a value; field may not be blank.

Submitting...

Save failed. Contact your administrator.

For example, the pyMessageLabel with English text Clear the error if you believe it has been fixed has the Localized Label value Dégagez l'erreur si vous croyez qu'elle a été fixée for the Pega-ProCom_fr language pack.

@baseclass pyStatusLabel

Localized versions of work item status values, such as New, Open, Resolved.

For example, the pyStatusLabel with English text Open has the Localized Label value Ouvert for the Pega-ProCom_fr language pack.

Creating a language pack

To create your own language pack that includes standard Pega 7 Platform field values, do the following:

  1. Run the Localization wizard using the Translate to New Language option. Use a ruleset that does not contain any significant user interface rules that reference field values—for example, an organization ruleset.
  2. When you reach Step 2 in the wizard, select the second option Include all PegaRULES application rulesets. This creates a translation package that contains an XML file with all the standard Pega 7 Platform field values.
  3. When the file is complete, import it to a top-level (organization) application ruleset so that it can be shared across business applications. Field values in language-specific rulesets Rule use normal rule resolution. Your custom language pack cannot be imported to a standard locked ruleSet such as Pega-ProCom (where Pegasystems language packs are located).
Related topics Internationalization and Localization — Concepts and terms
Rules Inspector tool — Localizing forms with the Field Value Inspector
About Field Value rules