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Challenge

Adding data records to a data object

4 Tasks

10 mins

Visible to all users
Beginner Pega Platform 8.5 Data Integration English

Scenario

When submitting a service request through the MyTown311 application, residents enter information about the issue. The mayor and the services coordinator want residents to select the issue type from a preexisting list so that the request can be automatically associated with a department. Create a data object for the request type with records for Type, Description, and Department, and reference the data object in the Report Problem step.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@mytown pega123!

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Create a Request type data object

  1. In the navigation pane of App Studio, click Data > Data objects and integrations to display a list of existing data objects in the application.
  2. In the upper right, click New to open the Create new data model dialog box.
    New data object creation
  3. In the Create new data model dialog box., in the Data object name field, enter Request type.
  4. Click Submit to create and display the new Request type data object.
    Create new data object
  5. On the Data model tab, click Add field to create a new field for the Request type data object that is displayed under Globally unique ID.
  6. In the Name field, enter Type to name the field.
  7. Verify that the Type list defaults to Text (single line).
  8. Click Submit & add another to create a new field.
  9. Repeat steps 6-8 to add two more fields Description and Department as shown in the following image.
    Request type data object
  10. In the upper right, click Save to commit the fields to the data object.

2 Add records to the Request type data object

  1. In the Request type data object, click the Records tab to display a table that uses the Request type fields as the table headers.
  2. On the Records tab, under the Type column, click Add record to add a new record to the data object.
    Request type add a record
  3. In the Type field, enter Park maintenance.
  4. In the Description field, enter Damaged or broken park or playground equipment.
  5. In the Department field, enter Parks and Recreation.
  6. Repeat steps 2-5 to add three more records to the data object by using the information from the following table.
    Type Description Department
    Pothole Pothole in public parking lot or road Public Works
    Road debris Downed trees, power lines, or other traffic impediments Public Works
    Traffic signal Traffic signal not working properly Traffic Management
  7. Click Save to complete adding records to the Request type data object.
    Save request type data object

3 Create a data relationship to the Request type data object

  1. In the navigation pane of App Studio, click Case types > Service Request to display the Service Request case life cycle.
  2. Click the Report problem step.
  3. In the configuration pane on the right, click Configure view to display the Report problem view window.
  4. To the right of the Description field row, click the Delete icon to delete the row.
    Description field delete
  5. Click Add field to add a new field.
  6. In the Name field, enter Request type to name the field.
  7. From the Type list, select Data relationship.
  8. In the Target type list, select Data objects to display available data objects.
    Note: You can also use the search option to find the existing data objects.
    Target type drop-down selection
  9. Click Request type to select the Request type data object as a Target type.
  10. In the Options list, select Single record.
  11. Select the Load from data source check box to display the Data view list.
  12. In the Data view list, confirm that Request type is selected.
  13. Click Submit to close the Request type field configuration window.
    Request type data relationship
  14. To the right of Request type field row, click the Gear icon to configure how the data relationship is displayed.
    Request type data relationship gear icon
  15. In the Select record using list, select Drop-down list.
  16. In the Select using the following field, confirm that Type field is selected.
  17. Click Submit to close the data relationship configuration.
    Request type data relationship configuration
  18. Click Submit to close the Report problem view configuration window.
    Data reference submit view
  19. In the upper right, click Save to commit changes to the Service Request case type.

4 Confirm your work (section not graded)

  1. In the Service Request case type, in the upper right, click Save and run to create a new service request case.
  2. In the Report problem step, under Request type, from the Type drop-down, select Park maintenance to populate the Type, Description, and Department fields with request information.
    Report problem step view

3. Repeat step 2 for each option in the Type drop-down and confirm the values change for each selection.

 



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