Adding fields to the contact form
1 Task
15 mins
Beginner
Pega Sales Automation '24.1
English
Scenario
Stakeholders want to display the Assistant name and Assistant phone fields To the professional details for a contact.
Use the following credentials to log in to the exercise system:
| Role | User name | Password |
|---|---|---|
| System architect | Eddie | rules |
| Sales representative | nsmith | rules |
Your assignment consists of the following tasks:
Task 1: Update the contact view.
Task 2: Confirm your work.
Challenge Walkthrough
Detailed Tasks
1 Use contact view
- Log in to your exercise system as the system architect.
- In the left navigation panel, click Case Types.
- Click Contact.
- Click UX tab.
- In the right navigation, in the Tabs section, click Details.
- In the right navigation, in the Region A section, click Details.
- In the right navigation, in the Fields section, click Edit view professional.
- In the right navigation, in the Fields section, Click + Add.
- Click Fields.
-
Select the Assistant name and Assistant phone fields and click Add.
- Click Save.
Confirm your work
- Log in to your exercise system as the sales representative.
- On the left, from the Explorer panel, click Contacts to view all contacts.
- Click Matthew Smith.
- Verify that the that the Assistant name and Assistant phone fields display.
Available in the following mission:
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