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Adding a process to the opportunity case


3 Tasks

20 mins

Visible to: All users
Beginner Pega Sales Automation 8.4 English
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You are asked to make a change to the sales process listed as part of the gap analysis results. The proposal stage requires an executive visit after the proposal development.

In the executive visit process, following two steps are needed:

  • Schedule appointment – In the Schedule appointment step, the contact person and appointment date and time is captured.
  • Enter feedback – The executive feedback is captured in the Enter feedback step.

Use the following credentials to log in to the exercise system:




System architect



Sales representative



Your assignment consists of the following tasks:

Task 1: Add the Executive visit process.

Task 2: Configure the views.

Task 3: Confirm your work.


Challenge Walkthrough

Detailed Tasks

1 Add the Executive visit process

  1. Log in to your exercise environment as the system architect.
  2. In App Studio, click Case types > Business Opportunity to display the case type life cycle.
  3. In the upper-right corner of the Business Opportunity, click Optional actions. All the processes are displayed.
  4. From the Proposal stage, click +ACTION and select Process to add an action item in the proposal stage.
  5. On the new action item, click in the Proposal (10) name field and enter Executive visit.
  6. Under the Executive visit action, click the Proposal (10) step. The name field is highlighted.
  7. In the name field, rename the step Schedule Appointment.
  8. From the Executive visit action item, click +STEP and select Collect information. The step’s name field is highlighted.
  9. In the name field, enter Enter feedback to name the step in the Executive visit action item.
  10. In the upper-right corner, click Save to persist the changes.

2 Configure the views

  1. From the Executive visit action item, click the Schedule Appointment step. The configuration panel is displayed on the right.
  2. From the configuration panel, click Configure view. The Schedule appointment view is displayed.
  3. On the Fields tab, click + Add field.
  4. Enter the following values.
    1. Field: Contact person
    2. Type: Text (single line)
    3. Options: (Required)
  5. Repeat steps 3 and 4 with the following values.
    1. Field: Appointment date/time
    2. Type: Date & time
    3. Options: (Required)
  6. In the lower right, click Submit to save the Schedule appointment view.
  7. Repeat steps 1-4 with the following values.
    1. Field: Feedback
    2. Type: Text (paragraph)
    3. Options: (Required)
  8. Click Submit to save the feedback view.
  9. In the upper-right corner, click Save to persist the changes.
  10. Click Back to preview to close the Case Designer.
  11. In the left-lower corner, click the operator icon and select Log off.

3 Confirm your work

  1. Log in to your exercise system as the sales representative.
  2. On the left, from the Explorer panel, select Create > Opportunity > Business. The new business opportunity page is displayed.
  3. Enter the following values.
    1. Amount: 3215
    2. Close date: <14 days in the future>
    3. Name: Dome Camera System For Forest Gas
    4. Account: Forest Gas Corp
  4. Click Create to create a new opportunity.
  5. Click Next stage. The Change to the next stage window is displayed.
  6. Click Submit to proceed to the next stage.
  7. Repeat steps 5 and 6 to move to the Proposal stage.
  8. Under the Proposal stage, click Executive visit and verify that the Schedule Appointment form is displayed.
  9. On the form, enter the following values.
    1. Contact person: Anna Patel
    2. Appointment date/time: <enter a future date>
  10. Click Submit. The feedback form is displayed.
  11. On the form, enter the following value.
    1. Feedback: Executive meet with Anna Patel and other stakeholders. Customers is ready to sign.
  12. Click Submit. The Executive visit process is complete.

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