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Adding a property to an existing entity

1 Task

10 mins
Pega Customer Service '24.2
Visible to: All users
Beginner
Pega Customer Service '24.2
English

Scenario

After reviewing the Common Data Model, you conclude that you need to extend the model by adding a property to show the Instagram account information for each customer. You add the new property to the existing Contact entity and maintain the existing data source for the entity.

The following table provides the credentials that you need to complete the challenge:

Role User name Password
Application Administrator CSSystemAdmin password123!

Your assignment consists of the following tasks:

Task 1: Add a property to the Contact entity

Use the Data integration designer in the Data Portal to add the Instagram property to the Contact entity.

Task 2: Confirm your work

In the Data Portal, in the Contact entity, confirm that the Instagram property is available for any contact. Test that the property works by adding a new Contact.

 

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

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

Challenge Walkthrough

Detailed Tasks

1 Add a property to the Contact entity

The Data and Integration Designer advances to the Manage Integration Stage.

The Data Page displays the Contact detail. Note that the Instagram property is included in the detail.

  1. In the Pega instance for the challenge, click Launch Pega Infinity™ , and then log in as an Administrator by entering the following credentials:
    1. In the User name field, enter CSSystemAdmin.
    2. In the Password field, enter password123!.
  2. In the header of Dev Studio, click Launch Portal > Data Portal.
  3. In the Data Portal, click Create > Data and integration designer.
  4. In the Create Data and integration designer dialog box, configure your entity.
    1. In the Choose an option section, select Existing entity,
    2. In the Select entity section, click Contact.
    3. In the Select an action section, select Extend & integrate the model,
    4. Click Submit.
      Data integration designer add property to entity
  5. Add the entity and configure views.

    The Data integration designer displays a list of views related to the Contact entity.

    1. On the Extend the model Stage, expand Entity properties, and then, in the upper-right corner, click Add field.
    2. In the Field name, enter Instagram, and then click Submit.

      The Entity properties section shows the new entry:

      Data integration designer extend model stage
    3. Select the Configure Views checkbox, and then expand the Views section.
    4. Click the Social Media View.
    5. In the Edit view pane, in the Fields section, click Add > Fields, search for and select Instagram, and then click Add.

      The preview shows the new field in the Social Media View.

    6. Close the Social Media View.
    7. Click Submit.
  6. In the header of the Case, click the Test Entity Stage.
    Note: You are using the existing Contact entity data source, so you do not have to configure the integration or configure mapping.
    1. In the Run entity section, select the Contact Data Page and the CONTACT_DETAIL profile.
    2. In the ContactID field, enter CON-035, and then click Run Data Page.
    3. Click Submit.
  7. On the Case Summary Stage, review your changes, and then click Resolve to close the Case.
    Data integration designer case summary stage

Confirm your work

  1. In the navigation of the Data Portal, click Contacts to view the contacts in the sample data.
  2. Click Robert Moyer to view the contact detail.
  3. On the details page, confirm that the Instagram property is in the Social Media section.
  4. Optional: Click Edit details, and then add an account name or email address for Robert Moyer's Instagram account.
    For example, [email protected].

Available in the following mission:

Return to mission
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