Assigning Primary Fields, Case tabs, and more in Constellation

6 Tasks

45 mins

Pega Platform '23 Visible to: All users

Intermediate Pega Platform '23 Constellation User Experience English

Scenario

Stakeholders at Sweet Life are extremely interested in how a Pega application built on the Constellation UI can make Case processing easier for Case workers and Dispatchers. As a result, you have been tasked with incorporating Constellation functionality, including Primary Fields, Case tabs, the Details View, and promoted Actions into the Tell Us More application.

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

Role	User name	Password
System Architect	Author@SL	pega123!

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

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

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Challenge Walkthrough

Detailed Tasks

1 Configure Primary Fields in the Case Type Data Model

1. In the Pega instance for the challenge, enter the following credentials:
   1. In the User name field, enter Author@SL.
   2. In the Password field, enter pega123!
2. In the navigation pane of App Studio, click Case Types > Incident, and then click the Data Model tab to access the Data Model of the Incident Case Type.
3. Click the Primary Fields tab, and then in the Primary field configuration window, delete the following fields:
   1. Label
   2. Description 
4. Add the following Primary fields:
   1. Eligibility Type
   2. Fraud Indicator
   3. ID
   4. Incident SubType
   5. Incident Type
   6. Preferred Resolution Method
   7. Resolution Method
   8. Work Status
      
5. Click Submit, and then click Save.

2 Modify the Details View

1. In the Incident Case Type, click the UX tab, and then click the Other Views tab.
2. In the Partial section, click Details to open the Details View.
3. Note that the list of Primary Fields is already displayed in the Details View.
   
4. In the Primary Fields row, click the Gear icon, and then confirm that the Show heading option is inactive.
5. In the Details View, click Add > Fields > Customer > Views > Primary Fields > Add to add the Primary Fields View that is defined on the Customer data object.
6. Click the Gear icon, and then in the Field label field, enter Customer.
7. In the Details View, add the Primary Fields View that is defined on the Product data object.
8. Click the Gear icon, and then in the Heading field, enter Product.

Note: The Preview screen might reflect the same Primary Fields in the Details, Customer, and Product sections as a result of a current limitation of the Constellation UI. The correct Primary Fields for each section are displayed when you run the Case.

3 Configure Case tabs

1. Click the UX tab, and then click the Full Page View tab.
2. In the Tabs section, add the following new tabs:
   1. Customer
   2. Product
3. Configure the Customer and Product tabs to show their respective Primary Fields Views.
   

4 Configure the Case Summary View

1. Still on the Full Page View tab, in Summary section, add the following fields:
   1. Eligibility Type
   2. Incident SubType
   3. Incident Type
      

5 Configure a Promoted Action

1. In the Incident Case Type, click the Workflow tab.
2. Click the Optional Actions tab.
3. In the Process Stage, click Actions > More > User Actions > Transfer Assignment > Select to add a new Stage-wide user Action called Transfer Assignment.
   
4. Click Save.
5. In the Incident Case Type, click the UX tab, and then click the Full Page View tab.
6. In the Options section, select the Show promoted Action checkbox.
   

6 Configure What is Next information on the Confirmation View

1. In the Incident Case Type, click UX tab, and then click the Other Views tab.
2. In the Partial section, click Confirmation to configure the Confirmation View.
3. Configure the Confirmation View:
   1. Add a Primary Fields (Customer) View, and then in the Field Label field, enter Customer.
   2. Add a Primary Fields (Product) View, and then in the Field Label field, enter Product.
4. Note the What's next section of the Confirmation View.
   
5. Switch to Dev Studio. 
6. In the App Explorer, in the SL-TellUSMore-Work-Incident class, expand Data Model, and then click the PostReview Data Transform.
7. Note the following information in the WhatsNext Page list:
   • Your incident report will be analyzed
   • You might be contacted for more information
   • We will let you know about resolution in an email notification
8. Add the following additional entry to the PostReview Data Transform: You will receive a survey for your opinion on the incident resolution process.
   
9. Click Save as > Create and Open > Save to save the updated version of the PostReview Data Transform.

Confirm your work

1. Switch to App Studio, and then click Preview.
2. Create a new Incident Case, and then complete all the necessary fields until you click Submit.
3. Review the full Incident Case to confirm the following details:
   1. The Summary panel includes the Incident Type, Incident SubType, and Eligibility Type fields.
   2. The Tabs section includes the Customer and Product tabs.
      
   3. The Confirmation View includes the Case Type Data Model, and Customer and Product Primary Fields, which includes Case-related information.
      
   4. Click the the Details tab, and confirm that it includes the Case Type, and Customer and Product Primary Fields, which includes Case-related information.
      
   5. Continue through the Case, and select Eligible as the resolution method.
   6. Progress to the Handle Ticket Assignment of the Process Stage.
   7. In the Case banner, click Actions, and then confirm that the Transfer Assignment Promoted Action is available.
      

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This Challenge is to practice what you learned in the following Module:

• UI authoring in Constellation v1

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Available in the following mission:

• Constellation Adoption v1