Automating actions when a property value changes
1 Task
15 mins
Intermediate
Enterprise Application Development
Low-Code App Development
User Experience
Constellation
English
Scenario
The Payroll Department at TGB reports that some employees enter an incorrect bank name when enrolling in direct deposit. The Payroll Department requests that the bank name populate based on the routing number entered, to avoid errors in Payroll Setup Cases.
You configure the Payroll Setup Case Type so that the bank name updates automatically when the routing number changes, and you set the edit mode of the bank name field to reflect that behavior.
Note: This challenge has been configured with Single Sign-On (SSO) using your Pega Academy credentials. If you are not automatically signed in to the challenge environment after initializing the instance, you may use the credentials provided.
The following table provides the credentials you need to complete the challenge:
| Role | User name | Password |
|---|---|---|
| Solution Builder | SSA@TGB | pega123! |
After completing this challenge, you should be able to:
- Configure a Flow Action form refresh condition based on a property value change.
- Create a Declare OnChange rule to watch a property.
- Create an Activity to apply a Data Transform.
- Configure the edit mode of a field with a custom condition.
Detailed Tasks
1 Automating actions when a property value changes
Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.
Acceptance criteria
Task 1: Configure the Bank Information Flow Action
- The ProvideBankInformation Flow Action under Payroll Setup Case Type is configured with a form refresh condition:
Field Value When Property change .RoutingNumberThen run Data Transform UpdateBankName
Task 2: Create the Declare OnChange and Activity rules
- A Declare OnChange rule is created with the following configuration:
Field Value Label UpdateBankName Apply to TGB-HRApps-Work-PayrollSetupProperties To Watch .RoutingNumberWhen Always When True Run Activity UpdateBankName - An Activity named UpdateBankName is created with the following configuration:
- On the Security tab, the Activity type is set to Onchange.
- On the Steps tab, the Activity applies the UpdateBankName Data Transform.
Task 3: Configure the Provide bank information View
- In the Payroll Setup Case Type, the Bank name field in the Provide bank information Step is set to Read-only (Custom Condition) with the following condition:
Field Value Field Routing number Conditional operator is not null
Directions
- Open the ProvideBankInformation Flow Action in the Payroll Setup Case Type, and configure the form refresh condition as detailed in the Acceptance criteria.
- Create a new Declare OnChange rule named UpdateBankName applied to
TGB-HRApps-Work-PayrollSetup, and configure the watch property and run conditions as detailed in the Acceptance criteria. - Create the UpdateBankName Activity with the Security tab and Steps tab settings as detailed in the Acceptance criteria.
- Open the Payroll Setup Case Type, and navigate to the Provide bank information Step.
- Configure the edit mode and condition of the Bank name field as detailed in the Acceptance criteria.
- Save your changes.
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