Blending Traditional UI and Constellation

5 Tasks

30 mins

Pega Platform '26

Pega Platform '25 (English) Pega Platform '25 (日本語) Pega Platform '24.2 (English) Pega Platform '24.2 (日本語) Pega Platform '23

Visible to: All users Applies to: Pega Platform '26

Intermediate

User Experience

Constellation

Low-Code App Development

English

Scenario

The Tell Us More application and Incident Case Type is not Sweet Life's first project with Pega Platform™. Sweet Life management wants to consolidate work from existing Pega applications to improve efficiency for their employees. The following table provides information on the existing applications in Sweet Life's portfolio:

Application Name	UI Architecture	Application Purpose
Tell Us More	Constellation	Customer needs and incident management.
ProConfig	Traditional UI	New product configuration.
TrackIT	Traditional UI	Schedule and escalate deliveries.
Shipment	Constellation	Schedule and process deliveries.

In this challenge, you are tasked with blending Sweet Life's Traditional UI and Constellation applications so that they can seamlessly work together. In Tell Us More, you will implement the Create Product Case Type from the ProConfig application. In TrackIT, you will implement the Ship Parcel Case Type from the Shipment application.

To assist you in identifying the difference between the two UI architectures, a Senior System Architect has provided review materials in the following tables:

Recognizing Portals in Traditional UI and Constellation

Traditional UI	Traditional UI	Constellation
Expanded Navigation Pane (Create menu embedded)	Collapsed Navigation Pane	Navigation Pane (Create menu pops out)

Identifying Traditional UI and Constellation Case Status chevron widgets

Traditional UI	Constellation

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.

• Log In

Detailed Tasks

1 Add the Create Product Case Type to the Tell Us More application

1. In the top-left application switcher, click Tell Us More, and then click View Application Rule.
2. On the Definition tab, in the Built-on applications section, click Add application, and then add ProConfig version 01.01.01.
   
3. Click the Cases & data tab.
4. In the Case Types section, click Add item, and then add a Case Type:
   1. Select the checkbox for the row.
   2. In the Name column, enter CreateProduct.
   3. In the Work ID prefix column, enter C-.
   4. In the Implementation class column, enter SL-ProConfig-Work-CreateProduct.
      
      Note: If ProConfig does not appear in the Implementation class dropdown, log out and then log back in.
   5. Click Save.
5. In the Search field, search for the pyEnableTraditionalUICoexistence When rule.
   
   Note: If the pyEnableTraditionalUICoexistence When Rule is not displayed in the search results, open it from the navigation pane. Click App, and then on the Classes tab, enter @baseclass and expand Decision > When.
6. Click Save as, and complete the Context section: apply to @baseclass, add to Ruleset Ent version 01-01-02 in the SL Ent context.
7. Click Create and open.
8. On the Advanced tab, modify or confirm the Expression so that it evaluates to true.
   
9. Click Save.

2 Generate the Traditional UI in Constellation assets

1. In the application switcher menu, click Settings, and then click Traditional UI in Constellation.
   
2. Click Generate assets.
   
3. Complete the Traditional UI in Constellation wizard:
   1. In the Application list, select ProConfig.
   2. In the Application Version list, select 01.01.01.
   3. In the Application Skin list, select ProConfig.
   4. In the Case types section, click Add, and then select Create Product.
   5. Click Save.
      
   Note: If asset generation fails, repeat this step but select the CosmosSkin application skin.
4. Confirm that the wizard completed the configuration, and then click Done.
   

3 Refresh the routing table

1. Open the Application Definition (Tell Us More > View Application Rule).
2. On the Definition tab, scroll to Advanced, and then click Generate or update routing table.
   
3. Click Save.

4 Add Create Product Case Type to the Portal

1. In the navigation pane, click Channels, and then open the Portal.
2. Click the Portal navigation tab.
3. In the Create menu section, click Add case type, and then add Create Product.
   
4. Click Save.

Note: If Create Product does not appear, log out and then log back in.

5 Add a Constellation application to Theme Cosmos

1. Open the Author@SL operator:
   1. In the header, click Configure > Org & Security > Organization > Operators.
   2. In the Search Text field, enter Author@SL, and then click Search.
   3. In the search results, click Author@SL.
2. In the Application Access section, add the TrackIT:Authors Access Group.
   
3. Click Save.
4. In the application switcher menu, click Switch Application, and then select TrackIT.
5. Open the TrackIT Application Definition:
   1. In the studio switcher, click App Studio, and then click Infinity Studio.
   2. In the application switcher, click TrackIT, and then click View Application Rule.
6. Confirm that Shipment is listed as a built-on application.
   
7. Click the Cases & data tab.
8. In the Case Types section, click Add item, and then add a Case Type:
   1. Select the checkbox for the row.
   2. In the Name column, enter Ship.
   3. In the Work ID prefix column, enter S-.
   4. In the Implementation class column, enter SL-Shipment-Work-ShipParcel.
      
9. Click Save.
10. In the Case Types pane, click the More icon, click Refresh, and then confirm that Ship Parcel is listed.
    

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Available in the following mission:

• Constellation Adoption v4