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Challenge

Configuring a data source

2 Tasks

15 mins

Visible to all users
Beginner Pega Customer Service 8.5 English
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Scenario

As a system architect, there is a requirement for the contact identifier to be used in dialogs in the Contact category. You have been tasked with updating the appropriate data source to make the property available for dialogs.

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

Role

User name

Password

System Architect

casysadmin

rules

Your assignment consists of the following tasks:

Task 1: Update the data source to add the Contact identifier property

In App Studio access the data source and open the data source to add the Contact identifier property.

Task 2: Confirm your work

Start a service case and customize the dialog. Confirm that the property you added are available to you.

Challenge Walkthrough

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

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

Detailed Tasks

1 Update the data source to add the Contact identifier property

  1. Log in as a system architect with User name casysadmin and Password rules.
  2. In the navigation pane of App Studio, click Data > Data objects and integrations to list all data sources.
    CH25581-2-EN-App Studio data sources
  3. Select the Contact data source.
  4. Click the Settings tab.
    CH25581-2-EN-Contact data source
  5. Click Data source options to access the available dialog properties.
  6. In the Select data source category list, select Contact.
  7. Click Add new, and then select Contact identifier to add that property.
    CH25581-2-EN-Settings
  8. Click Save.
  9. Click Close to leave the data source settings.

2 Confirm your work

  1. In Pega Customer Service, click New > Demo Screen Pops > Demo Pop - CONNOR to start an interaction with Sara Connor.
  2. On the Interaction Portal, click Add task, and then select Statement Copy to start a service case.
  3. In the Statement copy service case, click the More icon, and then select Configuration tools to access the Configuration tools dialog box.
  4. In the Configuration tools dialog box, on the Dialogs tab, click Add new.
    CH25581-2-EN-Config tools
  5. In the Refer to list, select Contact.
  6. Confirm that Contact identifier property is available in the Attribute list.
    CH25581-2-EN-Dialog


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