Skip to main content

Configuring a form View

2 Tasks

10 mins

Visible to: All users
Beginner Pega Platform '23 User Experience Constellation English


After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated with the Assistance Request Case.

The Confirm request details View is configured with a two-column layout. The configuration of the View overrides Case Step instructions. The Assistance Request Info heading is not displayed.

Note: The framework of this challenge uses the Constellation architecture of Pega Platform™.

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

Role User name Password
Application Development author@gogoroad pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

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 Edit the Confirm request details View

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@gogoroad.
    2. In the Password field, enter pega123!.
  2. In the navigation pane of App Studio, click Case Types > Service.
  3. Click the Confirm request details Step to display the contextual properties pane on the right.
  4. In the contextual properties pane, click Configure View to configure the Confirm request details View.
  5. In the Layout list, select 2 column to change the display from one column to two columns.
    Confirm request details with 2 column layout selected
  6. In the Instructions list, select Override Case Step instructions
  7. In the Instruction text field, enter Review and confirm the accuracy of customer, service address, and vehicle information associated with the assistance request to override Case Step instructions.
    Confirm request details with override instructions
  8. To the right of Assistance Request Info, click Configure.
    Configure button to the right of Assistance request info
  9. In the Configure View: Assistance Request Info dialog box, clear the Show heading checkbox.
  10. Click Save to dismiss the Configure View: Assistance Request Info dialog box. 

2 Reorder fields in the Service address View

  1. Click Assistance Request Info to display the Edit View: Assistance Request Info window.
  2. Click Assistance Request Info - Service address to display the Edit View: Assistance Request Info - Service address window.
  3. In Region A, drag the Street field and drop it in the first position in Region A.
    Note: This is a shared View. Changes that you make to shared Views affect other Views that reuse the shared View.
  4. Click Submit to finish configuring the Confirm request details View and Service address View.
  5. Click Save to save the changes to the Service Case.

Confirm your work

  1. Click Preview to open the Web Portal.
  2. In the navigation pane of the Web Portal, click Create > Assistance Request to create a new Assistant Request Case.
    Create menu in the Web Portal that shows the Assistance Request case
  3. Advance the Case to the Service Stage.
  4. In the Select service provider View, select a service provider, and then click Submit to display the Confirm request details View.
  5. In the Confirm request details View, confirm that the instructions are displayed, that the Assistance Request Info heading is not displayed, and that the fields are displayed in two columns.
    Confirm request details view at runtime
    Note: If the display is narrow, the two columns collapse into a single column.

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

Available in the following missions:

If you are having problems with your training, please review the Pega Academy Support FAQs.

Did you find this content helpful?

100% found this content useful

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice