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Configuring a full Case View

2 Tasks

10 mins

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

Scenario

The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History tab on the full Case View instead of History being under the Pulse tab. Configure the full Case View to display the requested information when processing a Service Case.

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 Developer author@mytown 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 Configure the summary information in the full Case View

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@mytown.
    2. In the Password field, enter pega123!.
  2. Click Case Types > Service Request to display the Case Life Cycle. 
  3. Click the UX tab to display the Full Page View configuration pane.
  4. In the Heading list, select Case ID to display the Case ID at the top of the Preview View.
  5. In the Subheading list, select Label to display the Case Type label below the Case ID.
  6. In the Highlighted fields area, confirm that the Urgency and Work Status fields are present.
    full case view heading highlighted
  7. In the Summary area, click Add > Fields to add information to display in the Case summary data.
    full case view add summary fields
  8. Select the Create date/time, Create Operator, Update date/time, and Update operator name fields, then click Add.
  9. To the right of the Create operator widget, click the Remove icon.
    full case view summary data remove icon
  10. Repeat step 9 to remove the Update operator widget.

2 Configure the tabs and utilities in the full Case View

  1. In the Tabs area, click Add to display the New tab dialog box.
  2. In the Name field, enter History to name the new tab and then click Submit.
    full case view new tab
  3. Click History to display the Edit tab: History configuration pane.
    Click History
  4. In the Region A section, click Add > Widgets > Case history and then click Add.
  5. Click Back to return to the Full Page View configuration pane.
    full case view edit history tab
  6. Click Pulse to display the Edit tab: Pulse configuration pane.
  7. To the right of the History tab, click the Remove icon.
    Delete the History tab
  8. Click Back to return to the Full Page View configuration pane.
  9. In the Utilities section, confirm that the Attachments and Followers widgets are present.
  10. In the Options section, clear the Show Case icon checkbox.
    full case view utilities
  11. Click Save to save the changes to the Service full Case View.

Confirm your work

  1. Click Save and run to run a new Case.
  2. Confirm that the full Case View displays the Case ID, Case label, summary information fields, and history tab that you added.
  3. To the right, click the Expand icon to display the Utilities area and confirm that the Attachments and Followers widgets display.
    full case view preview

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

Available in the following missions:

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