Skip to main content

Configuring a portal

1 Task

10 mins

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

Scenario

GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors, auditors review common service requests (including vehicle unlock, tire repair, and battery charge). The new auditor role requires a unique interface. As the Director of Vendor Management, create a new Auditor portal and add an existing landing page to view recent Assistance Request cases. 

Note: Before you begin, generate 5-10 case instances with varying service types.
Note: The framework of this challenge uses the Constellation architecture of Pega Platform™. To practice this challenge on the Traditional UI architecture, see the Configuring a portal version 8.8 challenge.

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

Role User name Password
Application Developer 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 Create a channel interface for the auditor

  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 App Studio navigation pane, click Channels to display the current channel interfaces.
  3. In the Create new channel interface section, click Portal to display the New portal dialog box.
    Create Channel interface
  4. In the Name field, enter Auditor.
  5. In the Description field, enter Custom portal for the GoGoRoad auditor.
  6. In the What type of portal experience do you want to build?, click Standard work portal.  
  7. In the New portal dialog box, click Submit.
    New Portal
  8. On the Content tab, click Landing pages.
  9. In Landing pages page, click Add to display the Add a page dialog box.
    Add landing page
  10. In the Name field, enter Assistance Request.
  11. In the Template list, select List page.
  12. In the Add a page dialog box, click Submit.
    Add a page
  13. In the Edit landing page: Assistance Request, confirm Name is Assistance Request.
  14. In the Data page field, select Assistance Request List.
  15. In the Columns section, click Add.
  16. Select fields Case ID, Label, Create date/time, Create operator name, Work Status and Service type, click Add.
    Edit landing page
  17. Click Save to save the new landing page.
  18. Click the left arrow next to Landing pages to go back to Main navigation page. 
  19. In the Main navigation page, click Add item and select Assistance Request.
    Main navigation
  20. To the right of the My Work item, click the Trash can icon to remove the item from the Landing pages menu.
  21. Repeat step 20 to remove the Dashboards item from the Landing pages menu.
  22. In the Landing pages menu section, click and drag the items to match the following order: Home, Assistance Request, and Explore Data.
    Main navigation final
  23. Click the Configuration tab.
  24. In the Channel header list, select Application name + Channel name.
  25. Click Save.

Confirm your work

  1. In the App Studio header, click Preview.
  2. In the App Studio header, click Web Portal > Auditor to view the Auditor channel interface.
    WebportalAuditor
  3. Hover over the Navigation menu on the left side of the Auditor portal. 
    Auditor portal name and channel name
  4. Click Assistance Request to open the Assistance Request List landing page.
  5. Confirm that the table updates include all the appropriate columns.
Assistance request landing page

 

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

Available in the following missions:

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

Did you find this content helpful?

Yes
No

Want to help us improve this content?
Suggest an edit

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