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.

Challenge Walkthrough

Detailed Tasks

1 Create a channel interface for the auditor

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

Confirm your work

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