Skip to main content

Configuring Primary Fields for BAs

4 Tasks

10 mins

 Visible to: All users
Beginner
Data Integration
User Experience
Constellation
English
Verify the version tags to ensure you are consuming the intended content or, complete the latest version.

Scenario

During Directly Capture Objectives (DCO) conversations, business stakeholders revealed that GoGoRoad's CSRs waste valuable time searching for basic information related to assistance requests when answering questions from service providers. As a result, a business requirement of the GoGoRoad project is to ensure that the most relevant Case-related information is always visible when accessing a Case. 

As a Pega Business Architect, you propose including the most important fields of the Case in the default Details View of Constellation to satisfy this business requirement. After a conversation with a System Architect, you determine that fields sourced directly from user input should have a Primary designation and display automatically on the Details View. Fields that the system sources from data records should populate the Details View. 

User story

As a member of the GoGoRoad Service team, I want the most important Case information related to the service type, customer, service address, and vehicle to be visible at all times during Case processing so that I can respond to Case-related questions more quickly and effectively.

Technical notes documented by the System Architect

  • The Service address data object has the following fields designated as Primary: Street, City, and State
  • The Vehicle information data object has the following fields designated as Primary: Make and Model
  • The Service type field is designated as Primary.
  • The Account ID field from the Customer (AR) data relationship field is included in Constellation's Details View.

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

Role User name Password
Business Architect author@gogoroad pega123!

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 Add Primary fields to the Service address data object

  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 Data to access the Data Model of the GoGoRoad application.
  3. Click Service address to access the fields that are associated with the Service address data object.
  4. In the upper-right corner of the Service address  Data Model, click Primary fields to access the list of Primary fields associated with the Service address data object.
  5. In the Primary field configuration dialog box, click Add.
  6. In the list of available fields, select City, State, and Street, and then click Add.
  7. Drag Street to the top of the list of Primary Fields.
    Selecting the Primary fields for the Service address data object
  8. Click Submit to return to the Service address data object.
  9. In the upper-right corner, click Save to save your work.
  10. Click Return to previous page to access the list of data objects. 
    Highlighting the Primary fields in the Service address data object

2 Add Primary fields to the Vehicle information data object

  1. In the list of data objects, click Vehicle information to access the fields associated with the Vehicle information data object.
  2. In the upper-right corner of the Vehicle information Data Model, click Primary fields.
  3. In the Primary field configuration dialog box, click Add.
  4. In the list of available fields, select Make and Model, and then click Add.
  5. Click Submit to return to the Vehicle information data object.
    Highlighting the Primary fields in the Vehicle information data object
  6. In the upper-right corner, click Save to save your work.

3 Configure the Assistance Request Case Type Primary fields

  1. In the navigation pane of App Studio, click Case Types > Assistance Request to display the Assistance Request Case Life Cycle.
  2. In the Assistance Request Case Life Cycle, click the Data model tab.
  3. In the upper-right corner, click Primary fields to access the list of Primary fields associated with the Assistance Request Case Type.
  4. In the Primary field configuration dialog box, click the Remove icon to remove the Label field from the list of Primary Fields.
  5. Repeat step 4 to remove the Description field from the list of Primary Fields.
  6. In the Primary fields configuration dialog box, click Add to add a new field to the list of Primary Fields.
  7. In the list of available fields, select Service address (AR), Service type, and Vehicle information (AR), and then click Add.
  8. Drag Service type to the top of the list of Primary Fields.
    Primary fields in the Assistance Request Case Type
  9. Click Submit.

4 Configure the Details View

  1. In the Assistance Request Case Life Cycle, click the UX tab.
  2. On the right of the UX  tab, click the Other Views tab.
  3. In the Partial section, click Details to access the Details View.
    Highlighting Other Views and the Details section
  4. In the Edit View: Details window, in Region A, click Add > Views > Primary fields, and then click Add.
  5. In the Edit View: Details window, in Region A, in the Primary fields row, click the Configure icon.
    Highlighting the configure icon for the Primary fields View
  6. Clear the Show heading checkbox, and then click Save.
  7. In Region A, click Add > Fields > Customer (AR), then click Add.
  8. In Region A, click Customer (AR).
  9. In the Edit field: Customer (AR) window, in the Display field list, select Account ID.
    Selected Account ID as the display field for Customer AR
  10. Click Back to return to the Edit View: Details window.
  11. Drag the Customer (AR) data reference field above the Primary fields View.
    The Details View including Customer Account ID, Service Address, and Vehicle information Primary fields.
  12. In the upper-right corner, click Save.

Confirm your work

  1. In App Studio, click Save and run to create a new Assistance Request Case.
  2. In the Identify issue Step, select a service type, and then click Next.
  3. In the Identify customer Step, select a Customer ID, and then click Next.
  4. In the Identify location Step, enter values in the Street, City, and State fields, and then click Next.
  5. In the Identify vehicle Step, enter values in the Make and Model fields, and then click Submit.
  6. Confirm that the information you have entered is displayed in the Details View in the Web Portal.
    The completed Details View in the Web portal

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

Available in the following mission:

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