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Configuring the Work landing page to show Worklists and Work Queues

1 Task

40 mins

Pega Platform '24.2
Visible to: All users
Advanced
Pega Platform '24.2
English

Scenario

The executive manager wants to view their Worklist and Work Queues on the Work landing page. This visibility will help them see all Assignments in a single-page View.

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

Role User name Password
Admin admin@deliveryservice rules
Executive Manager executivemanager@mdc rules

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Implement solution details

  1. In the Pega Platform instance for the challenge, enter the following credentials:
    1. In the User name field, enter admin@deliveryservice.
    2. In the Password field, enter rules.
  2. In the header of Dev Studio, click Dev Studio > App Studio.
  3. In the navigation pane of App Studio, click Channels.
  4. In the Current channel interfaces section, click Executive Manager Portal.
  5. On the Portal landing page, on the Content tab, click Landing pages.
  6. In the Landing pages pane, click Add, and then configure the following page fields:
    1. In the Name field, enter Work.
    2. In the Template list, select One column.
    3. Click Submit.
Add a landing page.
  1. In the Edit landing page pane, in the Region A section, click Add.
Add widgets.
  1.  In the Widgets field, select Todo, and then click Add.
Todo Widgets.
  1. In the Todo widget field, click the Gear icon, and then select the My worklist and Work Queues checkboxes.
Configure widget.
  1. Click Save.
  2. In the Landing pages pane, click the back arrow to return to the Main navigation section.
  3. In the Landing pages section, click Add item to add the newly created Work landing page to the Executive Manager Portal, and then save the configuration details.
Adding landing page to main navigation.

Confirm your work

  1. In the lower-left corner of App Studio, click the user icon, and then click Log off.
  2. Log in as the executive manager:
    1. In the User name field, enter executivemanager@mdc.
    2. In the Password field, enter rules.
  3. In the navigation pane, click Work landing page.
  4. Verify that you can view Tasks in the Worklist and Work Queues.
Executive manager tasks.


Available in the following missions:

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