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Challenge

Creating calculated fields

3 Tasks

15 mins

Visible to all users
Beginner Pega Platform 8.4 English

Scenario

The MyTown mayor and the services coordinator want to track the amount of time that crews spend on repair phases. New fields in the Perform Repair step must track setup, repair, cleanup, and total time for each repair. The Review Repair step must display the times as well.

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

Role User name Password
Application Developer author@mytown pega123!

Challenge Walkthrough

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 Add fields to the Perform repair step

  1. In the App Studio navigation pane, click Case types > Service Request to display the Service Request case life cycle.
  2. In the Service request case type, on the Workflow tab, select the Perform repair step.
  3. In the contextual property pane to the right, click Configure view.
  4. Under the the Field entry row, click + Add field.
    Add field
  5. In the empty field, enter Setup time to name the field.
  6. From the Type drop-down, select Integer.
  7. From the Options drop-down, select Required.
  8. Repeat steps 3-6 to create required integer fields named Repair time and Cleanup time. 
    Field name Type Option
    Repair time Integer Required
    Cleanup time Integer Required
  9. Repeat steps 3-5 to add an integer field named Total repair time.
  10. From the Options drop-down, select Calculated (read-only).
  11. To the right of the Total repair time field row, click the Gear icon to open the Calculation configuration window. 
    Click the gear icon to display calculation entry fields
  12. From the Function drop-down, select Custom.
  13. In the empty field, enter .SetupTime + .RepairTime + .CleanupTime.
    Enter custom calculation
  14. In the entry box, click Submit to close the entry box and record the calculation.
  15. Click Submit to record the new fields and return to the Workflow tab of the case life cycle.
  16. Click Save to save your changes in the case life cycle.

2 Add read-only fields to the Review repair step

  1. In the Service Request case type, on the Workflow tab, select the Review repair step.
  2. In the contextual property pane to the right, click Configure view.
  3. In the left pane, click Fields to expand the Fields list. 
    Click Fields to open list
  4. In the list of fields, hover your pointer to the right of the Setup time field to display a Plus icon.
  5. Click the Plus icon to add the Setup time field to the view list.  
  6. From the Options drop-down, select Read-only.
    Add setup time fields to review repairs view
  7. Repeat steps 4-6 to add the Repair time and Cleanup time fields.
  8. Repeat steps 4-5 to add the Total repair time field.
    Note: The Total repair time field is already Read-only and does not require configuration.
  9. Click Submit to record the changes.
  10. Click Save to save your changes to the case life cycle.

3 Confirm your work (section not graded)

  1. In the Service Request case type, on the Workflow tab, click Save and run to create a new service request case.
  2. In the Create view, complete any required fields before advancing the case.
  3. In the upper right of the Report problem view, click Actions > Change stage to display the change stage options. 
    Click Actions to display the actions menu
  4. From the new drop-down list, select Choose a stage to display the case stages.
  5. From the drop-down list on the right, select Resolution as the target stage.
    Choose a stage
  6. Click Continue to advance to the Perform repair step of the Resolution stage.
  7. In the Setup time field, enter 10 as the number of minutes spent setting up a repair.
  8. In the Repair time field, enter 80 as the number of minutes spent performing the repair.
  9. In the Cleanup time field, enter 30 as the number of minutes spent cleaning up the site after the repair.
  10. Tab or click out of the Cleanup time field to allow the calculation to execute and provide a total. In this case, the amount in the Total repair time field is 120.
    Verify your work with the calculated fields
  11. Click Submit to move to the Review repair approval step.
  12. Confirm the time entry fields display as read-only fields with the numbers you entered in steps 6-8. 
    Verify read only fields


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