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Challenge

Creating a composite tab

3 Tasks

5 mins

Visible to all users
Advanced Pega Customer Service 8.4 English

Scenario

As a system architect, you have a requirement to create a new tab to display the first name, last name, and mobile phone number for a contact in a separate tab.

Use the following credentials to log in to the exercise system:

Role

Username

Password

System Architect

CASysAdmin

rules

Your assignment consists of the following tasks:

Task 1: Create a new section called ContactInfo
In PegaCA-Work > User Interface > Section, create a new section called ContactInfo, and add the fields First Name, Last Name, and Mobile Phone to the section

Task 2: Create a new tab and add the ContactInfo section
Find the section used to display the customer composite tabs and add the section you created.

Task 3: Verify your work
In the Interaction Portal, start an interaction with John Brown and verify that the new Contact tab is displayed.

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 Task 1: Create a new section called ContactInfo

Create a new section for your customer composite tab.

  1. Log in as operator casysadmin with password rules.
  2. Open the App Explorer and navigate to PegaCA-Work > User Interface > Section.
  3. Right-click Section and click Create.
  4. On the Create Section page enter the following information
    1. Label: ContactInfo
    2. Development branch: No branch
    3. Ruleset: PegaCS-Sample
    4. Version: 08-03-02
  5. Click Create and open.
  6. In the right panel, click +, scroll to the Data Display section, then click the Text object to add the field to the section.
  7. Select the newly added field and click the Pencil icon.
  8. In the Property field, enter .Contact.FirstName and click Submit.
  9. Repeat steps 5, 6 and 7 to add properties for .Contact.LastName and .Contact.MobilePhone.
  10. Click Save to save the section.

 

    2 Task 2: Create a new tab and add the ContactInfo section

    Find the section used to display the customer composite tabs and add the section you created.

    1. In Dev Studio, search for CPMCompositeTabs.
    2. Click Section in PegaCA-Work class, select CPMCompositeTabs.
    3. Click Save as to save the tab and confirm that the ruleset is PegaCS-Sample and version 08-03-02.
    4. Click Create and open.
    5. Click Structural, drag a Dynamic layout object before the Account layout.
      composite tab section
    6. Click the gear icon for the new Dynamic Layout.
    7. In the Container Settings, in the Title field, name the field Contact.
    8. Click Submit to save the tab settings.
    9. Click Structural, drag an Embedded Section object, and place it inside the Contact layout.
    10. Set the name of the section to: ContactInfo.
    11. Click Submit to the add new section to the tab.
    12. Click Save.

     

      3 Task 3: Verify your work

      In the Interaction Portal, start an interaction with John Brown and verify that the new Contact tab is displayed.

      1. In Dev Studio, click Launch web interface > Interaction Portal to open the Interaction Portal.
      2. In the Interaction Portal, click + New > Demo Screen Pops > Demo Pop - BROWN to start an interaction with John Brown.
      3. Click Accept to accept the incoming call. The Contact tab you added should be displayed.


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