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Challenge

Creating a data relationship

2 Tasks

15 mins

Visible to all users
Beginner Pega Platform 8.6 Data Integration English

Scenario

The mayor of MyTown asks you, the town project manager, to enable residents who report problems online to enter contact information and list any previous issues at the same site. You must add an embedded data field to the Service Request case type.

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 Create the Person data object

  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, click the Identify submitter step to open the Step properties pane on the right.
  3. In the Step properties pane, click Configure view to configure the view of the step.
  4. In the view configuration dialog box, on the Fields tab, click Add field to add a field to the Identify submitter view.
  5. In the field configuration window, in the Field name field, enter Submitter information to name the field.
  6. In the Type list, select Embedded data.
  7. In the Data object list, select Define new data object.
  8. In the Data object name field, enter Person to name the data object, and then click OK.
    Submitter information data object creation
  9. Click Submit to close the field configuration window.
  10. In the Options list, select Create default view.
    default view
  11. To the right of Create default view, click Open to create fields within the Submitter information data relationship.
  12. Click Add field.
  13. In the Field name field, enter First name. The Type list defaults to Text (single line).
  14. Click Submit & add another
  15. Create three additional fields by using the information in the following table.

    Field Name

    Field Type

    Last name

    Text (single line)

    Address

    Text (paragraph)

    Phone

    Phone

    Note: The address is captured in one Text (paragraph) field to keep this challenge brief. In a real-world application, an address is captured in separate fields, such as street, city, state/province, and ZIP/postal code to automate data analysis in the application.
  16. Click Submit to dismiss the view configuration dialog box.
  17. In the upper right, click Save to save your work.

2 Create the Previous issues at this location embedded data list

  1. In the Service Request case type, click the Identify location step.
  2. In the Step property pane to the right, click Configure view to configure the view of the step.
  3. In the view configuration dialog box, on the Fields tab, click Add field.
  4. In the field configuration window, in the Field name field, enter Previous issues at this location to name the field.
  5. In the Type list, select Embedded data.
  6. In the Data object list, select Define new data object.
  7. In the Data object name field, enter Issues to name the data object. 
  8. Click OK to close the dialog box.
  9. In the Options field, select List of records.
  10. Click Submit to close the field configuration window.
  11. In the Fields tab, click Add field to Previous issues at this location > Add new field to add a new field to the data relationship.
  12. In the field configuration window, in the Field name field, enter Date to name the first field.
  13. In the Type list, select Date only.
  14. Click Submit & add another.
  15. Create two additional fields by using the information in the following table.
    Field Name Field Type
    Issue Text (single line) 
    Is resolved Boolean
  16. To the right of the blank row, click the Delete icon to remove the row.

    Issue data relationship

  17. Click Submit to dismiss the view configuration dialog box.
  18. In the upper right, click Save to save your work.

Confirm your work

  1. In the Service Request case type, click the Data model tab to confirm that your fields are displayed correctly.
    service data model
  2. In the Options column, click Issues to see the data object details.

    Previous issues at this locxation

  3. In the upper left, click the Back to previous page icon to return to the case life cycle. 

    back icon

  4. Click the Data model tab to return to the Service Request data model.
  5. In the Options column, click Person to see the data object details.
    Person data object
  6. In the upper left, click the Back to previous page icon to return to the Workflow tab.
  7. In the upper right, click Save and run.
  8. In the Report problem view, click Continue to advance to the Identify location view.
  9. In the Identify location step, enter an address in the Address field.
  10. In the Identify location step, click Add item to add several issues to the Previous issues at this location fields.

    Previous issues example

  11. Click Continue.
  12. In the Identify submitter step, enter submitter information details.
    Submitter information example


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