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Challenge

Creating a field group

3 Tasks

15 mins

Visible to all users
Beginner English

Scenario

The mayor of myTown asks you, the town projects manager, to enable residents that report problems online to enter contact information and list any previous issues at the same site. You must add the necessary field groups to the Service Request application.

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 Submitter information field group

  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.
  3. On the right, click Configure view to configure the step.
  4. In the empty field, enter Submitter information to name the field.
  5. From the Type drop-down, select Field group.
  6. From the View drop-down, select Create default view.  
    create default view for a step
  7. To the right of the View drop-down, click Open to create fields within the Submitter information field group.
  8. In the first field, enter Submitter First Name. The Type drop-down defaults to Text (single line).
  9. Create three additional fields by using the information in the following table.

    Field Name

    Field Type

    Submitter Last Name

    Text (single line)

    Submitter Address

    Text (paragraph)

    Submitter Phone Number

    Phone

    Note: The address is captured in one Text (paragraph) field to keep this challenge brief. In a real 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.
  10. Click Submit to dismiss the view configuration window.
  11. Click Save to save your work.

2 Create the Previous issues at this location field group list

  1. In the Service Request case type, click the Identify location step.
  2. In the contextual property pane to the right, click Configure view to configure the step.
  3. Click + Add field to display a new field row.
  4. In the Field field, enter Previous issues at this location to name the field.
  5. From the Type drop-down, select Field group (list) to display a new field row.
    Field group list ready for fields to be added
  6. In the new field, enter Date to name the first field.
  7. From the Type drop-down, select Date only.
  8. Click + Add field to Previous issues at this location to display a new field row.
  9. Using the following image, add the remaining fields.
    Field group list with new fields.
  10. Click Submit to dismiss the view configuration window.
  11. Click Save to save your work.

3 Confirm your work

  1. In the Service Request case type, click the Data Model tab to confirm that your fields are displayed correctly.

    App Studio displays the top level of the Data Model.

    create-fields-data-model
  2. Under Options, click Data object: Previous issues at this location to see the field group list details.
    Previous issues at this location field group list
  3. In the upper left, click the left-pointing arrow, then Data Model, to return to the Data Model.
  4. Under Options, click Data object: Submitter information to see the field group details.
    Submitter information field group
  5. In the upper left, click the left-pointing arrow to return to the Workflow tab.
  6. In the upper right, click Save and Run.
  7. In the Create view, complete any required fields before advancing the case.
  8. Click Continue to move the case past the Report problem step.
  9. In the Identify location step, add several issues to the Previous issues at this location fields.
    Previous issues view with issues entered for potholes and road still not repaved.
  10. Click Continue.
  11. In the Identify submitter step, enter sample submitter details.
    Name, address, phone for a person reporting a problem.


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