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Creating field groups in Constellation Views

4 Tasks

35 mins

 Visible to: All users Applies to: Pega Platform '25
Intermediate
User Experience
Constellation
English

Scenario

Important aspects of the UI configuration for the Tell Us More application from Sweet Life Inc. are Field Groups and the Search and select pattern for navigating product list information. As a System Architect on the Sweet Life application project, you are tasked with configuring the Service Details and Product Details Views that incorporate these UI features.

Note: Complete the challenge Designing Views with Constellation before beginning this challenge.

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

Role User name Password
System Architect Author@SL pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.
Note: This challenge does not have a demo video. Please refer to the Detailed Tasks for step-by-step instructions to complete the challenge. 

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 Configure a Field Group and Validation in the Service Details View

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter Author@SL.
    2. In the Password field, enter pega123!
  2. In the navigation pane of App Studio, click Case Types > Incident to open the Incident Case Type.
  3. In the Incident Case Type, click the Workflow tab.
  4. Click the Service Issue Step to open the contextual properties pane on the right.  
  5. Click Configure User Action to open the Edit View: Service Details window.
  6. In the Fields section, click Add > Fields > Communication channel > Add to add the field to the View.
  7. Click Add, and then click Create Field Group.
    Create Field Group
    Note: Field Groups are unique to the View in which they are created. For more information about Field Groups, see Configuring field groups.
  8. In the New Field Group window, enter the following information:
    1. In the Heading field, enter Incident details.
    2. In the Instructions list, select Show instructions.
    3. In the Instructions text field, enter Please answer the questions below.
    4. Click Submit.
      Add new field group
  9. In the Incident details Field Group row, click the Add icon.
  10. Click Fields, select the What happened? and When did this happen? checkboxes, and then click Add.
    Add new fields
  11. To the right of Communication channel, click the Gear icon to display the Configure field: Communication channel window.
  12. In the Conditions section, in the Required field, select Always, and then click Save.
  13. Repeat Steps 11-12 for the What happened? and When did this happen? fields.
  14. In the Service Details window, click the Conditions tab.
  15. Click Add condition, and then in the Message field, enter The date must be in the past.
  16. Create a Condition that states When did this happen? is after Today, and then click Submit.
    Add condition
    Note: For more information about building a custom Condition, see Defining Conditions in the Condition builder.
  17. Click Save.

2 Configure the Field Groups for the Product Details View

  1. In the Incident Case Type, click the UX tab.
  2. Click the Other Views tab, and then in the Form section, click the Product Details View.
  3. Click Add > Create Field Group to create a new Field Group with the following details:
    1. In the Heading field, enter Select product.
    2. In the Instructions list, select Show instructions.
    3. In the Instruction text field, enter Please select the product that was involved in the incident.
    4. Click Submit.
  4. Repeat step 3 to create a new Field Group with the following details:
    1. In the Heading field, enter Incident details.
    2. In the Instructions list, select Show instructions.
    3. In the Instruction text field, enter Please answer all of the questions below.
    4. Click Submit.
      Product Details Field Groups
Note: This Incident details Field Group is unique to the Product Details View and is not related to the Incident details Field Group created for the Service Details View in Task 2 of this challenge.

3 Configure the Select Product and Incident Details Field Groups

  1. In the Select product Field Group row, click Add, and then click Fields > Create Field.
  2. Create a field with the following details:
    1. In the Name field, enter Product.
    2. In the Type list, select Data Reference.
    3. In the Data object list, select Product.
    4. In the Options section, select Single record.
    5. Expand the Advanced section, and then select the Reference data is copied to the Case checkbox.
    6. In the Data Page list, select Product.
    7. Click Submit.
  3. Click the Product field.
    Click Product under Field Group select product
  4.  In the Edit field: Product window, in the Input settings section, configure the following details:
    1. In the Mode field, select Single-select.
    2. In the Display as field, select Table.
    3. In the Data Page field, select List Product.
    4. In the Columns section, add the following columns to the view:
      • Name
      • SKU
      • Category Name
        Configure Product field
  5. Click Back to return to the Product Details View.
  6. Add the Cost field to Select Product Field Group:
    1. In the Select Product Field Group row, click Add.
    2. Click Fields > Product > Fields > Cost > Add.
  7. In the Select product Field Group row, click Add, and then click Fields > Create Field.
  8. Create a new field with the following details:
    1. In the Name field, enter Proof.
    2. In the Type field, select Attachment.
    3. In the Attachment category field, enter Picture.
    4. In the Type field, select Single record.
    5. Click Submit.
  9. In the Proof field row, click the Gear icon. 
  10. In the Configure field: Proof window, complete the following details:
    1. In the Label value field, select Custom.
    2. In the Custom label value enter Proof.
    3. In the Helper text field, enter Please attach proof of issue.
    4. Click Save.
  11. In the Incident details Field Group row, click Add.
  12. Click Fields, select the What happened? and When did this happen? checkboxes, and then click Add.
    Configure the field groups

4 Configure Validation on the Product Details View

  1. In the Incident Case Type, click the Workflow tab.
  2. Click the Product Issue Step to open the contextual properties pane on the right.
  3. Click Configure User Action to open the Edit View: Product Details window.
  4. In the Edit View: Product Details window, click the Conditions tab.
  5. Click Add Condition.
  6. Complete the following steps to create the conditional Validation:
    1. In the Message field, enter The date must be in the past.
    2. Create a Condition that states When did this happen? is after Today.
    3. Click Submit.
  7. Click Save.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

Return to mission
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