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Creating landing pages

4 Tasks

30 mins

Pega Platform '24.2
Visible to: All users
Advanced
Pega Platform '24.2
English

Scenario

MDC offers three membership types: Bronze, Silver, and Gold. The registration cost varies depending on the membership type. Registration requests are routed to the executive manager for approval.

The executive manager can update the membership type and pricing models.

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

Role User name Password
Admin admin@deliveryservice rules
Executive Manager executivemanager@mdc rules

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 Identify design options

There are two options to implement the given requirement:

  • Option 1: Add a landing page on the Executive Manager portal to add or update the membership types and pricing model.
  • Option 2: Delegate the data object to the executive manager role to add or update the membership types and pricing model.

2 Evaluate design options

The following table outlines the pros and cons of two design options for implementing the given requirement:

Design Pros Cons
Landing page
  • User interaction and navigation
  • Access controlled by roles and permissions
  • Configured by using low-code tools
  • Supports list-based pages only
Delegate a data object
  • Empowers business users to manage data
  • Supports business Rules, decision tables, and data tables
  • Delegation controlled by developers
  • No default way to display the data object in the user Portal

3 Recommend the best design option

Adding a landing page to the Executive Manager portal is the recommended approach because it is easy to configure and does not require customization.

4 Implement solution details

  1. In the Pega Platform instance for the challenge, enter the following credentials:
    1. In the User name field, enter admin@deliveryservice.
    2. In the Password field, enter rules.
  2. In the header of Dev Studio, click Dev Studio > App Studio.
  3. In the navigation pane of App Studio, click Channels.
  4. In the Current channel interfaces section, click Executive Manager Portal.
  5. On the Portal page, on the Content tab, click Landing pages.
  6. In the Landing pages pane, click Add, and then configure the page:
    1. In the Name field, enter Membership Type.
    2. In the Template list, select List Page.
    3. Click Submit.
      The configuration to add a landing page to a porta.
  7. In the Edit landing page area, in the Data page list, select List Membership Type.
  8. In the Columns section, click Add, and then enter Primary fields.
  9. Select the Primary fields checkbox, and then click Add.
Edit landing page.
  1. In the Editing section, allow user edits by selecting the Allow edit, delete and create checkbox to enable the create, read, update, and delete (CRUD) operations of records of the data object from landing pages.
The Allow edit, delete and create checkbox.
  1. Click Save.
  2. In the Landing pages pane, click the back arrow to return to the Main navigation section.
  3. In the Landing pages section, click Add item to add the newly created Membership Type landing page to the Executive Manager Portal, and then save the configuration details.
Main navigation.

Confirm your work

  1. In the lower-left corner of App Studio, click the user icon, and then click Log off.
  2. Log in as the executive manager:
    1. In the User name field, enter executivemanager@mdc.
    2. In the Password field, enter rules.
  3. From the left navigation pane, click Membership Type landing page.
  4. Verify that you can add, edit, or delete the records.


Available in the following missions:

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