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Challenge

Creating a new service request

6 Tasks

10 mins

Visible to all users
Intermediate Pega Customer Service 8.7 Case Management English

Scenario

U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat. In the request, employees can select the type of sandwich, sandwich toppings, and a beverage.

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

Role User name Password
CS Administrator CSAppAdmin password123!

Your assignment consists of the following tasks:

Task 1: Create a new case type

In App Studio, create a new case type named Order Lunch that uses the Customer Service Generic Template.

Task 2: Add properties to the data model

Add fields for Sandwich, Toppings, and Drink to the data model.

Task 3: Update the Case input section of the UI

Update the Case input section of the UI to add fields for the case.

Task 4: Update the user interface

Run the case and update the user interface to use your properties.

Task 5: Observe duplicate case search

Run an interaction and start the Order Lunch service case. Run the Order Lunch service case a second time, and notice that you are prompted to verify that this is not a duplicate case before case processing begins.

Task 6: Turn off duplicate case search and observe results

Update the case processing settings for the Order Lunch case type to disable the duplicate search check. Run an interaction and the Order Lunch case and observe that you no longer see a duplicate case prompt.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.


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


Available in the following mission:

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