Creating partial Views with Constellation

2 Tasks

45 mins

Pega Platform '25

Pega Platform '24.2 (English) Pega Platform '24.2 (日本語) Pega Platform '23

Visible to: All users Applies to: Pega Platform '25

Intermediate

User Experience

Constellation

English

Scenario

As a Case progresses toward resolution, users often need to review information that was previously entered or referenced earlier in the Case Life Cycle. With Constellation applications, you can accomplish this outcome by using Partial Views. Partial Views are read-only Views that can be configured during application development and easily added into other Views. 

In this challenge, you will configure the View associated with the Review Step by creating and combining several Partial Views. 

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

Role	User name	Password
System Architect	Author@SL	pega123!

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

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

• Log In

Detailed Tasks

1 Create Partial Views for Terms and Conditions and Privacy Policy

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. Click the UX tab, and then click the Other Views tab.
4. In the Partial section, create two new partial Views named Terms and Conditions and Privacy Policy.
   Both should use the Details (One column) template.
   
5. Click Terms and Conditions link to configure the View.
6. Add the Terms and Conditions URL field to the View.
7. Click the Gear icon to configure the field:
   1. In the Label field, select Custom.
   2. In the Custom label, enter Terms and Conditions.
   3. In the Edit mode list, select Read-only.
   4. In the Display as list, select URL.
   5. Click Save.
      
8. On the Other Views tab, in the Partial section, click Privacy Policy link to configure the View.
9. Add the Privacy Policy URL field to the View, and then click the Gear icon to configure the Privacy Policy URL field:
   1. In the Label field, select Custom.
   2. In the Custom label field, enter Privacy Policy.
   3. In the Edit mode list, select Read-only.
   4. In the  Display as list, select URL.
   5. Click Save.

Note: Partial Views are read-only. Partial Views are for reviewing information that users previously entered or selected earlier in Case processing. 

2 Configure the Review View

1. Navigate back to the Other Views tab.
2. In the Form section, create a View named User Consent using the Default form template.
3. In the User Consent View, in the Fields section, add the following elements:
   1. Privacy Policy field.
   2. User Consent field.
   3. Privacy Policy View.
   4. Terms and Conditions View.
4. Reorder the elements in the following order:
   1. User Consent field.
   2. Terms and Conditions View.
   3. Privacy Policy field.
   4. Privacy Policy View.
      
5. In the User Consent field row, click the Gear icon, and then configure the field:
   1. Confirm the Hide label checkbox is selected.
   2. In the Caption field, select Custom.
   3. In the Custom caption field, enter I agree to Terms and Conditions.
   4. In the Conditions section, In the Required list, select Always.
   5. Click Save.
6. In the Privacy Policy field row, click the Gear icon, and then configure the field:
   1. Confirm the Hide Label checkbox is selected.
   2. In the Caption field, select Custom.
   3. In the Custom caption field, enter Privacy Policy.
   4. In the Conditions section, in the Required list, select Always.
   5. Click Save.
7. In the Terms and Conditions View row, click the Gear icon, and then clear the Show heading checkbox.
8. Click Save.
9. In the Privacy Policy View row, click the Gear icon, and then clear the Show heading checkbox.
10. Click Save.
11. Navigate back to the Other Views tab, open the Review View, and then add the User Consent View.
    
12. Click Save.

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Available in the following mission:

• Constellation Adoption v3