Creating partial Views with Constellation

2 Tasks

45 mins

Pega Platform '26

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 '26

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 navigation pane, click Case Types, and then click Incident.
2. On the Incident Case Type, click the UX tab, and then click Other Views.
3. Under Partial, click Create.
4. In the Create a new View dialog box, enter the Name Terms and Conditions, keep the Details (One column) template, and then click Submit.
5. Under Partial, click Create again.
6. In the Create a new View dialog box, enter the Name Privacy Policy, keep the Details (One column) template, and then click Submit.
   
7. Under Partial, click Terms and Conditions to open the View.
8. Click Add > Fields, select Terms and Conditions URL, and then click Add.
9. In the Terms and Conditions URL field row, click the gear icon, configure the following settings, and then click Save:
   1. Label: Custom > Terms and Conditions
   2. Edit mode: Read-only
   3. Display As: URL
   
10. Click Back.
11. Under Partial, click Privacy Policy to open the View.
12. Click Add > Fields, select Privacy Policy URL, and then click Add.
13. In the Privacy Policy URL field row, click the gear icon, configure the following settings, and then click Save:
    1. Label: Custom > Privacy Policy
    2. Edit mode: Read-only
    3. Display As: URL
14. Click Back, and then 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. On Other Views, under Form, click Create.
2. In the Create a new View dialog box, enter the Name User Consent, keep the Default form template, and then click Submit.
3. Under Form, click User Consent to open the View.
4. Click Add > Fields, select User Consent, and then click Add.
5. Click Add > Views, select Terms and Conditions, and then click Add.
   Note: If Terms and Conditions is not in the list of Views, click Save, log out, log back in, and then reopen the User Consent View.
6. Click Add > Fields, select Privacy Policy, and then click Add.
7. Click Add > Views, select Privacy Policy, and then click Add. (The order is the User Consent field, the Terms and Conditions View, the Privacy Policy field, and the Privacy Policy View.)
   
8. In the User Consent field row, click the gear icon, confirm Hide Label is selected, set Caption to Custom > I agree to Terms and Conditions, set Required to Always, and then click Save.
9. In the Privacy Policy field row, click the gear icon, confirm Hide Label is selected, set Caption to Custom > Privacy Policy, set Required to Always, and then click Save.
10. In the Terms and Conditions View row, click the gear icon, clear Show heading, and then click Save.
11. In the Privacy Policy View row, click the gear icon, clear Show heading, and then click Save.
12. Click Save.
13. Click Back.
14. On Other Views, under Form, click Review to open the View.
15. Under Fields, if the User Consent View is not listed, click Add > Views, select User Consent, and then click Add.
    
16. Click Save.

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Available in the following mission:

• Constellation Adoption v4