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Challenge

Creating a view

4 Tasks

20 mins

Visible to all users
Beginner English

Scenario

Now that the stages and steps for the MyTown311 Service Request case life cycle are configured, the mayor and the services coordinator have determined the information that is necessary to add to certain steps. Configure the views for those steps with previously configured fields that gather and display the information.

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

Role User name Password
Application Developer author@mytown pega123!

Challenge Walkthrough

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 Add editable fields to views

  1. In the App Studio navigation panel, click Case types > Service Request to display the Service Request case life cycle.
  2. In the Service Request case type, click the Report problem step to open the contextual property panel on the right.
  3. In the contextual property panel, click Configure view to add fields to the view.
  4. In the menu on the left, click Fields to display the fields available in your data model.
    Adding existing fields to a view
  5. Hover over Description and click the Plus icon. The Description field is displayed.
    Adding an existing field, Description, to a view
  6. From the Options drop-down, select Required.
    Note: If there is an empty field row in the display for configuring the view, delete it by clicking the Trash can icon on the right.
  7. Click Submit.
  8. Click Save to save your work.
  9. Repeat steps 1-7 to create the remaining fields by using the information from the following table.
    Tip: When a step has multiple fields, you can add them all and then Submit and Save them together.

    Stage

    Step

    Field Name

    Field Type

    Required or Optional

    Submission

    Identify location   

    Address

    Location

    Required

     

    Request updates

    Request updates

    Boolean

    Optional

     

    Request updates

    Requestor Email

    Email

    Optional

    Review

    Schedule repair 

    Due date

    Date only

    Required

     

    Schedule repair 

    Note to Technical team

    Text (paragraph)

    Optional

    Resolution

    Perform repair

    Repair notes 

    Text (paragraph)

    Required

 

2 Add read-only fields to views

  1. In the Service Request case type, click the Review repair step to open the property panel on the right.

  2. In the property panel, click Configure view to add fields to the view.

  3. Add fields by using the information from the following table. 

    Stage

    Step

    Field Name

    Field Type

    Editable or Read-only

    Resolution

    Review repair

    Note to Technical team 

    Text (paragraph)

    Read-only

     

    Review repair

    Repair notes

    Text (paragraph)

    Read-only

3 Remove fields from the Create view

  1. In the Service Request case type, click the Views tab.
  2. Click Create to open the Create view.
  3. Click Edit this view to edit the Create view.
    Note: By default, every field in the Service Request data model is added to the Create view. However, the data model may contain fields that should not be presented on the Create view.
  4. Click the Trash icon to delete all fields except for Request Date, Requestor Name, and Issue Severity.
  5. Click Submit.
  6. Click Save to save your work.

4 Confirm your work (section not graded)

Note: As you advance through the case, enter any required information and verify that each view displays the desired fields.
  1. In the upper right, click Save and run to create a new service request. The Create view is displayed.

  2. In the Create view, click Done to advance to the Report problem view. 

    New service request
  3. In the Report problem view, click Continue to advance to the Identify location view. 

    Describe problem in the Report problem view
  4. In the Identify location view, click Continue to advance to the Request updates view. 
    Add the address
  5. In the Request updates view, click Finish to complete the Submission process and advance to the Schedule repair view.
    Request updates view
  6. In the Schedule repair view, click Submit to display the Perform repair view
    Assign a due date
  7. In the Perform repair view, click Submit to display the Approval view.
    Add repair note
  8. In the Approval view, click Approve to resolve the case.


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