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Challenge

Customizing a dashboard

3 Tasks

15 mins

Visible to all users
Beginner Pega Platform English

Scenario

The Service Request Microjourney allows customers to submit requests for roadside assistance services. Customers indicate the type of service requested, and the request is assigned to the appropriate provider.

To enable efficient repair scheduling, the Services Coordinator wants to update their dashboard to provide a method to view submitted service request cases on a map organized by location. 
 

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

Role Operator ID Password
Application Developer author@gogoroad 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 the Nearby Cases widget to the Case Manager portal dashboard

  1. From the application Overview landing page, click Preview application to open the Case Manager portal dashboard.
  2. In the upper right, click the Gear icon to personalize the dashboard.
  3. On the right, in the Edit Dashboard pane, under Slot 1, click Add widget(s) to display the Add widgets to slot window.
    Edit dashboard panel
  4. From the widget list, select Nearby Cases, and then click Add selected.
    Add widgets to slot
  5. At the bottom of the Slot 1 widget list, click Nearby Cases to display the widget configuration section.
    Click Nearby Cases to open configuration
  6. From the Choose Case Type drop-down, select Assistance Request.
  7. From the Select Location Property drop-down, select Address.
    edit-widget-nearby-cases
    The developer replaced the Service Address field group with an Address field to allow geolocation in the Nearby Cases map widget. 
  8. Click Save to complete the widget configuration.

2 Add the Report widget to the Case Manager portal dashboard

  1. Under Slot 1, click Add widget(s).
  2. From the Add widgets to slot window, select Report widget and click Add selected.
    Add Report widget
  3. At the bottom of the Slot 1 widget list, click Report widget to display the widget configuration section.
  4. From the Category drop-down, select Case Metrics.
  5. From the Report drop-down, select Case Volume.
  6. In the Width field, confirm the setting is 100%.
  7. In the Height field, confirm the setting is 100%
  8. Click Preview to view the Report widget configuration in Slot 1.
    Edit report widget
  9. On the Dashboard, in Slot 1, scroll down to the Report widget to view the configuration.
  10. Click Save to complete the widget configuration.
  11. Under Slot 1, to the right of the Welcome to Case Manager widget, click the Trash can icon to delete the widget from the top of the dashboard.
  12. To the left of the Nearby Cases widget, click the drag handle icon and drag the widget to the top of the Slot 1 list.
  13. Drag the Report widget under the Nearby Cases widget.
    Edit dashboard new slot 1 widget order
  14. At the top of the configuration panel, click Publish to finish personalizing the dashboard. The Nearby Cases and Report widgets are displayed at the top of the dashboard.

3 Verify your work

  1. Run new cases with addresses of varying distances from your current location.
  2. Click Dashboard to return to the Case Manager dashboard.
  3. Verify that the Nearby Cases map and the Case volume chart are displayed at the top of the dashboard. 
  4. Verify that the count in the Case volume chart increased to include the new cases you created.
  5. In the Case volume chart, click the data point to display a list of the case records.
  6. In the Nearby Cases widget, verify that the map includes pins for cases that are up to 50 miles away.
  7. From the Display cases within drop-down, select 5 and verify the map now displays pins for each case within five miles of your current address.
  8. From the Display cases within drop-down, select 1 to view how the map changes.
    When changing the Display cases within drop-down value, the map automatically zooms to the smallest area that covers the cases that fall within the selected range. For example, if all cases have your current address, then the map does not zoom out when the range selection is 50 miles.
  9. From the map, click a Pin to display a pop-up that contains the case ID and address.
  10. Click the Case ID.
    nearby-cases-widget
  11. Verify that the case associated with the case ID is displayed.
    service-request-open-case-assignment

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