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Configuring a portal

1 Task

10 mins

Visible to: All users
Beginner Pega Platform 8.7 User Experience English
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors, auditors review common service requests (including vehicle unlock, tire repair, and battery charge). The new auditor role requires a unique interface. As the Director of Vendor Management, create a new Auditor portal and add an existing landing page to view recent Assistance Request cases. 

Note: Before you begin, generate 5-10 case instances with varying service types.

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

Role User name Password
Application Developer author@gogoroad pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

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

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

Challenge Walkthrough

Detailed Tasks

1 Create a channel interface for the auditor

  1. In the App Studio navigation pane, click Channels to display the current channel interfaces.
  2. In the Create new channel interface section, click Portal to display the New portal dialog box.
    Click Portal to add a new channel interface
  3. In the Name field, enter Auditor.
  4. In the Description field, enter Custom portal for the GoGoRoad auditor.
    New portal dialog box
  5. In the New portal dialog box, click Submit.
  6. On the Content tab, in the Navigation menu section, click Add separator.
  7. Click Add item > Custom Pages > Assistance Request to add the Assistance Request landing page to the Navigation menu on the left side of the Auditor portal.
    Add a custom page
  8. Repeat step 7 to add the Pulse and Teams items to the Navigation menu.
  9. To the right of the Home item, click the Trash can icon to remove the item from the Navigation menu.
  10. Repeat step 9 to remove the Explore Data item from the Navigation menu.
  11. In the Navigation menu section, click and drag the items to match the following order.
    Navigation menu of Auditor portal
  12. Click the Configuration tab.
  13. In the Logo dropdown, select Custom logo.
  14. In the Icon class picker, select the pi-user-search-solid icon.
    Tip: You can use the search bar to locate the appropriate icon.
    Custom icon for the Auditor portal
  15. In the Channel header list, select Application name + Channel name.
  16. Click Save.

Confirm your work

  1. In the App Studio header, click Preview.
  2. In the App Studio header, click User Portal > Auditor to view the Auditor channel interface.
    Switch to the Auditor portal
  3. Hover over the Navigation menu on the left side of the Auditor portal and confirm that the menu displays the appropriate landing pages and portal icon.
    Auditor Navigation menu
  4. Click Assistance Request to open the Assistance Request Summary landing page.
  5. In the upper right, click Design to enter Design mode.
    Design mode
  6. Hover over the table, and then click Edit this table to display the table properties pane on the right.
    Edit this table icon on a table in design mode
  7. In the table properties pane, click Add columns.
    Add columns icon in the table properties pane
  8. Add the Service type field.
  9. Click Design to toggle Design mode off.
  10. Confirm that the table updates to include the Service type column.
    Assistance Request Summary landing page

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

Available in the following missions:

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