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Challenge

Displaying list data in views

4 Tasks

10 mins

Visible to all users
Beginner Pega Platform 8.5 User Experience English

Scenario

The GoGoRoad application presents a list of all available service providers in a table. The UI consultant wants you to make the following changes to the UI: present the relevant service provider information only and configure the on-screen content to accommodate multiple screen sizes. Format the list of providers to present in a non-tabular form, using a layout to organize the display of a single item and then embedding the section in a repeating dynamic layout.

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.

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 Create the Providers list view

  1. In the navigation pane of Dev Studio, click Data types > Service provider to open the Service provider data type.
  2. Click the Views tab.
    1.2
  3. Click Create new view to create a new view.
  4. In the upper left of the New View window, click New View to edit the view name.
  5. Enter Providers list to rename the view.
  6. In the left pane of the window, click Fields.
    Expand fields in the left pane of the New View window
  7. Hover over the Name field, and then click Add to view.
    Add to view icon
  8. In the Options list, select Read-only.
  9. Repeat step 7 to add the Address and LatLong fields. 
    1.9
  10. Click Submit to close the window.
  11. In the upper right, click Save to save the Providers list view.

2 Create a responsive view

  1. In the navigation pane of Dev Studio, click App to open the App Explorer.
  2. In the search field, enter or select GoGo-GoGoRoad-Data-ServiceProvider, and then press the Enter key. The rules within the specified class are displayed.
  3. Click User Interface > Section.
    App Explorer with GoGoRoad-Data-ServiceProvider selected
  4. Right-click Section, and then click Create. The Create Section form is displayed.
  5. In the Label field, enter Providers List Responsive to name the section.
  6. In the upper right, click Create and open to create the section. The Providers List Responsive section is displayed.
  7. In the right pane, click Change to change the template. The Select a template window is displayed.
    Change section template button
  8. In the Select a template window, click Inline wrapping.
  9. In the right pane, click the Add icon to add a control.
    Add control to a section
  10. In the Add list, click Action > Button to add the button control.
  11. In the right pane, hover over the Button control, and then click Edit this "Button". The Cell Properties window is displayed.
  12. In the Cell Properties window, in the Text field, enter Select provider.
    Cell properties for the Select provider button
  13. Click Submit to dismiss the window.
  14. In the right pane, click the Add icon.
  15. In the Add list, click  Data display > Embedded section. The Section Include Modal dialog box is displayed.
  16. In the Section Include Modal dialog box, in the Section field, enter or select ProvidersList.
    Section include modal for an embedded section
  17. Click Submit to dismiss the dialog box.
  18. In the upper right, click Save to save the responsive view.
     

3 Add the newly-created view to your application

  1. Create a new Assistance Request case, and then advance to the Select service provider step.
    Tip: Not all locations have nearby service providers. In the Identify location step, in the State field, enter MA to display a list of service providers in Massachusetts, USA.
  2. In the Developer Toolbar, click Live UI.
  3. On the Assistance Request case, click the Service provider section. 
    image which shows the Select service provider
    Tip: You can open UI section rules by using the Live UI tool or from the App or Data Explorer. Live UI is best applied for sections that are actively used in the case type.
  4. In the right pane, to the right of SelectServiceProvider, click Open in Dev Studio to open the section rule in Dev Studio.
    Open in Dev Studio icon from Live UI
  5. In the section rule, click Structural, and then click and drag a Repeating dynamic layout to the Service provider section.
  6. In the Repeating dynamic layout header, click View properties. The Repeating dynamic layout properties window is displayed.
  7. In the Repeating dynamic layout properties window, in the List/Group field, enter or select .ServiceProvider.
    Repeating dynamic layout properties window with source specified as Service provider
  8. Click Submit to dismiss the window.
  9. In the App Explorer, click Options > Refresh App Explorer.
    Refresh App Explorer
  10. Click User Interface > Section.
  11. Drag and drop the ProvidersListResponsive section from the App Explorer to the Repeating Dynamic Layout. 
    Drag the ProvidersListResponsive section from the App Explorer
  12. In the upper right, click Save to save the changes to the section.
Note: Only the repeating dynamic layout or the table is needed to show providers. Leave both for the purposes of comparison.

4 Confirm your work

  1. Return to the Assistance Request case instance that you created.
  2. In the upper right, click Actions > Refresh.
  3. In the To do section, click Go to return to the Select service provider view.
  4. Verify that the updated section is displayed. 
    confirm your work screen


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