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Grouping fields in Views


3 Tasks

15 mins

Visible to: All users
Beginner Pega Platform 8.4 User Experience English
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Based on feedback, GoGoRoad's customers are unable to double-check details before submitting an Assistance Request, leading to confusion and additional time spent correcting details. The GoGoRoad management team has decided to implement a final read-only confirmation screen after customers enter all the relevant information. This confirmation screen presents all the information to the customer before allowing them to submit their Assistance Request.

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

Role User name Password
Application Developer author@gogoroad pega123!

Challenge Walkthrough

Detailed Tasks

1 Add a Collect information step to the Enter payment information process

  1. In the navigation pane of Dev Studio, click Case types > Assistance Request to open the Assistance Request case type.
  2. In the Enter payment information process, click Step > Collect information to add a collect information step.
    Add a collect information step to the Enter payment information process
  3. Rename the step Review assistance request.
  4. On the right, in the properties pane, click Configure view to open the form editor.
  5. In the left pane, click Views to see the list of views.
    Add views to a view
  6. From the list of views, hover over and then click the Add icon for the following views:
    • Enter customer information
    • Identify location
    • Identify vehicle
    • Enter payment information
  7. Delete any empty rows.
    Configure the Review assistance request view
  8. Click Submit.
  9. Click Save to save the changes to the Assistance Request case type.

2 Add read-only layout groups

  1. In the navigation pane, click App.
  2. Expand AssistanceRequest > User Interface > Section.
  3. Click ReviewAssistanceRequest to open the Review assistance request section.
  4. At the top of the rule, click convert to full section editor .
    Screenshot showing to convert to full editor.
  5. In the Confirm section conversion dialog box, click Submit.
  6. In the section editor, click Structural, and then click and drag a Layout group above the existing Dynamic Layout.
    Add a layout group to the section
  7. In the Choose layout-group format list, select Tab, and then click OK.
  8. Click and drag each embedded section to the layout group.
  9. Delete the blank dynamic layout.
  10. Click the Enter customer information section, and then click View properties to display the cell properties window.
  11. In the General tab, in the Container settings section, in Title field, enter Customer Information.
    Screenshot showing how to set a section header.
  12. Click the Presentation tab, and in the Edit options drop-down, select Read only (always) to make the section read-only.
    Screenshot showing how to set a section to read-only.
  13. Click Submit.
  14. Repeat steps 10-13 to configure the remaining sections as read-only.
    Section Title
    IdentifyLocation Service Address
    IdentifyVehicle Vehicle Information
    EnterPaymentInformation Payment Information
  15. Click Save to save the section.

3 Confirm your work

  1. Create a new Assistance Request case.
  2. Advance the case to the Review assistance request view, entering customer, service address, vehicle, and payment information.
  3. In the Review assistance request view, click each tab to display the customer, service address, vehicle, and payment information. Confirm the information is read-only. 
    Screenshot showing completed read-only layout group.

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