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Grouping fields in Views


4 Tasks

15 mins

Visible to: All users
Beginner Pega Platform 8.5 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!
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

Detailed Tasks

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

  1. In the navigation pane of App 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. 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.
    configure view window
  6. From the list of views, hover over Enter customer information and then click the Add icon to add the existing view to the Review assistance request step.
  7. Repeat step 6 to add the Identify location, Identify vehicle, and Enter payment information views.
    adding of fields to a section
  8. In the Options list, select Read-only for all the views added.
  9. Click Submit.
  10. Click Save to save the changes to the Assistance Request case type.

2 Add layout groups by using App Studio

  1. Create a new Assistance Request case.
  2. Advance the case to the Enter customer information step.
  3. In the Enter customer information screen, select the Account ID for a user with the Standard coverage level.
    Note: Selecting a user with Gold coverage does not display the Enter Payment Information view during case processing.
    image which shows the coverage level of the customer
  4. Advance the case to the Review assistance request view.
    Note: If the view name does not display, you can verify where you are in the case life cycle by clicking on the stage header.
  5. Hover over the section, and then click the Configure this view icon.
    image shows the configure view button
  6. In the right pane, click Change to change the template. The Select a template window is displayed.
    image shows change icon
  7. In the Select a template window, click Mobile page with content and layout group.
    Note: The Mobile page with content and layout group template can be used to implement the view with a layout group from App Studio.
  8. Drag and drop all the sections to the B (Grouped - Tab) region.
    image shows change icon and regions in the template

3 Change the section labels in Dev Studio

  1. Switch to Dev Studio to change the labels of the review sections.
  2. In the navigation pane of Dev Studio, click App.
  3. Expand AssistanceRequest > User Interface > Section.
  4. Click ReviewAssistanceRequest to open the Review assistance request section.
  5. Hover over the Enter customer information section in the right pane, and then click Edit. The Cell Properties window is displayed.
  6. On the General tab, in the Container settings section, in the Title field, enter Customer Information.
    container settings
  7. Click Submit.
  8. Repeat steps 5-7 to change the labels for the remaining sections.
    Section Title
    IdentifyLocation Service Address
    IdentifyVehicle Vehicle Information
    EnterPaymentInformation Payment Information
  9. Click Save to save the section.

4 Confirm your work

  1. Launch the User Portal to create a new Assistance Request case.
    user portal
  2. Advance the case to the Review assistance request step for a customer without Gold coverage.
  3. In the Review assistance request screen, click each tab to display the customer, service address, vehicle, and payment information.
  4. Confirm that the information is read-only.
    image showing review screen

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