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Implementing a data-instance-first design pattern

1 Task

45 mins

Pega Platform '24.2
Visible to: All users
Advanced
Pega Platform '24.2
English

Scenario

In the HR recruitment process, the application collects candidate information from various sources and stores it in a Candidate data object. This data object serves as a reference to initiate a Case for scheduling interviews and selecting candidates for available positions. Your task is to implement a data instance first approach to create the Case.

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

Role User name Password
Admin Admin@CLSAByte  rules

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 Implement solution details

  1. In the Pega Platform instance for the challenge, enter the following credentials:
    1. In the User name field, enter admin@CLSAByte.
    2. In the Password field, enter rules.
  2. In the header of Dev Studio, click Dev Studio > App Studio.
  3. In the navigation pane of App Studio, click Data.
    Candidate data object.
  4. In the list data objects, click Candidate.
Note: If you do not find Candidate data type, in the navigation pane of App Studio, click Case Types. In the list of case types, click on Candidate under Referenced Data Objects of Recruitment case type.
  1. On the configuration page for the Candidate data object, click the Actions tab.
Actions tab of the candidate data object.
  1. In the User actions section, click Action > Create Case.
    Create Case user action.
  2. In the User action pane, configure the details:
    1. In the Case Type list, select Recruitment.
    2. In the Field to store Data reference list, select Candidate.
      Configure User action tab.
  3. Click Save.

Confirm your work

  1. In the header of App Studio, click App Studio > Dev Studio.
  2. In the header of Dev Studio, click Launch Portal > Work Portal.
  3. In the navigation pane of the Work Portal, click Candidate.
  4. Verify that a Create Case action option is available next to each data record.
  5. In the Case, click More > Create Case action.
    Create case option from Candidate landing page.
  6. Confirm that you can see the details of the Recruitment Case.
Create Recruitment case.


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