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Challenge

Simulating an external data source

4 Tasks

10 mins

Visible to all users
Beginner Pega Platform 8.4 Data Integration English

Scenario

During roadside assistance, a service provider performs minor mechanical repairs. Requests for roadside assistance must identify the vehicle so that the service provider can prepare for the service call. For example, certain vehicles may require a flat-bed tow truck or a higher octane fuel blend.

To allow service providers to prepare for a service call, stakeholders want to ensure that users enter only a valid combination of make, model, and year for a vehicle. As part of the initial application release, a listing of vehicle models is sourced from external system. Before the external source is configured and tested, stakeholders want to simulate the process of providing the year, make, and model of a vehicle.

Configure a simulated data source for vehicle model data to validate the Identify vehicle view. A separate developer has configured the layout and behavior of the view. You create a simulated data source for the drop-down list of vehicle models to use until the external system with the data source is configured and tested.

Note: For this exercise, two vehicle models are sufficient to test the view. The list of models is filtered based on the year and make.

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

Role Operator ID Password
Application Developer author@gogoroad pega123!

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 Simulate a data source to the data object

  1. In App Studio, click Data > Data objects and integrations to open the Data objects and integrations landing page.
  2. From the Data objects and integrations landing page, click the Vehicle Models data object to configure a simulated data source.
  3. Click the Data views tab.
  4. Click Create simulated sources to add a simulated data source to the data object. The Rule generation status dialog box is displayed.
  5. In the Rule generation status dialog box, click OK to acknowledge that a set of data views with simulated sources is successfully created. The updated Data views with simulated data sources are listed.
    Two data views with simulated data sources defined for a data object

2 Add simulated data to the data object

  1. In the Vehicle models data object, click the Records tab to add data records to the data object.
  2. Click Add record to add a row to the list of data records.
  3. In the empty row, in the Vehicle type field, enter Truck.
  4. In the Model field, enter Ridgeline.
  5. In the Make field, enter Honda.
  6. Repeat steps 2-5 to add a second record to the data object, using the information in the following table.
    Field Value
    Vehicle type Passenger car
    Model Accord
    Make Honda
  7. Click Save to complete the configuration of the simulated data source.
    Sample data defined for the simulated data source

3 Reference the simulated data source

  1. Click Preview application to return to the Case Manager portal.
  2. In the upper-left corner of the Case Manager, click New > Assistance Request to create a new case.
  3. Advance the case to the Identify vehicle step, entering information in any required fields.
  4. On the Identify vehicle form, position the pointer over the vehicle information fields to display the Configure this view icon.
  5. Click Configure this view to configure the view to access the simulated data source.
  6. Click the Model drop-down field to display the configuration pane for the view containing the drop-down control.
  7. Click the Model drop-down field again to display the configuration pane for the drop-down control, which contains the configuration options for the source of the list that populates the control.
  8. Under List source, from the Type drop-down list, select Data page to populate the drop-down by using one of the data views you configured. The configuration pane displays additional fields for configuring access to the data view.
  9. In the Data page field, enter or select D_VehiclemodelsList to access a list of the records from the simulated source.
  10. In the Property for value field, enter or select .Model to use the model name as the value of the field in the form. The Property for display text field automatically updates to reference the .Model property.
  11. Select the Group items check box to group the list items in the drop-down field. The configuration pane updates to display the Group by field.
  12. In the Group by field, enter or select .VehicleType to group the drop-down entries by vehicle type.
    Drop-down field configured to reference a data page containing simulated data
  13. Click Apply to complete the configuration of the Identify vehicle form.
  14. In the Dropdown configuration pane, click the Close icon.
  15. In the section configuration pane, click the Close icon.

4 Confirm your work

  1. In the Identify vehicle form, in the Model year field, enter 2015.
  2. In the Make field, enter Honda.
  3. Click the Model drop-down to display the entries defined for the simulated data source.
    Simulated data displayed to a user who clicks the Model drop-down


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