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Sourcing data from a report definition

1 Task

20 mins
Pega Platform '26
Visible to: All users Applies to: Pega Platform '26
Intermediate
Data Integration
Data Management
English

Scenario

In the Travel Management Customer Support (TMCS) application, many guest complaints relate to a specific booking. When a service agent opens a Complaint Resolution case during the Intake Stage, they already know the guest's Reservation ID, but the booking details live in the Reservation Record Data Object, which is the system of record for reservations.

Rather than have agents re-key booking details, U+ Hotels stakeholders want the matching reservation fetched automatically from its Reservation ID, so that accurate booking information is available on the case without manual entry.

Your Lead System Architect asked you to build a parameterized, read-only Data Page that fetches a single Reservation Record by Reservation ID from the Reservation Record Data Object by using a Report Definition, to configure an appropriate scope and refresh strategy, and to surface the reservation on the Complaint Resolution case through a new Reservation Details field.

Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.

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

Role User name Password
Solution Builder [email protected] pega123!

After completing this challenge, you should be able to:

  • Create a parameterized, read-only Data Page.
  • Configure the scope and refresh strategy for a Data Page.
  • Create a Report Definition as a Data Page source.
  • Reference a Data Page from a Case Type field.

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 Source data from a report definition

Solution Builder Intermediate Sourcing data from a report definition Doc Journey

Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.

Acceptance criteria

Task 1: Create the Data Page

  • A Data Page named D_ReservationByID exists and Uses Reservation Record Data Object class.
  • The Data Page structure is a single page and is read-only.
  • The Data Page has a parameter named ReservationID and scope is defined as Thread.

Task 2: Create the Report Definition

  • The Report Definition queries the Reservation Record Data Object.
  • Use DataTableEditorReport Report Definition under Reservation Record Data Object class to create new Report GetReservationRecordByID.
  • The Report Definition uses the ReservationID value to filter records on BookingID and returns a single record.
  • The D_ReservationByID Data Page uses this Report Definition as its source.

Task 3: Configure the Response Data transform and refresh strategy

  • The Response Data transform named SetReservationRecord exists under D_ReservationByID and sets Primary Page as DataSource.pxResults(1).
  • The Data Page is configured to reload if it is older than 2 hours.

Task 4: Surface the data

  • The Complaint Resolution Case Type includes a field named Reservation Details.
  • The field type defined as Query, Single Record option auto-populated from the D_ReservationByID Data Page and ReservationID parameter is mapped to .ReservationID.
  • Reservation Details fields Room Type, Check-in Date, Check-out Date, Total Amount are displayed as Read only under on the Gather Supporting Evidence step.

Directions

  1. Create a parameterized, read-only Data Page named D_ReservationByID with a single-page structure, a ReservationID parameter, and Thread scope.
  2. Create a Report Definition that queries the Reservation Record Data Object, filters on ReservationID, and returns a single record.
  3. Source the D_ReservationByID Data Page from the Report Definition.
  4. Configure the Response Data transform and refresh strategy under Data Page as per the acceptance criteria.
  5. In the Complaint Resolution Case Type, add a Reservation Details field as per the acceptance criteria.
  6. Reservation Details fields Room Type, Check-in Date, Check-out Date, Total Amount are displayed as Read only under on Gather Supporting Evidence step.
  7. Save your changes.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

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