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Challenge

Sourcing a page property with a keyed data page

4 Tasks

15 mins

Visible to all users
Beginner Pega Platform 8.2 English

Scenario

During the Submission stage of the Candidate case type, applicants for an open position at TGB:

  1. Review a list of open job positions
  2. Select the position for which they want to apply

To help applicants select the correct position during the Submission stage, recruiters ask that the description of an open position be displayed when selected.

During the Screen stage, the recruiter may change the selected position after speaking with the applicant.

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

Role Operator ID Password
Senior System Architect SSA@TGB rules

Your assignment

In this exercise, you use a keyed data page to display the selected position. Configure the D_PositionList data page for keyed access and use it to display the job description.

The recommended tasks for completing this assignment are:

  • Updating the configuration of the D_PositionList data page to access individual position information with the position identifier
  • Configuring the Position property to refer to the D_PositionList data page using the PositionAppliedFor property as the key value
  • Adding the JobDescription field to the CollectPersonalDetails section
  • Ensuring that the job description is refreshed when the user selects a different position
You may need to copy rules to an unlocked version of HRApps ruleset to complete this exercise.

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 Configure keyed data access for the data page

  1. In the Data Explorer, open the D_PositionList data page.

    Position list
  2. Select Save As to save the rule into an unlocked ruleset version so that the rule can be edited.

  3. Select Access pages with user defined keys to enable keyed page access.

  4. Select .ID as the Page list keys.

    Page List

2 Refer to the keyed data page

  1. In the Application Explorer, open the Position property for the Candidate case type.

    Property records are in the Data Model category. From the App Explorer, expand Candidate > Data Model > Property.
    Saving the property to an unlocked version of the HRApps ruleset results in a warning that creating a duplicate property definition can negatively impact system performance. Justify copying the property to a new unlocked ruleset by noting the switch to a keyed data page configuration and create a new version of the Position property.
  2. Change the Data Page field to point to D_PositionList and specify the PositionAppliedFor property as the key.

    Candidate

3 Add the position job description as a read-only field

  1. Create a new candidate case, then open the Live UI tool to identify the section where the job description will be added.
  2. Click the crosshairs icon to open the CollectPersonalDetails_0 section.

    Personal Details
  3. Click Save As to save the rule into an unlocked ruleset version so that it can be edited.
  4. Select Basic > Text input, and drag the control into the dynamic layout.

    Text input
  5. Select the control and click the Gear icon to open the settings.

    Open text
  6. On the General tab, in the property field, enter .Position.JobDescription.

    Property field
  7. On the Presentation tab, in the Edit options field, select Read-only (always). Click Submit.

    Cell properties
  8. Select the dynamic layout with the Position applying for and Job description fields, and click the Gear icon to open the settings.

    Dynamic
  9. To the right of the Refresh condition field, select the Gear icon to configure a refresh condition to ensure that the description is refreshed when the drop-down is updated.

     

    Refresh

4 Confirm your work

  1. Select Create > New > Candidate to create a new candidate case.

    Create new
  2. Under Position applying for, select a position.

  3. Verify that the Job description is displayed.

    Select display
  4. Open the Clipboard tool.

    Clipboard
  5. Open the Position property in the pyWorkPage page to verify that the property refers to the D_PositionList data page. When the user selects a job position, the description of the open position is displayed.

    keyed data

     


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