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Formularansicht konfigurieren

2 Aufgaben

10 Min.

Visible to: All users
Anfänger
Pega Platform '23
Benutzererfahrung
Constellation
Deutsch

Szenario

Nachdem eine Pannenhilfeanfrage genehmigt wurde, erstellt das System einen Service-Case. Kundenbetreuer müssen die Informationen im Zusammenhang mit dem Assistance Request-Case einfach überprüfen können.

Die Ansicht „Confirm request details“ ist als zweispaltiges Layout konfiguriert. Die Konfiguration der Ansicht überschreibt die Anweisungen für den Case-Step. Die Überschrift „Assistance Request Info“ wird nicht angezeigt.

Hinweis: Für diese Challenge wird die Constellation-Architektur der Pega-Plattform verwendet.

In der folgenden Tabelle finden Sie die Anmeldedaten, die Sie zur Durchführung der Challenge benötigen:

Rolle Benutzername Passwort
Anwendungsentwicklung author@gogoroad pega123!
Hinweis: Ihre Übungsumgebung unterstützt möglicherweise den Abschluss mehrerer Challenges. Es kann daher vorkommen, dass die im Challenge-Walkthrough gezeigte Konfiguration nicht genau mit Ihrer Umgebung übereinstimmt.

Sie müssen zum Abschließen dieser Challenge Ihre eigene Pega-Instanz starten.

Die Initialisierung kann bis zu 5 Minuten dauern, bitte haben Sie Geduld.

Challenge-Schritte

Genaue Übungsschritte

1 Ansicht „Confirm request details“ bearbeiten

  1. Geben Sie in der Pega-Instanz für die Challenge die folgenden Anmeldedaten ein:
    1. Geben Sie in das Feld User name author@gogoroad ein.
    2. Geben Sie in das Feld Password pega123! ein.
  2. Klicken Sie im Navigationspanel von App Studio auf Case Types > Service.
  3. Klicken Sie auf den Step Confirm request details, um rechts das kontextbezogenen Eigenschaftenpanel anzuzeigen.
  4. Klicken Sie im kontextbezogenen Eigenschaftspanel auf Configure View , um die Ansicht Confirm request details zu konfigurieren.
  5. Wählen Sie in der Liste Layout die Option 2 column aus, um das Layout Anzeige von ein- auf zweispaltig zu ändern.
    Confirm request details with 2 column layout selected
  6. Wählen Sie in der Liste Instructions  den Eintrag Override Case Step instructions aus. 
  7. Geben Sie im Feld Instruction text Review and confirm the accuracy of customer, service address, and vehicle information associated with the assistance request ein, um die Anweisungen für den Case-Step zu überschreiben.
    Confirm request details with override instructions
  8. Klicken Sie rechts neben Assistance Request Info auf Configure.
    Configure button to the right of Assistance request info
  9. Deaktivieren Sie im Dialogfeld Configure View: Assistance Request Info die Checkbox Show heading.
  10. Klicken Sie auf Save , um das Configure View: Assistance Request Info zu schließen. 

2 Felder in der Ansicht „Service address“ neu anordnen

  1. Klicken Sie auf Assistance Request Info , um das Fenster Edit View: Assistance Request Info anzuzeigen.
  2. Klicken Sie auf Assistance Request Info - Service address , um das Fenster Edit View: Assistance Request Info - Service address anzuzeigen.
  3. In der Region A ziehen Sie das Feld Street in die erste Position der Region A.
    Hinweis: Dies ist eine freigegebene Ansicht. Änderungen, die Sie an freigegebenen Ansichten vornehmen, wirken sich auf andere Ansichten aus, die die freigegebene Ansicht wiederverwenden.
  4. Klicken Sie auf Submit , um die Konfiguration der Ansichten Confirm request details und Service address abzuschließen.
  5. Klicken Sie auf Save , um die Änderungen am Service-Case speichern.

Arbeit überprüfen

  1. Klicken Sie auf Preview , um das Web-Portal zu öffnen.
  2. Klicken Sie im Navigationspanel des Web-Portals auf Create > Assistance Request , um einen neuen Assistant Request-Case zu erstellen.
    Menü „Create“ im Web-Portal, das den Case „Assistance Request“ zeigt
  3. Führen Sie mit den Case bis zur Stage Service fort.
  4. Wählen Sie in der Ansicht Select service provider einen Service-Provider aus und klicken Sie dann auf Submit , um die Ansicht Confirm request details anzuzeigen.
  5. Vergewissern Sie sich in der Ansicht Confirm request details, dass die Anweisungen angezeigt werden, dass die Überschrift „Assistance Request Info“ nicht zu sehen ist und dass die Felder in zwei Spalten angeordnet sind.
    Confirm request details view at runtime
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