Configuring a form View

2 Aufgaben

10 Min.

Visible to: All users

Anfänger

Pega Platform '24.2

User Experience

Constellation

Englisch

Szenario

After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated with the Assistance Request Case.

The Confirm request details View is configured with a two-column layout. The configuration of the View overrides Case Step instructions. The Assistance Request Info heading is not displayed.

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

Role	User name	Password
Application Development	author@gogoroad	pega123!

Hinweis: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

Challenge-Schritte

Genaue Übungsschritte

1 Edit the Confirm request details View

In the Pega instance for the challenge, enter the following credentials:
1. In the User name field, enter author@gogoroad.
2. In the Password field, enter pega123!.
In the navigation pane of App Studio, click Case Types > Service.
Click the Confirm request details Step to display the contextual properties pane on the right.
In the contextual properties pane, click Configure View to configure the Confirm request details View.
In the Layout list, select 2 column to change the display from one column to two columns.
In the Instructions list, select Override Case Step instructions.
In the Instruction text field, enter Review and confirm the accuracy of customer, service address, and vehicle information associated with the assistance request to override Case Step instructions.
To the right of Assistance Request Info, click Configure.
In the Configure View: Assistance Request Info dialog box, clear the Show heading checkbox.
Click Save to dismiss the Configure View: Assistance Request Info dialog box.

2 Reorder fields in the Service address View

Click Assistance Request Info to display the Edit View: Assistance Request Info window.
Click Service address ( Service address ) to display the Edit View: Assistance Request Info - Service address window.
In Region A, drag the Street field and drop it in the first position in Region A.

Hinweis: This is a shared View. Changes that you make to shared Views affect other Views that reuse the shared View.
Click Submit to finish configuring the Confirm request details View and Service address View.
Click Save to save the changes to the Service Case.

Arbeit überprüfen

Click Preview to open the Web Portal.
In the navigation pane of the Web Portal, click Create > Assistance Request to create a new Assistant Request Case.
Advance the Case to the Service Stage.
In the Select service provider View, select a service provider, and then click Submit to display the Confirm request details View.
In the Confirm request details View, confirm that the instructions are displayed, that the Assistance Request Info heading is not displayed, and that the fields are displayed in two columns.

Hinweis: If the display is narrow, the two columns collapse into a single column.