Adding fields to the contact form

1 Aufgabe

15 Min.

Pega Sales Automation '24.2

Pega Sales Automation '25 Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5 Pega Sales Automation 8.4

Sichtbar für: All users Applies to: Pega Sales Automation '24.2

Anfänger

Englisch

Szenario

Stakeholders want to display the Assistant name and Assistant phone fields To the professional details for a contact.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System architect	Eddie	rules
Sales representative	nsmith	rules

Your assignment consists of the following tasks:

Task 1: Update the contact view.

Task 2: Confirm your work.

 

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

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

• Anmelden

Challenge-Schritte

Genaue Übungsschritte

1 Use contact view

1. Log in to your exercise system as the system architect.
2. In the left navigation panel, click Case Types.
3. Click Contact.
4. Click UX tab.
5. In the right navigation, in the Tabs section, click Details.
6. In the right navigation, in the Region A section, click Details.
7. In the right navigation, in the Fields section, click Edit view professional.
8. In the right navigation, in the Fields section, Click + Add.
9. Click Fields.

10. Select the Assistant name and Assistant phone fields and click Add.

11. Click Save.

---

---

In der folgenden Mission verfügbar:

• Sales Automation Low-Code Developer v8