Adding fields to the contact form

1 Tarea

15 minutos

Pega Sales Automation '24.1

Pega Sales Automation '25 Pega Sales Automation '24.2 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

Visible para: All users Applies to: Pega Sales Automation '24.1

Principiante

Inglés

Escenario

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.

 

Debe iniciar su propia instancia de Pega para completar este Reto.

La inicialización puede demorar hasta 5 minutos. Le pedimos que tenga paciencia.

• Iniciar sesión

Recorrido del Reto

Tareas detalladas

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.

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Disponible en la siguiente misión:

• Sales Automation Low-Code Developer v7