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Adding fields to the contact form

1 Task

15 mins

 Visibile a: All users Applies to: Pega Sales Automation '24.2
Beginner
Inglese

Scenario

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.

 

Per completare questa operazione, è necessario avviare la propria istanza PegaChallenge.

L'inizializzazione può richiedere fino a 5 minuti, ti preghiamo di pazientare.

Challenge Walkthrough

Detailed Tasks

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.

Disponibile nelle seguenti missioni:

Torna alla missione Continua la missione
Se hai problemi con la tua formazione, consulta ilPega Academy Support FAQs.

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