Skip to main content

Configuring a portal


2 タスク

10 分

Visible to: All users
初級 Pega Platform 8.5 User Experience 英語
This content is now archived and is no longer updated. Progress is not calculated. Pega Cloud instances are disabled, and badges are no longer awarded. ここをクリックして to continue your progress in the latest version.


GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors, auditors review common service requests (including vehicle unlock, tire repair, and battery charge). The new auditor role requires a unique interface. As the Director of Vendor Management, create a new Auditor portal and add an existing landing page to view recent Assistance Request cases. 

補足: Before you begin, generate 5-10 case instances with varying service types.

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

Role User name Password
Application Developer author@gogoroad pega123!
補足: 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.

チャレンジ ウォークスルー


1 Create a channel interface for the auditor

  1. In the App Studio navigation pane, click Channels to display the current channel interfaces.
  2. In the Create new channel interface section, click Portal to display the New portal dialog box.
    Click Portal to add a new channel interface
  3. In the Name field, enter Auditor.
  4. In the Description field, enter Custom portal for the GoGoRoad auditor.
    New portal dialog box
  5. In the New portal dialog box, click Submit.
  6. On the Content tab, in the Navigation menu section, click Add separator.
  7. Click Add item > Assistance Request to add the Assistance Request landing page to the Navigation menu on the left side of the Auditor portal.
    Add Assistance Request landing page to the Navigation menu
  8. Repeat step 7 to add the Pulse and Teams items to the Navigation menu.
  9. To the right of the Home item, click the Trash can icon to remove the item from the Navigation menu.
  10. Repeat step 9 to remove the Explore Data item from the Navigation menu.
  11. In the Navigation menu section, click and drag the items to match the following order.
    Navigation menu of Auditor portal
  12. Click the Configuration tab.
  13. In the Logo list, select Custom logo.
  14. In the Icon class picker, select the pi-user-search-solid icon.
    ヒント: You can use the search bar to locate the appropriate icon.
    Custom icon for the Auditor portal
  15. In the Channel header list, select Application name + Channel name.
  16. Click Save.

2 Confirm your work (section not graded)

  1. In the App Studio header, click Preview application.
  2. In the App Studio header, click User Portal > Auditor to view the Auditor channel interface.
    Switch to the Auditor portal
  3. Hover over the Navigation menu on the left side of the Auditor portal and confirm that the menu displays the appropriate landing pages and portal icon.
    Auditor Navigation menu
  4. Click Assistance Request to open the Assistance Request Summary landing page.
  5. In the upper-right, click Design to enter Design mode.
    Design mode
  6. Hover over the table, and then click Edit this table to display the table properties pane on the right.
    Edit this table icon on a table in design mode
  7. In the table properties pane, click Add columns.
    Add columns icon in the table properties pane
  8. Add the Service type field.
  9. Click Design to toggle Design mode off.
  10. Confirm that the table updates to include the Service type column.
    Assistance Request Summary landing page


We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice