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3 タスク

5 分

Visible to: All users
初級 Pega Platform 8.4 ユーザーエクスペリエンス 日本語
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GoGoRoadの関係者は、「Enter customer information」ビューで関連情報のみを表示するように簡素化したいと考えています。 この要求に応えるために、顧客が未登録の場合は補償情報を表示しないように設定して、テンプレートを2列のレイアウトに変更します。


ロール オペレーター ID パスワード
アプリケーションデベロッパー author@gogoroad pega123!



チャレンジ ウォークスルー


1 Configure at run time the Coverage level drop-down visibility

  1. In App Studio, from the navigation pane, click Case types > Assistance Request to open the Assistance Request case type.
  2. Click Save and run to create a case instance.
  3. Advance past the Create view.
  4. In the Enter customer information view, click Configure this view to edit the view.
    Configure this view link in the Enter customer information view
  5. Hover over the Enrollment information section and click Edit this section.
    Edit this section icon for the Enrollment information section
  6. From the case or the pane on the right, hover over Coverage level and click Edit this field.
    Edit this field icon in the case and pane
  7. In the Dropdown pane on the right, in the General tab, click the Visibility drop-down and select Condition (expression).
  8. To the right of the Condition for visibility field, click Open condition builder.
    Open condition builder icon for the Expression for visibility
  9. In the Visibility Condition window, in the field to the right of the Expression drop-down, enter or select .Enrollment. The drop-down list to the right defaults to Is True.
  10. Click Save to save the expression.
    Visibility condition window
  11. In the Dropdown pane, click Apply to apply the changes.
  12. Click Close to close the Dropdown pane and return to the Enrollment information pane.
    Close the dropdown pane

2 Change the template to a two-column layout at run time

  1. In the Enrollment information pane, to the right of Template, click Change to change the template.
    Change view template
  2. In the Select a template window, click 2 Column.
  3. In the Enrollment information pane, hover over Coverage level and click and drag the item to Column B.
    Move drop down to a different column
  4. Click Close to close the Enrollment information pane.

3 Confirm your work

  1. In the Account ID drop-down, select an enrolled customer and confirm that the Coverage level is displayed in the second column.
    Enrolled customer selected in Enter customer information view
  2. In the Account ID drop-down, select an unenrolled customer and confirm that the Coverage level is not displayed.
    Unenrolled customer selected in Enter customer information view


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